relationship officer

Finer Financial Services Co. LLC.

<p>We are looking out for competitive sales professionals (Relationship Officer – Credit Cards) with good aptitude in sales to acquire new to bank customers for a top tier local bank in UAE.</p><p>The Relationship Officer is required to own and achieve the monthly sales targets as assigned for himself/ herself. He /She will be responsible to ensure compliance with operational, financial and regulatory policies and deliver a strong customer satisfaction score.</p>

Relationship Officer

First Abu Dhabi Bank

<br> <br>Position Overview<br>First Abu Dhabi Bank (FAB) is hiring for the role of Relationship Officer in Dubai, UAE, focusing on managing a portfolio of retail banking clients and driving revenue growth through tailored banking solutions. This is an excellent opportunity for candidates seeking banking jobs in Dubai, particularly in customer-facing and portfolio management roles within the financial services industry. The position is ideal for those looking to establish a long-term career in one of the safest and largest banks in the world, with high-earning potential and exposure to retail banking strategy in the UAE.<br> <br>Job Details<br>Location: United Arab Emirates<br>Location: Dubai<br>Industry: Banking / Mortgage Professionals<br>Function: Sales<br>Gender: Any<br>Candidate Nationality: Any<br>Candidate Preferred Location: Any<br>Job Type: Full-time<br> <br>What You ll Do<br> <br>* Manage a customer portfolio of 700 800 primarily non-borrowing clients<br>* Achieve monthly and annual KPIs related to portfolio value, revenue, cross-sell, and product activation<br>* Promote and cross-sell bank products including current accounts, loans, trade finance, FX services, and insurance<br>* Refer and upgrade clients to Sales and Coverage RMs within the segment<br>* Drive market penetration through referrals and new-to-bank client acquisition<br>* Maintain updated records including KYC and due diligence<br>* Handle account conduct, current account excesses, and ensure clean onboarding<br>* Monitor daily performance metrics and maintain accurate sales reports<br>* Maintain high levels of service and transparency with all customer interactions<br>* Ensure compliance with internal policies and audit requirements<br> <br>Ideal Profile<br> <br>* Diploma or bachelor's degree in Business, Finance, Banking, or related field<br>* 1 2 years of experience in banking, preferably in client-facing, sales, or customer service roles<br>* Familiarity with retail or commercial banking functions is an advantage<br>* Strong interpersonal, communication, and client engagement skills<br>* Fluent in English; Arabic proficiency is highly preferred<br>* Understanding of bank products, compliance protocols, and sales governance<br>* Proactive and goal-oriented mindset with strong market awareness<br><br>

AHAM Housing Finance

<div><h2 class="jobSectionHeader"><b>Job Summary</b></h2><div>
The Relationship Officer is responsible for developing a strong local distribution network for affordable home loans by engaging with &lsquo;contact points&rsquo; 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.</div><div>
</div><div><b>
Key Responsibilities :
</b></div><h2 class="jobSectionHeader"><b>Sales &amp; Business Development</b></h2><ul><li>Achieve home loan disbursement targets through prospecting, networking, and marketing activities.</li><li>Generate leads via community contact points such as cement dealers, planners, engineers, and masons.</li></ul><h2 class="jobSectionHeader"><b>
Product Promotion</b></h2><ul><li>Present and promote home loan products in person and via digital platforms.</li><li>Conduct marketing activities such as pamphlet distribution and construction site visits.</li></ul><h2 class="jobSectionHeader"><b>
Customer Relationship Management</b></h2><ul><li>Profile customers, identify needs, and recommend suitable loan products.</li><li>Build and maintain long-term relationships to encourage repeat business and referrals.</li></ul><h2 class="jobSectionHeader"><b>
Loan Processing Assistance</b></h2><ul><li>Guide customers through application, documentation, and verification.</li><li>Coordinate with credit teams for timely loan disbursement.</li></ul><h2 class="jobSectionHeader"><b>
Field Activities</b></h2><ul><li>Execute branch-assigned promotional activities.</li><li>Maintain visibility in the local housing market.</li></ul><h2 class="jobSectionHeader"><b>
Compliance &amp; Quality Standards</b></h2><ul><li>Follow company policies, credit guidelines, and ethical sales practices.</li></ul><h2 class="jobSectionHeader"><b>
Requirement :</b></h2><div>
Qualification: Graduate in any stream (mandatory).</div><div>
Experience: Fresher or candidates with any field experience (sales preferred).</div><div>
Age: Less than 23 years.</div><div>
Location Preference: Must reside within a 10 km radius of the assigned location.</div><div>
Other: Two-wheeler with valid driving licence.</div><h2 class="jobSectionHeader"><b>
Skills &amp; Competencies:</b></h2><ul><li>Communication Skills: Good verbal and written communication in English and local language.</li><li>Sales Skills: Ability to promote loan products and generate leads.</li><li>Customer Service Orientation: Strong interpersonal skills for relationship building.</li><li>Market Knowledge: Awareness of local housing finance ecosystem.</li><li>Compliance &amp; Ethics: Understanding of company policies and credit guidelines</li></ul><div></div><div><br>
Thanks &amp; Regards</div><div>
Sonali</div><div>
HR - Senior Recruiter</div><div>
careers@ahamhfc.com</div></div><div></div>

