Relationship Officer

3 weeks ago


Lucknow, India RRV Group Full time

**Job brief**

**Responsibilities for Relationship Officer**
- Will be responsible for driving sales of Business Process Services - especially finance & accounting, Loans, Investment & Other solutions.
- Expertise and practical experience in selling managed services.

**- Drive activities, goals, and sales on daily & weekly call reports, training sessions, and joint field sales efforts.**
- Recognize activities/synergies that will influence longer-term relationship.
- Hunt and acquire new customers in retail Finance, Investment & Other Sector.
- Skills - negotiation, influencing, initiative, assertive presence, problem solving, communication and the ability to work across multiple projects
- Selling Retail solution sets in a geographic territory and surrounding area as per company policy.

**- Target Base job & Target completing on daily, Weekly & Monthly Basis without fail.**
- Produce selling tariffs and local schedules to the customers.
- Track and monitor customers' performance.
- Perform other duties as assigned by Sales Department.
- Develop and execute a detailed business plan to manage and grow revenue opportunities from within your territory, and new prospects within your market as per company products & policy.
- Manage field resources in sales target on daily, weekly & monthly without fail.
- Passion for the work you are selling.

**- Quickly build relationship with client and convert in sales, and archive targets.**
- Understand their individual requirements.
- To build and manage effective external client relationships.
- Keep up to date with market trends and manage workload.

**- Plan and organize workload and complete your targets.**

**- Cross and up sell.**
- Self-starter with tenacity and resilient.
- Generating own leads.
- Ability to recruit, hire and train successful sales people and Field Staff that fit the brand image and culture in our company.
- Achieving the sales targets set for new accounts acquisition and development of existing accounts within the sales territory.
- Pursue and develop sales opportunities including sales visits, product presentations, proposals and negotiations, closing of sales and involvement of after sales service delivery throughout the entire implementation processes.
- Manage existing accounts professionally by continually developing the accounts through profitable business propositions.
- Be a pro-active and overall team player by working closely with other team members to ensure that overall company objectives are met.
- Identify previous clients and re-engage with them promoting new products and services.
- Identify lapsed leads and re-engage with them promoting new products and services.
- Monitor competitor clients, products, pricing, weaknesses and strengths and ensure individual sales strategy is developed accordingly.
- Provide advice and guidance to the business units to keep them aware of developments within the industry and to ensure that the appropriate products and services are developed to meet the operating units’ mission and objectives and to comply with all relevant statutory and other regulations.
- Continue to build knowledge of the product range, including competitor's products and key accounts on territory.
- Develop further opportunities with Current Customers.

**- Develop TARGETED new Customers.**
- Build intra-company teamwork between Customer Service and also the needs of the Customer.

**- Forecasting Sales annually, daily, weekly and monthly.**
- Development and implementation of Non-Acute sales initiatives within defined territory.
- Retention of existing accounts by maintaining a high level of customer service.

**Qualifications & Experience for retail sales executive**

**- Actively participates in setting sales objectives to meet plans**
- Strong industry and sales service solution knowledge

**- Strong understanding of customer’s decision making process, goals, objectives, strategies & Sales Target Archiver.**
- Build strong strategy for both short and long-term opportunities and identify creative ways to meet customer needs
- Must maintain professional attitude
- A minimum of 3-5 years retail account management, sales management and or, retail channel, Finance, Loan management experience.
- Action and Process oriented.
- Experience in the Loan, Finance industry, Min 3 year experience.
- Engage on detailed business issues and conceptualize solutions.
- Participates in sales activities and events and assists Sales Manager in successful achievement of sales targets.

**- Tertiary qualification in a relevant discipline, such as Sales & Marketing.**
- Bachelor's degree in business or relevant preferred.
- Experience selling to acute Finance & Investment Products.
- Committed and aspire for success.
- Manage all program and promotional spending within budget.

**- Strong track record of meeting sales targets.**
- Excellent communication skills - ability to hold conversations with senior level clients.
- Develops joint marke


  • Relationship Officer

    2 weeks ago


    Lucknow, India Rozgaarwala.com Full time

    Hiring for NBFC. ADITYA BIRLA HOUSING Profile - Relationship officer - Relationship Manager - key Relationship Manager product - Home laon mortgage Lap Salary - 2.0 lpa to 3 lpa + Incentives - Location - lucknow *Note - Experience apply - Two wheeler Mandatory - Qualification - 12th / Graduate *Age maximum - 32 call me asap Regards: - Hr...

  • Relationship Officer

    2 weeks ago


    Lucknow, India Vibgyor Group of Schools Full time

    Required Relationship Officer for school - Manage admissions in school - Responsible for net student strengh - School marketing - Responsible for revenue generation - Maintaining good relationship with parents. Qualification - Graduate+ 5- 8 years experience in school marketing and admission Preferred MBA Good coomunication skills. **Salary**:...


  • Lucknow, India iWash Hub Full time

    **Job Description: Relationship Officers (No Target) MALE & FEMALE** - **Company**: URHY GROUP - **Location**: 10th Floor, Summit Building, Gomti Nagar, Lucknow - **Job Type**: Full-time/Part-time **Job Summary**:URHY GROUP is excited to welcome dedicated and enthusiastic individuals as Relationship Officers. In this role, you will engage in outbound calls...


  • Lucknow, India hars technologies Full time

    Job description Job Description: Relationship Officers (No Target) MALE & FEMALE Company: URHY GROUP Location: 10th Floor, Summit Building, Gomti Nagar, Lucknow /Part-time Job Summary:URHY GROUP is excited to welcome dedicated and enthusiastic individuals as Relationship Officers. In this role, you will engage in outbound calls to potential customers,...


