Relationship Executive
Job Description
The role entails deepening relationships with giving loans and providing insurance and ensuring best-in-class service to the customers. The role bearer has a responsibility to support the relationship manager in penetrating the asset and liabilities business in urban markets through lead generation, giving loans, and providing insurance as per the needs of the customer. The role bearer is responsible for driving client acquisition, building household-level customer relationships, and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Responsibilities
- Acquisition of loan and insurance in the identified segment and reference generation from the specified catchment area
- Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
- On-boarding and activating customers on digital platforms
- Assist Senior Relationship Manager in catchment mapping and branch scoping exercises
- Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities
- Ensuring adherence to sales compliance and SOPs defined by the organization
- Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
- Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for Rupeeu
- Working on key central Initiatives and seeking regular referrals from existing customers
- Collaborating with other team members and support functions to provide products and service offerings to customers
Responsibilities
Age
: 20+
Pronoun
: Male / Female
Education
: Bachelor’s Degree in Any Field
Experience
: 1-3 Yrs
Skills
: Something Related this Job
Salary
₹ 180,000 - ₹ 300,000 Per Year
Vacancy
12 Vacancy Available
Allowances
Medical Expenses & Travel
Paid Leave
26 Days of Annual Leave
