Job Description – Relationship Officer
Company: Nexus Gulf Solutions FZE
Location: Kerala, India (Back Office Operations)
Department: SME Funding & Financial Services
Employment Type: Full-Time
About Nexus Gulf Solutions FZE
Nexus Gulf Solutions FZE is a UAE-based financial consultancy specializing in SME Funding and Business Financial Solutions. We assist businesses across the UAE in securing Business Loans, Working Capital Finance, POS/Merchant Cash Advance, Trade Finance, Invoice Discounting, Loan Against Property, and other financial solutions through leading banks and financial institutions.
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Position Overview
We are looking for energetic, target-driven, and customer-focused Relationship Officers (ROs) to support our UAE operations from our Kerala office. The role involves outbound calling, lead qualification, client relationship management, appointment setting, follow-ups, and coordinating with the UAE sales team to generate business opportunities.
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Key Responsibilities
Lead Generation & Client Acquisition
- Identify and contact potential UAE business owners and decision-makers.
- Generate qualified leads through cold calling, databases, referrals, and online research.
- Build and maintain a strong pipeline of prospects.
Client Engagement & Follow-Up
- Explain Nexus funding solutions to prospective clients.
- Understand client funding requirements and assess eligibility.
- Conduct regular follow-ups and nurture leads until closure.
- Schedule appointments for the UAE Relationship Managers and Business Development Team.
CRM & Reporting
- Update all client interactions in CRM on a daily basis.
- Maintain accurate records of leads, opportunities, and follow-up activities.
- Submit Daily Call Reports (DCR) and Daily Sales Reports (DSR).
Customer Relationship Management
- Build and maintain strong professional relationships with clients.
- Provide excellent customer service and timely responses.
- Coordinate with internal teams to ensure smooth processing of client applications.
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Products & Services to Promote
- Business Loans
- Working Capital Finance
- POS / Merchant Cash Advance
- Trade Finance Solutions
- Invoice Discounting & Receivable Financing
- Loan Against Property
- Business Banking Solutions
- CFO & Financial Advisory Services
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Eligibility Criteria
- Bachelor's Degree in Commerce, Business Administration, Marketing, Finance, or related field.
- 1–3 years of experience in Tele Sales, Banking, Financial Services, Insurance, Loan Sales, or Customer Service.
- Freshers with excellent communication skills may also apply.
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Required Skills
- Excellent English communication skills (mandatory).
- Hindi communication skills preferred.
- Strong telephone sales and negotiation skills.
- Ability to build rapport and maintain customer relationships.
- Good knowledge of MS Office and CRM systems.
- Self-motivated and target-oriented.
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Salary & Benefits
- Competitive Fixed Salary
- Fresher: ₹15,000 – ₹20,000 per month + Performance Incentives
- 2+ Years Experience: ₹20,000 – ₹27,000 per month + Performance Incentives
- Attractive Performance Incentives
- Monthly & Quarterly Rewards
- Career Growth Opportunities
- Exposure to the UAE Banking & Financial Services Industry
- Continuous Training & Professional Development
- Work from Office (WFO) Position
Pay: ₹15,000.00 - ₹27,000.00 per month
Benefits:
- Cell phone reimbursement
- Paid sick time
- Paid time off
Work Location: In person
