Relationship Officer

1 - 4 years

0 - 3 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

Job Title:

Location:

Job Purpose:

To acquire new customers and manage existing

ensuring sales targets are met while delivering a superior customer experience.

Key Responsibilities:

  • Customer Acquisition:

    • Identify potential customers through various channels (field visits, references, builder contacts, cold calls, walk-ins, etc.).
    • Explain gold loan, documentation requirements, and application process to prospective customers.
    • Conduct initial screening and financial assessment of clients.
  • Sales and Target Achievement:

    • Achieve monthly and quarterly sales targets.
    • Cross-sell other financial products (insurance, personal loans, etc.) where applicable.
  • Relationship Management:

    • Maintain healthy relationships with customers and other stakeholders.
    • Provide end-to-end assistance to customers from sourcing to disbursement of loans.

Key Skills and Competencies:

  • Strong interpersonal and communication skills
  • Result-oriented with a customer-first mindset
  • Basic understanding of financial documents and credit norm
  • Self-motivated and target-driven

Educational & Experience Requirements:

  • Qualification:

    Graduate or Postgraduate in any stream (Finance/Commerce preferred)
  • Experience:

    Freshers are welcome

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