Relationship Officer

Job Description

Job Title: Assistant Relationship Officer – Loan Sales Location: Noida, Uttar Pradesh Company: Urban Money Pvt Ltd Employment Type: Full-Time (On-site) Department: Sales & Business Development – Loan Division About Urban Money Pvt Ltd Urban Money Pvt Ltd is a leading financial services provider specializing in loan products tailored to meet the diverse needs of our urban clientele. Our commitment is to deliver personalized financial solutions with utmost integrity and efficiency. Job Summary As an Assistant Relationship Officer in the Loan Sales division, you will play a pivotal role in driving loan product sales, building and maintaining client relationships, and ensuring a seamless loan application process. This role demands proactive engagement with potential clients, understanding their financial needs, and offering suitable loan solutions. Key Responsibilities Client Acquisition: Identify and approach potential clients through various channels, including cold calling, referrals, and field visits. Needs Assessment: Engage with clients to understand their financial requirements and recommend appropriate loan products. Loan Processing: Assist clients in completing loan applications, ensuring all necessary documentation is collected and verified. Relationship Management: Maintain ongoing communication with clients to ensure satisfaction and foster long-term relationships. Target Achievement: Meet and exceed monthly and quarterly sales targets set by the management. Market Intelligence: Stay updated on industry trends, competitor offerings, and regulatory changes to provide informed advice to clients. Reporting: Prepare and submit regular reports on sales activities, client interactions, and market feedback to the Sales Manager. Qualifications Education: Minimum of a Bachelor's degree in Business Administration, Finance, Marketing, or a related field. Experience: 1-2 years of experience in loan sales or financial services is preferred. Fresh graduates with a keen interest in sales may also apply. Skills: Strong interpersonal and communication skills. Ability to understand and explain financial products. Proficiency in Microsoft Office Suite and CRM software. Self-motivated with a results-driven approach. Ability to work independently and as part of a team. Additional Requirements Language Proficiency: Fluency in Hindi and English. Mobility: Willingness to travel within the Noida region for client meetings and fieldwork. Age Limit: 21 to 30 years. Compensation Salary: Competitive base salary with performance-based incentives. Benefits: Health insurance, provident fund, and other standard company benefits. DIRECTLY CALL --- MANEESH 8700204143