. Job Description – Relationship Officer (Intern) Location: Chennai
Department: Sales – Secured Lending
Company: IBSFINCORP
About the Role
We are looking for energetic and customer-focused Relationship Officer Interns to support our sales team in managing Direct Customers and Channel Partner (CP) relationships. This internship provides hands-on exposure to the financial services industry, customer relationship management, sales processes, and loan sourcing.
Key Responsibilities
Direct Lead Management -
Contact and qualify leads assigned by the company.
- Understand customer financial requirements and recommend suitable loan products.
- Schedule customer meetings for Relationship Managers.
- Collect preliminary customer information and required documents. - Follow up regularly until the lead progresses to login.
Channel Partner (CP) Management
- Build and maintain relationships with existing Channel Partners.
- Coordinate with CPs for customer referrals and documentation.
- Follow up on pending cases and provide regular status updates.
- Identify and onboard potential new Channel Partners with guidance from the reporting manager.
Customer Relationship
- Maintain professional communication with customers throughout the loan process.
- Address basic customer queries regarding loan eligibility and documentation.
- Ensure timely follow-ups to improve customer experience. CRM & Reporting
- Update all customer interactions in the CRM system.
- Maintain accurate records of calls, meetings, and follow-up activities. - Submit daily activity reports to the reporting manager.
- Ensure data accuracy and timely status updates.
Eligibility - Final-year students or recent graduates (Any Degree). - Strong communication skills in English and Tamil. - Basic knowledge of MS Office and mobile applications. - Willingness to travel within Chennai for customer and Channel Partner visits. - Passion for sales, customer relationship management, and financial services.
Preferred Skills - Excellent interpersonal and communication skills. - Positive attitude with a willingness to learn. - Good negotiation and follow-up abilities. - Self-motivated and target-oriented. - Ability to work both independently and as part of a team.
What You'll Learn - Banking and NBFC loan products. - Sales and relationship management. - Customer handling and negotiation. - CRM and sales pipeline management. - Documentation and loan processing workflow. Internship Benefits - Practical exposure to the financial services industry. - Structured training and mentorship. - Internship Certificate upon successful completion. - High-performing interns may be offered a full-time Relationship Officer position based on performance.
Pay: ₹15,091.56 - ₹20,000.00 per month
Benefits:
- Cell phone reimbursement
- Commuter assistance
Work Location: On the road
