Relationship Officer

About the Role

The Relationship Officer is a full-time, on-site role based in Patel Nagar, responsible for building and maintaining strong relationships with customers seeking home and related loans.

Key Responsibilities

• Engage with prospective and existing customers.
• Explain loan products and eligibility.
• Assist with documentation.
• Support customers through the application and approval process.
• Follow up on leads.
• Conduct regular customer visits.
• Collaborate with internal teams to ensure timely processing and a smooth customer experience.
• Achieve sales targets.
• Handle customer queries.
• Resolve issues promptly.
• Provide accurate information about loan schemes and digital processes.
• Maintain on-ground presence in Patel Nagar to develop local market understanding and strengthen customer trust.

Requirements & Tech Stack

• Proficiency with digital tools and applications used for paperless onboarding and loan processing.

Qualifications

• Demonstrated skills in Business Relationship Management, with the ability to build and sustain long-term customer relationships.
• Foundational knowledge of Finance, particularly in lending, loan products, and basic credit concepts.
• Strong Communication skills, including clear verbal and written interaction with diverse customer groups.
• Customer Service capabilities focused on responsiveness, empathy, and problem-solving in customer-facing situations.
• Sales skills to generate leads, convert prospects, and achieve defined business targets ethically and consistently.
• Ability to work on-site, manage field activities in Patel Nagar, and adapt to a fast-paced, target-driven environment.
• Preferred qualification: Bachelor’s degree in Business, Finance, Commerce, or a related field; prior experience in financial services or housing loans is an advantage.