Job Description

The Relationship Officer is responsible for building and maintaining relationships with clients, providing financial advice, and promoting the bank's products and services. They act as the primary point of contact for clients, addressing their needs and ensuring their satisfaction.





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Position Title- Relationship Officers

Vertical- Retail Assets

10

Business- Home Loans/ Loan Against Property

Department- Sales

Qualification- Preferably Graduate

Functional Competencies- Selling Skills, Negotiation Skills, Communication Skills

Employee Value Proposition/ Benefits- Industry Best Incentive, Monthly Conveyance,

Career Progression, Mediclaim, Group Term life insurance, WE Care etc.

Financial Responsibilities

Generate Home Loan Leads from openmarket and through different channels

Develop and Maintain relationship with clients/ builders/ Contractor for repeat business and

referrals

Implement and Develop Sales activities to achieve target

Arrange Loan Events- Organize events/ activities for lead generation

Handle Product queries and Service issues

Ensure the achievement of given business targets

Comfortable with travel, doing visits and verification for business and portfolio with team or

alone on daily basis as required for business in area assigned to the candidate

Meeting Clients, Verify Documents, Process file, Co-ordinate with Sanction/ Disbursement of

loan, Relationship Management with Client.

Non- Financial Responsibilities and Compliance Responsibilities

Doing the clear and honest deal with intact integrity, should not be involve in any kind of

direct/ indirect interest in the transaction

Maintaining good and decent behaviour while dealing with the customer.

Maintaining synergy with Cross- Functional team

Taking responsibility of confidentiality of information gathered from clients, not to share any

information with competition

Taking responsibility of confidentiality of Company information

Safeguard of company assets provided for serving job responsibilities