Relationship Officer - Loans

Firon Consulting Bangalore

2 - 7 years

5 - 9 Lacs

hubli udupi bengaluru

Posted:3 weeks ago| Platform:

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Skills Required

loan sales hl secured loan home loans property loan personal loans unsecured loans loan against property housing loan sales business loan dsa mortgage loans lap

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Key Responsibilities

Client Acquisition & Management:
Source new clients, nurture existing relationships, and generate referrals through market outreach (DSAs, professionals).
Sales & Target Achievement:
Drive sales for Unsecured and secured loan products (PL, BL,Home Loans, LAP) and meet individual/team targets.
Loan Processing:
Manage the end-to-end process, from application login to disbursement, ensuring timely document closure and compliance.
Internal Coordination:
Work with Credit, Legal, Technical, RCU, and Operations teams for smooth processing.
Financial Assessment:
Understand client needs, assess financial eligibility, and structure appropriate loan solutions.
Customer Service:
Act as the main point of contact, resolving queries, building trust, and ensuring client satisfaction.
Market Feedback:
Provide insights to product teams for staying competitive.

Preferred candidate profile

Strong sales, communication, and relationship-building skills.
Knowledge of secured loan products and financial regulations.
Ability to meet sales targets and manage multiple clients.
Problem-solving and analytical abilities.
Bachelor's degree (Finance/Business preferred).
Experience in financial services/lending is mandatory

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