The Relationship Officer is responsible for managing and nurturing relationships with clients, providing financial advice, and identifying opportunities for business growth. This role requires strong communication, interpersonal, and sales skills, as well as a solid understanding of financial products and services.
Relationship Manager (RM) role is a field-based sales position focused on expanding the company’s retail asset portfolio, specifically for Home Loans (HL) and Loan Against Property (LAP).
Requirements & Qualifications
- Education: Preferably a Graduate degree (e.g., BBA, Marketing, or Finance), though some locations may consider 12th-pass candidates with relevant experience.
- Experience: Typically 6 months to 2 years of experience in Home Loans (HL) or Mortgage/LAP products. Freshers are occasionally considered for junior roles.
- Skills: Strong negotiation, convincing, and interpersonal communication skills; proficiency in local area knowledge and CRM software is highly valued.
- Mandatory: Must own a two-wheeler and have a clear CIBIL track record with no overdue loans.
