Relationship Officer

5 days ago

Pune, Maharashtra, India 0f95f465-df2b-499e-9841-ba2662d7fb54 Full time ₹ 36,00,000 - ₹ 1,20,00,000 per year

Key responsibilities

  • Client management: Build and maintain long-lasting relationships with business clients, understand their financial needs, and provide tailored loan solutions.
  • Sales and business development: Prospect for new clients, generate leads through various channels (e.g., cold calls, referrals, field visits), and achieve sales targets.
  • Loan application processing: Guide clients through the application process, collect necessary documents (like bank statements, tax returns, and business proof), and ensure all information is accurate and complete.
  • Financial analysis: Evaluate creditworthiness by analyzing financial statements, credit history, and other relevant data to determine risk and eligibility.
  • Risk assessment and approval: Assess loan risks, recommend approval or rejection, and negotiate terms, rates, and collateral requirements based on financial status.
  • Compliance and documentation: Ensure all loan activities comply with internal policies and external banking regulations. Complete and process loan contracts and other required documentation.
  • Portfolio management: Monitor the performance of existing loans, ensure timely repayments, and proactively address any potential issues with the loan portfolio.
  • Market awareness: Stay informed about market trends, changes in the financial sector, and different loan products to effectively serve clients.

Required skills and qualifications

  • Experience: Proven experience in loan sales, relationship management, or a related financial field.
  • Analytical skills: Strong ability to analyze financial data, conduct credit analysis, and assess risk.
  • Communication: Excellent interpersonal and communication skills to build rapport with clients and effectively explain complex loan details.
  • Negotiation: Ability to negotiate loan terms with clients.
  • Customer service: A commitment to providing excellent customer service and building trust.
  • Sales acumen: Proven ability to meet or exceed sales targets.
  • Regulatory knowledge: Familiarity with banking laws, policies, and regulations.

  • Relationship Officer

    1 week ago

    Pune, Maharashtra, India HR Nexus Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    We are hiring for positions at Utkarsh Small Finance BankJOB SUMMARYResponsible for quality customer acquisition as per product bouquet of the business. Adherence of the process and policies of the Bank while maintaining banking relationship with customers with close coordination with relevant teams.KEY RESPONSIBILITIESTo source loan clients in line with the...

  • Customer Relationship Officer

    7 hours ago

    Pune, Maharashtra, India, Maharashtra Firstcry Franchise Full time

    Company DescriptionFirstcry Franchise Viman-nagar - Pune's Biggest Franchise storeRole DescriptionAs a Customer Relationship Officer, your contributions will be essential in creatingexceptional shopping experiences for our customers and fostering long-termrelationships. Your responsibilities will include, but are not limited to:• Greeting all customers...

  • Relationship Manager

    3 days ago

    Pune, Maharashtra, India SBI Funds Management Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Roles & Responsibilities• Responsible for Institutional sales or Key Accounts Management.• Experience in directly handling Family Offices / HNI / SME clients / Corporates.• Drive business growth in Institutional Investor Space for the Company.• An Expert in B2B sales, Corporate / Institutional Sales• New Client Acquisition across relevant...

  • Relationship Manager

    3 days ago

    Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Founded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...

  • Relationship Manager

    1 day ago

    Pune, Maharashtra, India SBI Funds Management Limited Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Roles & Responsibilities• Responsible for driving the entire Institutional sales or Key Accounts Management in the Region.• To ensure marketing activities and business promotional activities with the entire Institutional channel of region.• Experience in directly handling Family Offices / HNI / SME clients / Corporates.• Drive business growth in...

  • Relationship Manager(B2C)

    2 weeks ago

    Pune, Maharashtra, India Choice Equity Broking Pvt Ltd Full time ₹ 5,95,000 - ₹ 12,00,000 per year

    Job Title: Relationship ManagerAbout Choice Equity BrokingChoice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For 31 years, we have been committed to helping clients achieve their financial aspirations and promote value creation for...

  • Partner Relationship Executive

    3 days ago

    Pune, Maharashtra, India Zyvka Full time ₹ 2,64,000 per year

    Job Title: Partner Relationship Executive Location: Pune (Work from Office) Salary: ₹22,000 per month + Incentives + Annual Bonus About Us: Zyvka is a fast-growing recruitment marketplace, and we're on the lookout for dynamic individuals to join our team. If you are passionate about building strong professional relationships and have a keen eye for...

  • Partner Relationship Executive

    3 days ago

    Pune, Maharashtra, India Zyvka Full time ₹ 30,00,000 - ₹ 35,00,000 per year

    Hiring for Freshers Budget- 3-3.5LPA Immediate Joiner Location- Pune Overview: The Partner Relationship Executive plays a crucial role in establishing and maintaining strong partnerships with key business partners. This position requires strategic thinking and a deep understanding of partner needs to drive growth and maximize mutual success. The Partner...

  • Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Invest Mango Full time ₹ 3,00,000 - ₹ 9,00,000 per year

    Invest Mango Pvt Ltdis a leading real estate portfolio and strategic management firm with a strong presence across Noida and Pune. We are seeking dynamic and motivatedSales Executivesto join our Pune team.Role Overview:You will be responsible for generating property sales through both new and existing client networks. The role involves cold calling, meeting...

  • Officer, Virtual Relationship Manager, Consumer Banking Group

    3 days ago

    Pune, Maharashtra, India DBS Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...