Job Description- Relationship Officer

1

Position

Business Development Officer /Relationship Officer/ Relationship Manager

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Reports to

• Branch Manager/Senior Branch Manager / Portfolio Manager

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Scope of Work

• Front-end interaction,  field travel and Customer interface
• Recommending apt home loan product /solution  and showcasing benefits
• Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations
• Attending to walk ins into branches & visiting clients at their place
• Executing Branding / Marketing  activities in the catchment area
• Spearheading Documentation

4

Key Results Areas

• Achievement of Sales targets both value & volume
• Providing product information satisfactorily.
• Delivering effective customer service
• Effective resolution of customer issues / complaints
• Visibility in the area through promotions/presentations/meetings
• Ensuring overall customer satisfaction

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Responsibilities

• Responsible for lead generation in the catchment areas through Executing Branding /Marketing activities.
• Meeting with clients, advising and showcasing Shubham¿ products and benefits to the customers thereof.
• Responsible for sales fulfilment, pre/ post sanction sales activities.
• Update and upkeep of marketing and sales collaterals.
• Responsible for promotional activities including group meetings, presentations as well as developer site promotions.
• Responsible for front-end interaction, field travel and Customer interface.
• Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations.
• Attending to walk-ins into branches & visiting clients at their place.
• Spearheading Documentation.
• Ensure the Fresh bounce collections.

6

Capabilities and competencies

1. High Customer service and Customer-conversion Orientation; High initiative
2. Excellent Selling and Persuasion skills with confidence to engage customers.
3. Good Communication skills.
4. Language - English , Regional Language and Hindi desirable
5. Computer literate – Word / Excel / e-mail / Web based system
6. Pleasant & well-groomed personality.

7

Experience

• Minimum 1 years of experience in selling loan preferably Home Loan.
• Must be earning Incentive in the current organization
• Preferably from BFSI/NBFC

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Qualification

Graduate in any Discipline( > 4 yrs experience resources without graduation could be considered)

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Age &Social Profile

18 -35 years

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Salary

CTC Range Minimum Wages of State + 10%-15% hike for experience resource. + 1300 Conveyance+ Attractive Incentive