Relationship Officer

TRDFIN Support Services Pvt Ltd; Delhi; On-site; INR 300,000 - 500,000; Full time

Job summary

A leading financial services company in Delhi seeks a dynamic Relationship Officer for Home Loans to drive customer acquisition and manage loan sourcing. This entry-level role involves ensuring compliance with banking policies and maintaining long-term customer relationships through excellent service. Ideal candidates have 0–1 years of experience in the BFSI domain, with a preference for those familiar with Home Loans. The position is full-time, offering comprehensive exposure to the banking and financial sector.

Qualifications

• 0–1 years of relevant experience in the BFSI domain.
• Prior exposure to Home Loans / loan against property is highly preferred.

Responsibilities

• Source Home Loan customers to meet business plans and sales targets.
• Ensure zero delinquency/default through proactive monitoring.
• Maintain accurate documentation and reporting.

Skills

Customer relationship management

Credit monitoring

Sales techniques

Data analysis

Education

Graduate in any discipline

Job description

Talent Acquisition Specialist | Leveraging Data Analytics to Hire Top Talent | Strategic Hiring | People Centric Recruitment

Job Summary

We are looking for a dynamic Relationship Officer – Home Loans & loan against property to drive quality customer acquisition and manage end‑to‑end loan sourcing activities. The role involves ensuring strict adherence to banking policies, maintaining credit discipline, and building long‑term customer relationships through excellent service and coordination with internal teams.

Key Responsibilities

• Source Home Loan customers in line with defined business plans and sales targets
• Acquire quality customers while maintaining strong credit discipline
• Ensure zero delinquency/default through proactive monitoring and follow‑ups
• Monitor loan portfolios, including loan utilization checks and regular field visits
• Ensure compliance with bank policies, processes, and regulatory guidelines
• Maintain accurate, timely documentation, MIS, and reporting
• Understand customer financial needs and resolve queries to ensure high satisfaction
• Complete loan documentation by clearly explaining terms, collecting fees, and obtaining required signatures/notarization
• Coordinate closely with credit, operations, and legal teams for smooth disbursements
• Perform additional responsibilities as assigned from time to time

Educational Qualifications

• Graduate in any discipline.

Experience

• 0–1 years of relevant experience in the BFSI domain
• Prior exposure to Home Loans / loan against property is highly preferred

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Sales, Business Development, and General Business

Industries

Banking and Financial Services