Relationship Officer - Home Loan

Smart4talent; Jhansi, Mathura; On-site; INR 420,000 - 650,000; Full time

Job summary

Smart4talent in India (Uttar Pradesh, Jhansi) is seeking a proactive sales professional to support sales activities, generate leads, and assist customers with documentation and application processes. You will follow up with prospects, maintain lead records, and coordinate with internal teams for timely processing and disbursement.

The role requires strong sales and business development experience, excellent communication, and CRM skills.

Qualifications

• Graduate in any discipline; Bachelor's degree mandatory.
• Experience in Banking, Financial Services, NBFC, Housing Finance, or related sectors preferred.
• Strong sales and business development experience.
• Good communication and interpersonal skills.
• Proficiency in Microsoft Office applications.

Responsibilities

• Support sales activities and customer acquisition initiatives.
• Generate leads through field activities and references.
• Assist customers with documentation and application processes.
• Follow up with prospective customers and maintain lead records.
• Coordinate with internal teams for timely processing and disbursement.
• Achieve assigned sales and sourcing targets.

Skills

Sales & BD

Communication

Interpersonal skills

Analytical thinking

CRM skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Support sales activities and customer acquisition initiatives.

Generate leads through field activities and references.

Assist customers with documentation and application processes.

Follow up with prospective customers and maintain lead records.

Coordinate with internal teams for timely processing and disbursement.

Achieve assigned sales and sourcing targets.

Business Sourcing Channels

• DST (Direct Selling Team)
• Connector Network
• DSA (Direct Selling Associates)

Preferred Candidate Profile

• Graduate in any discipline (Bachelor?s Degree mandatory).
• Experience in Banking, Financial Services, NBFC, Housing Finance, or related sectors preferred.
• Strong sales and business development experience.
• Good communication and interpersonal skills.
• Proficiency in Microsoft Office applications.
• Strong analytical and problem-solving abilities.
• Excellent customer relationship management skills.

Experience Criteria

• RO: Minimum 1 Year of Experience in Banking, Financial Services, NBFC, Housing Finance, or related Sales Domain.