Relationship Officer

As a Relationship Officer at Triwheels Fintech Services Pvt Ltd., your primary responsibility will be to manage and cultivate relationships with clients in Rasulabad, Kanpur Dehat, and nearby areas. You will play a crucial role in understanding the financial requirements of clients and offering them suitable financial solutions. Your day-to-day tasks will involve collecting and verifying client documents, addressing customer inquiries, conducting financial assessments, and maintaining meticulous records of client interactions. Additionally, you will be involved in collection and sales activities, as well as collaborating with other departments to ensure customer contentment and adherence to company protocols. To excel in this role, you must possess exceptional customer service, relationship management, and document verification skills. Effective communication and interpersonal abilities are essential, along with a keen eye for detail and strong organizational aptitude. The capacity to work autonomously, handle multiple tasks efficiently, and previous experience in the finance industry would be advantageous. We prefer candidates who can join immediately to fill this full-time on-site position.,