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05/03 Shubhra Mukherjee
Founder at Alpha HR

Views:13 Applications:4 Rec. Actions:Recruiter Actions:3

Relationship Officer - Sales - Loan (0-2 yrs)

Rajkot/Ahmedabad/Ghaziabad/Indore Job Code: 315664

Job Description -

1) Position - Relationship Officer.

2) Company - Housing Finance.

3) Experience - 6 months- 2 years.

4) Qualification - Any Graduate and Post-Graduate in Finance.

5) Location - Rajkot /Ahmedabad /Ghaziabad /Indore.

6) Age - 22 to 33.

7) Responsibility :

- Sales and Business Development: Identify potential customers and create strategies to expand the customer base.

- Product Knowledge: Acquire a comprehensive understanding of the company's products and services i.e. Home Loan (Affordable Housing) & LA.

- Regularly interact with clients to understand their financial requirements and provide personalized assistance.

- Customer Relationship Management: Establish and maintain strong relationships with existing and potential customers.

- Market Research: Stay up to date with market trends, competitor offerings, and their policies and regulations.

- Use this information to adapt sales strategies and identify new business opportunities.

- Sales Targets: Work towards achieving monthly and quarterly sales targets set by the management.

- Data Management: Maintain accurate records of all customer interactions, sales activities, and relevant data in the CRM system.

- Compliance: Ensure adherence to all regulatory and internal guidelines while promoting and selling financial products and services

8) Skills :

- Proven track record of successful sales experience in the financial industry, particularly in NBFC products.

- Strong understanding of financial products, regulations, and market trends.

- Excellent communication, negotiation, and interpersonal skills.

- Should have a positive attitude and problem-resolution inclination.

- Ability to work independently and as part of a team

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