relationship officer

The Muthoot Group

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 This job is provided by apna.co Job Title: Relationship Officer &ndash; LAP
 
 
 Department: Sales
 
 
 Reports To: Sales Manager
 
 
 Location: Indore
 
 
 
 Job Purpose
 
 
 
 To acquire new customers and manage existing relationships for mortgage products such as home loans, loan against property (LAP), balance transfer, and top-up loans, ensuring sales targets are met while delivering a superior customer experience.
 
 
 
 Key Responsibilities
 
 
 
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 Customer Acquisition:
 
 
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 Identify potential customers through various channels (field visits, references, builder contacts, cold calls, walk-ins, etc.).
 
 
 Explain mortgage products, eligibility, documentation requirements, and application process to prospective customers.
 
 
 Conduct initial screening and financial assessment of clients.
 
 
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 Sales and Target Achievement:
 
 
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 Achieve monthly and quarterly sales targets for mortgage products.
 
 
 Cross-sell other financial products (insurance, personal loans, etc.) where applicable.
 
 
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 <li>
 Relationship Management:
 
 
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 </ul>
 Maintain healthy relationships with customers, builders, property consultants, and other stakeholders.
 
 
 Provide end-to-end assistance to customers from sourcing to disbursement of loans.
 
 
 <ul>
 <li>
 Documentation and Compliance:
 
 
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 </ul>
 Collect and verify all required documents from clients.
 
 
 Ensure adherence to KYC norms, internal processes, and regulatory guidelines.
 
 
 Coordinate with credit, operations, and legal teams for timely processing and disbursal.
 
 
 <ul>
 <li>
 Market Intelligence:
 
 
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 </ul>
 Keep track of market trends, competitor offerings, and pricing strategies.
 
 
 Provide feedback to product and business teams to refine offerings.
 
 
 
 Key Skills And Competencies
 
 
 
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 <li>
 Strong interpersonal and communication skills
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 Result-oriented with a customer-first mindset
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 Knowledge of mortgage and retail lending products
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 Basic understanding of financial documents and credit norms
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 Negotiation and networking ability
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 Self-motivated and target-driven
 
 
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 Educational &amp; Experience Requirements
 
 
 
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 Qualification: Graduate or Postgraduate in any stream (Finance/Commerce preferred)
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 Experience: 1&ndash;3 years in mortgage/home loan sales or financial services (freshers with strong sales inclination can also be considered.
 
 
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 </ul>
 Contact details - 8574699034(What's up Your updated cv)
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Relationship Officer

Team Authentic Commercial Brokers LLC

we are hiring .............Senor Relationship officercredit card and personal loan (Emirates Islamic Bank))Candidate should have minimum 6 months experience in banking product salesSalary: Up to 4500Benefits: Salary+ Visa+ medical InsuranceJob Types: Full-time, PermanentPay: AED3,000.00 - AED4,500.00 per month

Senior Relationship Officer

IDFC FIRST Bank

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 Job Requirements
 
 
 
 
 Job Description
 
 
 
 
 Job Title &ndash;
 
 Associate Relationship Officer
 
 
 
 Place of work
 
 -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh
 
 
 
 Business Unit
 
 &ndash; Retail Banking-Rural Banking
 
 
 
 Function
 
 - Rural Sales
 
 
 
 Job Purpose
 
 
 
 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.
 
 
 
 Responsibilities
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated
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 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
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 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
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 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
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 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
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 Nudge behavioral changes in customers to drive them towards online banking
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 Maintain high collections efficiency through discipline and drive
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 Monitor preparation of accurate documentation of loans and saving account.
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 Coordinate with operations officer to ensure timely and accurate data entry
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 Ensure compliance as per the bank requirements
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 Conduct field audits and customer verifications to ensure high quality of accounts
 
 
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 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 
 
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 Recommend process changes in order to improve service efficiency and quality across the branch network
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 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
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 </ul>
 
 Educational Qualifications
 
 
 
 12th &ndash;Any
 
 
 Graduation-Any
 
 
 Post Graduation-Optional
 
 
 
 Experience
 
 
 
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
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Associate Relationship Officer

Aditya Birla Capital

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 Job Description
 
 
 
 This job is provided by apna.co Job description
 
 
 Aditya Birla Capita Ltd is looking for 'Relationship Officer' at Patiala (Punjab) Location
 
 
 Name of company - Aditya Birla Capital Ltd
 
 
 Role - Relationship Officer
 
 
 Location - Chandigarh (Punjab)
 
 
 Product - Loan Against Property (Secured Loan)
 
 
 Compensation - Fixed CTC + Incentives
 
 
 Main responsibilities.
 
 
 Lead Generation - Identify potential clients (retail client, business owner etc.) needing loans by conducting cold calls, field visits, and networking etc. Partner with local businesses, associations, and other lead sources.
 
 
 Client Assessment - Collect and review financial documents (bank statements, ITR, GST returns, etc.). Evaluate the creditworthiness of applicants.
 
 
 Loan Processing - Coordinate with internal teams (credit, legal, operations) for approval.
 
 
 Relationship Management - Maintain relationships with existing borrowers and also provide post-disbursement support and resolve customer issues. Upsell/cross-sell other financial products when appropriate.
 
 
 Market &amp; Product Knowledge - Understand different types of business loan products (secured, unsecured, LAP etc.)
 
 
 Role: Direct Sales Executive &amp; Relationship Officer
 
 
 Industry Type- NBFC
 
 
 Department- Sales &amp; Business Development
 
 
 Employment Type- Full Time
 
 
 Role Category- Retail &amp; B2C Sales
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 This job is provided by apna.co Location: Ahmedabad, Rajkot, Surat, Vadodara (Gujarat)
 
 
 Experience : Min.1 years in Sales of Affordable Housing loan sales
 
 
 Email Resumes to: pooja.patel@muthoothomefin.com
 
 
 
 Job Description
 
 
 
 Achieving the sales targets of self by sourcing, servicing, and login the
 
 
 home loan business.
 
 
 Acquisition of new clients for Affordable Housing Loans.
 
 
 Building a builder network for easy movement of files by getting the
 
 
 APS cleared.
 
 
 Responsible for mapping of Area/ Geography at regular intervals with
 
 
 the help of supervisor. Identify new sources in the allocated Area/
 
 
 Geography.
 
 
 Responsible for managing the relationship with all sources assigned
 
 
 and identified in the geography/area allotted.
 
 
 Responsible for maintaining reports related to sales and all activities in
 
 
 the prescribed format.
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