Relationship Officer
4 days ago
Job Title: Relationship Officer – NBFC
Department: Sales & Customer Relations / Branch Operations
Reports To: Branch Manager / Relationship Manager
Job Purpose:
To manage and nurture relationships with clients, ensuring customer satisfaction, promoting NBFC products, and supporting business growth through timely credit and financial solutions.
Key Responsibilities:1. Client Relationship Management
- Serve as the primary point of contact for assigned customers.
- Understand customer needs and provide tailored financial solutions.
- Maintain and strengthen long-term relationships with clients.
- Address customer queries, complaints, and service issues promptly.
2. Business Development & Sales
- Identify potential clients and generate new leads.
- Cross-sell NBFC financial products such as loans, insurance, and investment plans.
- Achieve branch/portfolio targets as per management guidelines.
3. Loan & Financial Services
- Assist clients in loan application and documentation.
- Verify KYC (Know Your Customer) documents and other legal paperwork.
- Monitor loan repayments, collections, and overdue accounts.
4. Market Research & Reporting
- Conduct market surveys and competitor analysis to identify business opportunities.
- Report regularly on client feedback, market trends, and branch performance.
- Maintain detailed records of customer interactions and transactions.
5. Compliance & Risk Management
- Ensure all activities comply with regulatory and company policies.
- Identify potential risks in customer relationships or transactions.
- Coordinate with internal teams for risk assessment and resolution.
6. Coordination & Teamwork
- Collaborate with branch staff, credit officers, and collections teams.
- Assist in organizing client meetings, events, or campaigns.
- Provide inputs for process improvement and customer service enhancements.
Key Skills Required:
- Strong communication and interpersonal skills.
- Sales and negotiation skills.
- Understanding of financial products and NBFC operations.
- Problem-solving and analytical skills.
- Ability to maintain confidentiality and work under pressure.
Job Type: Full-time
Pay: ₹18, ₹22,000.00 per month
Work Location: In person
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