SENIOR RELATIONSHIP OFFICER

PeopleStrong; Habra; On-site; INR 350,000 - 550,000; Full time

Job summary

SULB Muthoot Fincorp in West Bengal seeks a proactive sales professional to drive customer acquisition and handle end-to-end loan processing. You will identify micro markets, appoint and manage referral partners, and perform doorstep service to clients, ensuring strong relationship management and pipeline generation.

The role emphasizes field engagement, cold calling, and daily sales activity to meet targets, with a focus on cross-selling insurance and maintaining excellent customer service

Qualifications

• Strong presentation skills
• Relationship building and stakeholder management abilities
• Process knowledge/orientation
• Cross-selling and upselling capabilities
• Business development focus to drive growth
• Excellent communication in local language and English

Responsibilities

• Find new micro markets and empanel referral partners to scale up Micro LAP business & Gold backed secured loan (Suvarna).
• Work in the Area assigned by the Branch Business Manager and generate leads.
• Cold calling to the potential customer base to generate business.
• Daily sales calls as per the Plan submitted to BBM.
• To find, nurture and develop excellent relationship with the Referral Partners / Connectors.
• Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business.
• To give doorstep service to customers – at their residence or office.
• To learn the Organization’s policies, and source files as per the policy.
• To Act as the Eyes & Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager
• To Support the Customers in terms of end -to- end loan processing.
• To act as the Bridge between Customers and the Branch
• To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.
• To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health & Life.
• To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.

Skills

Strong presentation skills

Relationship Building

Stakeholder Management

Process Knowledge/Orientation

Cross Selling/Upselling

Business Development

Communication Skills

Job description

Deliver on Customer Acquisition through business development

• To find new micro markets and empanel good quality referral partners to scale up Micro LAP business & Gold backed secured business loan (Suvarna)
• Work in the Area assigned by the Branch Business Manager and generate leads
• Cold Calling to the potential customer base to generate business
• Daily Sales Calls as per the Plan submitted to BBM
• To find, nurture and develop excellent relationship with the Referral Partners / Connectors
• Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business
• To give doorstep service to customers – at their residence or office.
• To learn the Organization’s policies, and source files as per the policy.
• To Act as the Eyes & Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager
• To Support the Customers in terms of end -to- end loan processing.
• To act as the Bridge between Customers and the Branch
• To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.
• To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health & Life.
• To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.

Knowledge, Skills & Attributes

• Strong presentation skills
• Relationship Building & Stake holder Management
• Process Knowledge/ Orientation
• Cross Selling / Upselling Skills
• Business Development
• Communication Skills – Proficiency in local language and English