
Relationship Officer
3 days ago
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 ₹400,000.00 per year
**Benefits**:
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Commission pay
- Performance bonus
Application Question(s):
- Age limit upto 33years
**Experience**:
- HL/any BSFI: 1 year (required)
Work Location: In person
**Speak with the employer**
+91 9494104501
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