Relationship officer - CASA

SkillLabs; Durgapur; In loco; INR 300.000 - 520.000; Tempo pieno

Descrizione del lavoro

SkillLabs in India is seeking a Sales/Relationship Executive to generate leads, visit clients, and build strong customer relationships for financial products. You will explain product features, collect KYC, and coordinate with internal teams to move applications forward.

The role requires 1–3 years in BFSI sales, excellent communication, and a drive to meet targets. Travel for field work is expected, with opportunities to grow in a dynamic team environment.

Competenze

• Bachelor’s degree or equivalent in any discipline.
• 1–3 years of sales/relationship management experience in BFSI/Banking/NBFC preferred.
• Strong communication and customer-handling abilities.
• Proven sales and negotiation skills.
• Willingness to travel for field work.
• Must be target-driven and self-motivated.

Mansioni

• Generate new leads and acquire customers through field visits, references, and market activities.
• Build and maintain relationships with existing and potential customers.
• Understand customer requirements and recommend appropriate financial products.
• Explain product features, eligibility criteria, documentation, interest rates, and repayment terms.
• Collect and verify customer KYC documents and other required paperwork.
• Coordinate with Credit, Operations, and other internal teams for smooth processing of applications.
• Follow up with customers from lead generation to disbursement.
• Meet monthly sales and business targets.
• Maintain regular follow-up to ensure high-quality customer service.
• Identify new business opportunities and expand the customer base.

Conoscenze

Communication

Customer handling

Negotiation skills

Travel readiness

Target oriented

Formazione

Graduate

Descrizione del lavoro

Roles & Responsibilities

• Generate new leads and acquire customers through field visits, references, and market activities.
• Build and maintain strong relationships with existing and potential customers.
• Understand customer requirements and recommend suitable financial products.
• Explain product features, eligibility, documentation, interest rates, and repayment terms.
• Collect and verify customer KYC and required documents.
• Coordinate with Credit, Operations, and other internal teams for smooth application processing.
• Follow up with customers from lead generation to disbursement.
• Achieve monthly sales and business targets.
• Maintain regular follow-ups with customers and ensure good customer service.
• Identify new business opportunities and expand the customer base.

Requirements

• Graduate in any discipline.
• 1–3 years of experience in sales/relationship management, preferably in Banking/NBFC/BFSI.
• Good communication and customer-handling skills.
• Strong sales and negotiation skills.
• Willingness to travel for field work.
• Target-oriented and self-motivated approach.