IDFC FIRST Bank

<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Job Title &ndash;
 </strong>
 Associate Relationship Officer
 <br/>
 <br/>
 <strong>
  Place of work
 </strong>
 -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh
 <br/>
 <br/>
 <strong>
  Business Unit
 </strong>
 &ndash; Retail Banking-Rural Banking
 <br/>
 <br/>
 <strong>
  Function
 </strong>
 - Rural Sales
 <br/>
 <br/>
 <strong>
  Job Purpose
  <br/>
  <br/>
 </strong>
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Roles &amp; Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Manage zoning activity to map household needs in villages and areas allocated
  </li>
  <li>
   Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
  </li>
  <li>
   Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
  </li>
  <li>
   Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
  </li>
  <li>
   Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
  </li>
  <li>
   Nudge behavioral changes in customers to drive them towards online banking
  </li>
  <li>
   Maintain high collections efficiency through discipline and drive
  </li>
  <li>
   Monitor preparation of accurate documentation of loans and saving account.
  </li>
  <li>
   Coordinate with operations officer to ensure timely and accurate data entry
  </li>
  <li>
   Ensure compliance as per the bank requirements
  </li>
  <li>
   Conduct field audits and customer verifications to ensure high quality of accounts
   <br/>
   <br/>
  </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 <br/>
 <br/>
 <ul>
  <li>
   Recommend process changes in order to improve service efficiency and quality across the branch network
  </li>
  <li>
   Provide support for implementation of livelihood advancement and community development initiatives.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Educational Qualifications
  <br/>
  <br/>
 </strong>
 Graduation-Any
 <br/>
 <br/>
 Post Graduation-Optional
 <br/>
 <br/>
 <strong>
  Experience
  <br/>
  <br/>
 </strong>
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>


Associate Relationship Officer

<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Job Title &ndash;
 </strong>
 Associate Relationship Officer
 <br/>
 <br/>
 <strong>
  Business Unit
 </strong>
 &ndash; Retail Banking-Rural Banking
 <br/>
 <br/>
 <strong>
  Function
 </strong>
 - Rural Sales
 <br/>
 <br/>
 <strong>
  Job Purpose
  <br/>
  <br/>
 </strong>
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Roles &amp; Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Manage zoning activity to map household needs in villages and areas allocated
  </li>
  <li>
   Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
  </li>
  <li>
   Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
  </li>
  <li>
   Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
  </li>
  <li>
   Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
  </li>
  <li>
   Nudge behavioral changes in customers to drive them towards online banking
  </li>
  <li>
   Maintain high collections efficiency through discipline and drive
  </li>
  <li>
   Monitor preparation of accurate documentation of loans and saving account.
  </li>
  <li>
   Coordinate with operations officer to ensure timely and accurate data entry
  </li>
  <li>
   Ensure compliance as per the bank requirements
  </li>
  <li>
   Conduct field audits and customer verifications to ensure high quality of accounts
   <br/>
   <br/>
  </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 <br/>
 <br/>
 <ul>
  <li>
   Recommend process changes in order to improve service efficiency and quality across the branch network
  </li>
  <li>
   Provide support for implementation of livelihood advancement and community development initiatives.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Educational Qualifications
  <br/>
  <br/>
 </strong>
 12th &ndash;Any
 <br/>
 <br/>
 Graduation-Any
 <br/>
 <br/>
 Post Graduation-Optional
 <br/>
 <br/>
 <strong>
  Experience
  <br/>
  <br/>
 </strong>
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>


<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Job Title &ndash;
 </strong>
 Associate Relationship Officer
 <br/>
 <br/>
 <strong>
  Place of work
 </strong>
 -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh
 <br/>
 <br/>
 <strong>
  Business Unit
 </strong>
 &ndash; Retail Banking-Rural Banking
 <br/>
 <br/>
 <strong>
  Function
 </strong>
 - Rural Sales
 <br/>
 <br/>
 <strong>
  Job Purpose
  <br/>
  <br/>
 </strong>
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Roles &amp; Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Manage zoning activity to map household needs in villages and areas allocated
  </li>
  <li>
   Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
  </li>
  <li>
   Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
  </li>
  <li>
   Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
  </li>
  <li>
   Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
  </li>
  <li>
   Nudge behavioral changes in customers to drive them towards online banking
  </li>
  <li>
   Maintain high collections efficiency through discipline and drive
  </li>
  <li>
   Monitor preparation of accurate documentation of loans and saving account.
  </li>
  <li>
   Coordinate with operations officer to ensure timely and accurate data entry
  </li>
  <li>
   Ensure compliance as per the bank requirements
  </li>
  <li>
   Conduct field audits and customer verifications to ensure high quality of accounts
   <br/>
   <br/>
  </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 <br/>
 <br/>
 <ul>
  <li>
   Recommend process changes in order to improve service efficiency and quality across the branch network
  </li>
  <li>
   Provide support for implementation of livelihood advancement and community development initiatives.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Educational Qualifications
  <br/>
  <br/>
 </strong>
 12th &ndash;Any
 <br/>
 <br/>
 Graduation-Any
 <br/>
 <br/>
 Post Graduation-Optional
 <br/>
 <br/>
 <strong>
  Experience
  <br/>
  <br/>
 </strong>
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>


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