Relationship Officer

3 weeks ago

Delhi, Delhi, India TRDFIN Support Services Pvt Ltd Full time

We are seeking a dynamic and results-driven Relationship Officer – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.

Key Responsibilities:

  • Generating business through DSAs, Builders, Channel Partners and Open Market .
  • To handle a DSA to Achieve the business numbers.
  • To plan, organise & initiate to identify New Potential DSA, CA, Financial Consultants and Brokers & Builders in Respective area.
  • Training and Development of DSA.
  • Managing key accounts with focused approach and nurturing relations for perpetual and productive long-term business relationships.
  • To interact with builders and developers and penetrate the product through different projects.
  • To manage the data if prospective clients to get business.
  • Analyze financial illegibility regarding customers.
  • Work Closely with legal and technical department for project approvals.

Required Qualifications and Experience:

  • Education: Graduate or Postgraduate.
  • Experience: Minimum 2–10 years in Home Loan , Loan Against Property , or Mortgage Sales (preferably with Banks, NBFCs, or HFCs)
  • Strong communication and interpersonal skills.
  • Proven ability to work under pressure.

  • Relationship Officer

    9 hours ago

    Delhi, Delhi, India Planyourworld Training Academy Private Limited Full time ₹ 4,20,000 per year

    Position: Relationship OfficerLocation: Delhi/Gurugram/Noida/Gaziabad and FaridabadExperience Required: 6 months – 3 yearsQualification: GraduateJob Summary:We are looking for a dynamic and result-oriented RO to promote and sell financial planning products and services. The role involves direct client interaction, financial needs assessment, and offering...

  • Branch Relationship Officer

    4 weeks ago

    Delhi, Delhi, India Equitas Small Finance Bank Full time

    Job DescriptionWe are looking for a highly motivated and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably in used car finance.Roles and Responsibility:- Develop and maintain strong relationships with existing customers to increase...

  • Senior Family Office Relationship Manager

    2 weeks ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    We are seeking a seasoned professional to manage family office relationships and build strong connections with high net worth individuals and families.Job ResponsibilitiesManage relationships with family offices and ultra-high net worth individuals in the region.Identify and establish new family office relationships and UHNIs in the region.Develop and work...

  • Donor Relationship Officer

    1 week ago

    Delhi, Delhi, India Plan International Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    JOB DESCRIPTIONJob titleDonor Relationship Officer (Consultant)Department:Marketing & Resource MobilizationLocation DelhiGradeBReporting toManager- RetentionTravel Requirement Level Of Contact With Children: 2 (Sporadic or occasional contact with children) The position holder shall be responsible to adhere & work within the ambit of Plan Indias...

  • Customer Relationship Officer

    2 weeks ago

    Delhi, Delhi, India Hireginie Full time

    About the CompanyA leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its...

  • Customer Relationship Officer

    2 weeks ago

    Delhi, Delhi, India Hireginie Full time

    About the Company A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its...

  • Relationship Officer

    2 weeks ago

    Delhi, Delhi, India Sun Life Full time

    Job Description- Targets new client acquisition through sourcing of leads and business conversions in conjunction with DSA Channel Partners, Area/Cluster Head and independently as well- Manages retention of existing clients and activation for cross sell, ensuring growth in business volumes- Strengthens & leverages existing client relationships to generate...

  • Customer Relationship Manager

    14 hours ago

    Delhi, Delhi, India Motif Electric Limited Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Description Customer Relationship Manager & General Administration (Married Female Candidate)OverviewWe are looking for a proactive and professional married female candidate to manage Customer Relationships and General Administration. The role involves calling and following up with customers via phone and WhatsApp, maintaining strong client...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Anil Tantia Huf Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Responsibilities:* Develop new business opportunities through networking and referrals.* Manage client relationships, ensuring satisfaction and retention.* Collaborate with cross-functional teams on project delivery.Office cab/shuttle

  • Relationship Manager

    3 weeks ago

    Delhi, Delhi, India STAFFIAA Full time

    Job Role Relationship Officer Relationship ManagerProduct Home Loan and Loan Against PropertyExperience Minimum 1 year of exp in HL LAPLocation DelhiJob Summary We are seeking a highly motivated and results-driven Sales Officer to join our dynamic team in the Bank NBFC The primary responsibility of this role is to promote and sell Home Loans HL ...