Job Description

Designation: Relationship Officer
1) Products to be focused:

• All Retail Loan Products viz. Housing Loan, Car Loan, Mortgage Loan, Educational Loan, Personal Loan, Insta Loan,etc.

2) Role:
• Report to Branch head & PBO – Asset(based at DO) responsible for Retail Asset Target of the branch
• Drive Sales of Retail Assets at the branch
• Monitoring and co-ordinate with Processing Team till the closure/disbursement of the loan
• Monitoring & Review of the DSA-assets at the branch
• Training & handholding of the DSA-asset’s
• Initiate Tie-up with Builders / Car dealers etc.,
• Achieving the allotted branch retail asset target
• Cross sell of other products relevant to the Asset customers

3) Responsibilities:

• Regular training & handholding of the DSA-asset’s under him
• 100% activation of DSA-asset’s at the branch & ensure lead generation for the branch
• Handholding new incumbents / under performers
• Co-ordinate & Report to DO – PBO (Asset) for any support required
• Ensuring Timely supply of product materials, pamphlets, banners as per the requirement
• Activating all the DSA-asset’s for minimum 2 activities per week and support them for other infrastructure, if any required
• Daily review of DSA-asset’s & corrective measures to be taken for improving the retail asset business.

a) Recruitment Criteria:
a. Preferably MBA graduates or Any Master Degree with minimum of 50% marks through regular mode.
b. Age group of 23 – 35 years
c. Min 2 years of experience in BFSI industry
d. Own two-wheeler with valid papers
e. Fluency in local language with a working knowledge in English

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Skills

Managing the meetings , Coordinator , Relationship Management ,

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Qualifications

• Bachelor of Business Administration (BBA)
• MBA Others