RELATIONSHIP OFFICER

Unifinz Capital India Limited; Delhi; On-site; INR 350,000 - 500,000; Full time

Job summary

Unifinz Capital India Limited is seeking a Relationship Officer in South Delhi to drive acquisition and relationship management across lending and financial products. You will engage clients, identify needs, and close opportunities, ensuring high satisfaction and repeat business.

The ideal candidate is a Graduate with 0–2 years of sales or financial services experience, excellent communication, and a proactive, target-driven mindset; familiarity with CRM tools is a plus.

Qualifications

• Graduate with good communication and sales skills.
• Freshers welcome with strong communication and sales aptitude.

Responsibilities

• Acquire new customers through references and digital channels.
• Build and maintain strong client relationships for repeat business.
• Understand customer needs and recommend suitable financial products.
• Follow up for timely documentation, repayments, and feedback.
• Record leads, opportunities, and client interactions in CRM or reports.
• Stay updated on market trends and regulatory requirements.

Skills

Excellent communication

Interpersonal skills

Customer service orientation

Negotiation

Problem-solving

Target-driven

Education

Graduate

Tools

CRM software

Job description

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