RELATIONSHIP OFFICER

Unifinz Capital India Limited; Delhi; Sur place; INR 300 000 - 480 000; Plein temps

Résumé du poste

Unifinz Capital India Limited in Delhi seeks a Relationship Officer to drive customer acquisition, manage relationships, and promote financial solutions tailored to client needs in a fast-paced sales environment.

The role emphasizes meeting sales targets, delivering superior service, and ensuring compliance with KYC norms while supporting long-term business growth in South Delhi.

Qualifications

• Excellent communication and interpersonal skills.
• Strong customer service orientation.
• Negotiation and problem-solving abilities.
• Target-driven with a result-oriented mindset.

Responsabilités

• Identify, acquire, and manage new customers through references and digital channels.
• Build and maintain strong relationships with clients to ensure repeat business and referrals.
• Understand customer financial needs and recommend appropriate products and services.
• Conduct regular follow-ups with customers for timely documentation, repayments, and feedback.
• Maintain accurate records of leads, opportunities, and client interactions in CRM or reporting systems.
• Stay updated with industry trends, competitor offerings, and market dynamics.
• Ensure compliance with company policies, KYC norms, and regulatory requirements.

Connaissances

Excellent communication

Customer service

Negotiation

Target oriented

Formation

Graduate

Description du poste

Job Title: Relationship Officer

Department: Sales / Business Development

Location: Sukhdev Vihar, South Delhi

Reporting To: Relationship Manager

Job Summary

The Relationship Officer will be responsible for acquiring new customers, maintaining existing client relationships, and ensuring customer satisfaction by providing effective financial solutions. The role focuses on promoting the company’s lending and financial products, driving sales targets, and fostering long‑term business growth.

Key Responsibilities

• Identify, acquire, and manage new customers through references, and digital channels.
• Build and maintain strong relationships with clients to ensure repeat business and referrals.
• Understand customer financial needs and recommend appropriate products and services.
• Conduct regular follow-ups with customers for timely documentation, repayments, and feedback.
• Maintain accurate records of leads, opportunities, and client interactions in CRM or reporting systems.
• Stay updated with industry trends, competitor offerings, and market dynamics.
• Ensure compliance with company policies, KYC norms, and regulatory requirements.

Key Skills Competencies

• Excellent communication and interpersonal skills.
• Strong customer service orientation.
• Negotiation and problem‑solving abilities.
• Target‑driven with a result‑oriented mindset.

Qualifications Experience

• Education: Graduate
• Experience: 0–2 years (freshers with good communication and sales skills can also)