Relationship Officer

SECTION 1: BASIC INFORMATION

SECTION 2: PURPOSE OF ROLE

Responsible for achievemnent of sales target through various channels of business including direct relationships

In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the

overall summary is required

Area of operation

Getting file ready for sanction

Maintaining relationship with Connectors, builders and customers

Ensure 100% compliance with company policies, procedures and guidelines and with

provision of all legislation and local governance requirement.

Collecting KYC documents, NOI and required documents of Customers getting file ready and

ensuring all the other required formalities are done.

Coordinating with Credit, Legal and Technical team for completing formalities

Doing Marketing activities and promotional campaign for generating leads

Domain Knowledge

Basic knowledge of MS Office

SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE

SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS

Rank (Rank all KRA's in the

order of their importance, with

KRA 1 being the most important)

Performance

Indicator

Additional Certifications/Trainings (desirable)

SECTION 8: COMPETENCIES

In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction.

IT Skills

Minimum 6 Months experience in sales of HL/LAP.

Undergraduate/Graduate

Understanding the Home Loan market, Knowledge about regulatory aspect of home loan.

Prior Experience

Educational Qualifications

Behavioural Technical

In this section, please indicate the key behavioural and technical attributes required to perform the job

Leadership Product Knowledge

Local Area Knowledge

Knowledge on KYC Documents

Interpersonal/ relationship management skills

Aggression

People Management

Customer orientation

Assertion

SECTION 4: DO: KEY ACTIVITIES

Doing daily meeting with clients and updating the same in the app, responsible for lead conversion.

Routine

NA

JOB DESCRIPTION TEMPLATE

SECTION 1: BASIC INFORMATION

SECTION 2: PURPOSE OF ROLE

Responsible for achievemnent of sales target through various channels of business including direct relationships

In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the

overall summary is required

Branch Location

Branch Sales Manager

NA

Getting file ready for sanction

Collecting KYC documents, NOI and required documents of Customers getting file ready and

ensuring all the other required formalities are done.

Coordinating with Credit, Legal and Technical team for completing formalities

Basic knowledge of MS Office

SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE

SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS

Rank (Rank all KRA's in the

order of their importance, with

1 being the most important)

SECTION 8: COMPETENCIES

In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction.

Minimum 6 Months experience in sales of HL/LAP.

Undergraduate/Graduate

Understanding the Home Loan market, Knowledge about regulatory aspect of home loan.

Pay: Up to ₹350,000.00 per year

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Performance bonus

Application Question(s):

- Age limit upto 34 years

**Experience**:

- HL/LAP sale: 1 year (required)

Work Location: In person