Relationship Officer

Kuber Financial Services Private Limited; Dera Bassi; On-site; INR 300,000 - 450,000; Full time

Job summary

Kuber Financial Services Private Limited in India is hiring a Relationship Officer for an on-site role in Dera Bassi. You will manage client relationships, assess financial needs, and tailor solutions across LAP, working capital, term loans, and invoice discounting.

You will coordinate with stakeholders, maintain records, and work toward quarterly targets while delivering excellent customer service.

Qualifications

• Strong knowledge of financial products (LAP, working capital, term loans, invoice discounting)
• Excellent communication and interpersonal skills
• Ability to assess client needs and tailor financial solutions
• Experience with secured and unsecured offerings
• Proficient in maintaining client records and using financial software
• Bachelor's degree in Finance, Business Administration, or related field
• Prior banking/financial sector experience is a plus

Responsibilities

• Manage client relationships and understand financial needs
• Assess client financial positions and recommend credit products
• Ensure customer satisfaction and coordinate with stakeholders
• Maintain client records and achieve business targets

Skills

LAP (Loan against Property)

Working Capital Finance

Term Loans

Invoice Discounting

Client Relationship Management

Communication Skills

Financial Software

Bachelor's degree in Finance or Rel.

Education

Bachelor's degree in Finance or related field

Tools

CRM software

MS Excel

Job description

Kuber Financial Services Private Limited is a financial consulting firm dedicated to empowering MSMEs by unlocking their growth potential. We develop a deep understanding of our clients' businesses to recommend customized growth capital essential for expansion. Our team of ex-bankers utilizes their extensive industry experience and relationships to source the best terms for our clients. With key offerings in both secured and unsecured finance, we have distinguished ourselves in various sectors such as Real Estate, Iron and Steel, and Pharmaceuticals. Operating in five locations across Delhi NCR, Punjab, Haryana, Chandigarh, and Rajasthan, we aim to scale up to 20 locations in the next three years.

Company Description

Kuber Financial Services Private Limited is a financial consulting firm dedicated to empowering MSMEs by unlocking their growth potential. We develop a deep understanding of our clients' businesses to recommend customized growth capital essential for expansion. Our team of ex-bankers utilizes their extensive industry experience and relationships to source the best terms for our clients. With key offerings in both secured and unsecured finance, we have distinguished ourselves in various sectors such as Real Estate, Iron and Steel, and Pharmaceuticals. Operating in five locations across Delhi NCR, Punjab, Haryana, Chandigarh, and Rajasthan, we aim to scale up to 20 locations in the next three years.

Role Description

This is a full-time on-site role for a Relationship Officer based in Dera Bassi. The Relationship Officer will be responsible for managing client relationships, understanding their financial needs, and providing tailored solutions. Daily tasks will include assessing client financial positions, recommending suitable credit products, and ensuring customer satisfaction. Additionally, the role involves coordinating with various stakeholders, maintaining client records, and achieving business targets.

Qualifications

• Strong knowledge of financial products such as Loan against Property (LAP), Working Capital finance, Term Loans, and Invoice Discounting
• Excellent communication and interpersonal skills
• Ability to understand client business requirements and provide customized financial solutions
• Experience with both secured and unsecured financial offerings
• Proficiency in maintaining client records and using financial software
• Bachelor's degree in Finance, Business Administration, or related field
• Prior experience in the banking or financial sector is a plus
• Ability to work effectively in a fast-paced and dynamic environment