Relationship Officer

Company Description

UBI Services Ltd (UBISL), a wholly owned subsidiary of Union Bank of India, operates as a distribution arm for the bank. Established in 1999, UBISL offers financial services such as institutional broking, mutual fund distribution, and trading in government and commercial securities. The company specializes in providing end-to-end services, from consultation for property and car searches to arranging housing and vehicle loans, delivering comprehensive financial solutions to clients. Operating with a strong focus on customer-centric services, UBISL is expanding its offerings to provide doorstep solutions to prospective clients through its expertise and support.

Role Description

This full-time, on-site role, based in Gurugram, involves building and maintaining relationships with clients to support their financial needs. A Relationship Officer will facilitate and promote the distribution of housing and vehicle loans by offering personalized consultation services. You will assist clients with property or car searches, provide financial consultation and product details, and ensure a seamless loan application and approval process. The role requires frequent interactions with clients, cross-functional coordination, and a strong focus on customer satisfaction to meet organizational goals.

Qualifications

• Proven skills in Business Relationship Management to build and sustain long-term client relationships.
• Knowledge and experience in Finance and Sales, particularly in banking or loan distribution, are preferred.
• Strong Communication and effective Customer Service skills to address client needs efficiently and professionally.
• Ability to meet and exceed sales targets in a competitive environment, demonstrating a customer-first approach.
• A background in financial services, banking, or a related field is advantageous.
• Bachelor’s degree in Finance, Business Administration, or related disciplines is preferred.
• Proficiency in local language(s) and familiarity with the Gurugram area is a plus.