Relationship Officer

Planet Solutions

Key Responsibilities

• Develop and maintain relationships with clients to understand their financial requirements.
• Promote and sell business loan products to potential clients.
• Conduct market research to identify new business opportunities and potential clients.
• Collaborate with the sales team to achieve sales targets and objectives.
• Provide excellent customer service and support to clients throughout the loan application process.
• Prepare and present loan proposals to clients, ensuring all necessary documentation is completed accurately.
• Stay updated on industry trends and competitor offerings to effectively position our products in the market.

Requirements & Tech Stack

• Strong communication and interpersonal skills.
• Proven sales experience, preferably in the financial services sector.
• Knowledge of loan products and financial services.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Customer-focused mindset with a passion for helping clients achieve their financial goals.