Relationship officer

0 years

3 - 0 Lacs

Posted:1 week ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The Relationship Officer is responsible for building and maintaining relationships with clients, providing financial advice, and promoting the bank's products and services. They act as the primary point of contact for clients, addressing their needs and ensuring their satisfaction.


Job Description :
Position Title- Relationship Officers Vertical- Retail Assets 10 Business- Home Loans/ Loan Against Property Department- Sales Qualification- Preferably Graduate Functional Competencies- Selling Skills, Negotiation Skills, Communication Skills Employee Value Proposition/ Benefits- Industry Best Incentive, Monthly Conveyance, Career Progression, Mediclaim, Group Term life insurance, WE Care etc. Financial Responsibilities Generate Home Loan Leads from openmarket and through different channels Develop and Maintain relationship with clients/ builders/ Contractor for repeat business and referrals Implement and Develop Sales activities to achieve target Arrange Loan Events- Organize events/ activities for lead generation Handle Product queries and Service issues Ensure the achievement of given business targets Comfortable with travel, doing visits and verification for business and portfolio with team or alone on daily basis as required for business in area assigned to the candidate Meeting Clients, Verify Documents, Process file, Co-ordinate with Sanction/ Disbursement of loan, Relationship Management with Client. Non- Financial Responsibilities and Compliance Responsibilities Doing the clear and honest deal with intact integrity, should not be involve in any kind of direct/ indirect interest in the transaction Maintaining good and decent behaviour while dealing with the customer. Maintaining synergy with Cross- Functional team Taking responsibility of confidentiality of information gathered from clients, not to share any information with competition Taking responsibility of confidentiality of Company information Safeguard of company assets provided for serving job responsibilities

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