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Relationship Officer

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Job Summary

The Relationship Officer is responsible for developing a strong local distribution network for affordable home loans by engaging with ‘contact points’ and executing field-based marketing initiatives. This role is ideal for fresh graduates or candidates with any field experience who are looking to build a career in the housing finance sector. The position involves sales, customer relationship management, and end-to-end loan processing.
Key Responsibilities :

Sales & Business Development

  • Achieve home loan disbursement targets through prospecting, networking, and marketing activities.
  • Generate leads via community contact points such as cement dealers, planners, engineers, and masons.

Product Promotion

  • Present and promote home loan products in person and via digital platforms.
  • Conduct marketing activities such as pamphlet distribution and construction site visits.

Customer Relationship Management

  • Profile customers, identify needs, and recommend suitable loan products.
  • Build and maintain long-term relationships to encourage repeat business and referrals.

Loan Processing Assistance

  • Guide customers through application, documentation, and verification.
  • Coordinate with credit teams for timely loan disbursement.

Field Activities

  • Execute branch-assigned promotional activities.
  • Maintain visibility in the local housing market.

Compliance & Quality Standards

  • Follow company policies, credit guidelines, and ethical sales practices.

Requirement :

Qualification: Graduate in any stream (mandatory).
Experience: Fresher or candidates with any field experience (sales preferred).
Age: Less than 23 years.
Location Preference: Must reside within a 10 km radius of the assigned location.
Other: Two-wheeler with valid driving licence.

Skills & Competencies:

  • Communication Skills: Good verbal and written communication in English and local language.
  • Sales Skills: Ability to promote loan products and generate leads.
  • Customer Service Orientation: Strong interpersonal skills for relationship building.
  • Market Knowledge: Awareness of local housing finance ecosystem.
  • Compliance & Ethics: Understanding of company policies and credit guidelines

Thanks & Regards
Sonali
HR - Senior Recruiter

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