  • Lucknow, Uttar Pradesh, India hars technologies Full time

    Job descriptionJob Description: Relationship Officers (No Target) MALE & FEMALECompany:URHY GROUPLocation: 10th Floor, Summit Building, Gomti Nagar, Lucknow/Part-timeJob Summary:URHY GROUP is excited to welcome dedicated and enthusiastic individuals as Relationship Officers. In this role, you will engage in outbound calls to potential customers, providing...


  • Lucknow, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    A **Relationship Officer ** is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **Job Profile**: - Sit in main branch & Attend walk in customers - Close the leads - Do Cross Sale - Generate leads - Provide...

  • Relationship Officer

    3 weeks ago


    Lucknow, India Texes Connect Private Limited Full time

    **creating new client relationships as well as deepening our relationships with the existing clients by offering them other financial products**. **Strong communication and coordination skills** are needed for facilitating better relationships with clients and other partners. It's also common for relationship managers to work closely with customer-facing...

  • Relationship Officer

    2 months ago


    Lucknow, Uttar Pradesh, India Global roots Technology Pvt. Ltd Full time

    **Designation**: Relationship Officer **Position description**: To build and preserve trusting relationships with the customers. Maintain strong relationship with the company’s clients to boost our brand and profit in the long run. To spread head the sourcing of the customers and make the funnel for the log ins/ disbursal processes **Qualification** :...

  • Relationship Officer

    2 weeks ago


    Lucknow, Uttar Pradesh, India Global roots Technology Pvt. Ltd Full time

    **Designation**: Relationship Officer **Position description**: To build and preserve trusting relationships with the customers. Maintain strong relationship with the company’s clients to boost our brand and profit in the long run. To spread head the sourcing of the customers and make the funnel for the log ins/ disbursal processes **Qualification** :...

  • Relationship Officer

    2 months ago


    Lucknow, India UNIMONI FINANCIAL SERVICES LTD Full time

    **Roles and Responsibilities**: - Need to maintain effective relationships with all the customers **Job Purpose**: The position is accountable for driving growth of assigned job through proper planning, execution of strategy and activities depends upon the profile. **Qualification, Experience & Skills**: 1. Minimum qualification is a Bachelor's Degree in...

  • Relationship Officer

    2 months ago


    Lucknow, India Hiring Plus HR Solutions Full time

    **Generate leads and execute them with defined targets.** **Coordination with credit, legal & technical team & agency for smooth functioning.** **Coordinate & Maintain healthy relationship with fellow colleagues.** **- 1 to 6 Years experience preferable in Affordable home finance space** **- Good understanding of the business & market being managed** **Job...

  • Relationship Officer

    3 hours ago


    Lucknow, India UNIMONI FINANCIAL SERVICES LTD Full time

    **Roles and Responsibilities**: - Need to maintain effective relationships with all the customers **Job Purpose**: The position is accountable for driving growth of assigned job through proper planning, execution of strategy and activities depends upon the profile. **Qualification, Experience & Skills**: 1. Minimum qualification is a Bachelor's Degree in...


  • Lucknow, Uttar Pradesh, India UNIMONI FINANCIAL SERVICES LTD Full time

    Roles and Responsibilities: Need to maintain effective relationships with all the customersJob Purpose:The position is accountable for driving growth of assigned job through proper planning, execution of strategy and activities depends upon the profile.Qualification, Experience & Skills:Minimum qualification is a Bachelor's Degree in any fieldGood product...

  • Relationship Officer

    2 months ago


    Lucknow, India Manyfits Full time

    **Hiring for NBFC** **On Role Job** Profile sales officers Product - (insurance loan, mutual fund, Fd, Sip ,casa,credit, ) Salary package 2.10LPA+ incentives. In hand starting 13 depending on your experience and products handling Qualification - graduate/post graduation If Experience -any graduate Two Wheeler mandatory It's a field work LOCATION-...


  • Lucknow, India Bharti Airtel Limited Full time

    Females Required below 29 - Building and maintaining profitable relationships with key customers. - Overseeing the relationship with customers handled by your team. - Resolving customer complaints quickly and efficiently. - Keeping customers updated on the latest products in order to increase sales. - Meeting with managers in the organization to plan...


  • Agra, Lucknow, India Optico Solutions Private Limited Full time

    Job Description: Senior Relationship Officer-Direct Distribution Channel Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/...


  • Lucknow, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-COP Officer (BU93_1502_100020) **Office Location**: Vibhuti Khand Lucknow Lucknow (Branch) **Position description**: **Customer Engagement** - Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of...


  • Lucknow, India Prudent Corporate Advisory Services Full time

    **Function**: Back office operations - Mutual funds **Location**: Lucknow **Description**: - Handling the overall operational work. - Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance. - Should have basic knowledge of financial products like Mutual...


  • Lucknow, India Prudent Corporate Advisory Services Full time

    **Function**: Back office operations - Mutual funds **Location**: Lucknow **Description**: - Handling the overall operational work. - Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance. - Should have basic knowledge of financial products like Mutual...


  • Lucknow, Uttar Pradesh, India Staffiaa Services Full time

    Job Description: Relationship Manager - Home Loan & LAP (DSA Vertical)Location - Lucknow CTC- UPTO 6LPA Key Responsibilities:Manage client relationships, offering personalized assistance.Guide clients through loan application processes.Conduct financial assessments and provide tailored advice.Identify sales opportunities and achieve targets.Ensure compliance...