Senior Relationship Officer Wheels

AU Small Finance Bank

Telangana

Vor Ort

INR 600.000 - 900.000

Vollzeit

14 Tage+

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Zusammenfassung

AU Small Finance Bank is seeking a Senior Relationship Officer Wheels to be the primary interface with customers and channels for business sourcing. Based in Korutla, you will drive targets, generate leads, verify documents, and ensure timely vehicle delivery from dealers.

You will manage dealer relationships, ensure compliant sourcing, and deliver high-quality customer service through field visits and channel partnerships.

Qualifikationen

  • 0–3 years BFSI sales or relationship experience.
  • Strong client-facing communication and interpersonal skills.
  • Knowledge of vehicle sale/purchase processes and documentation.

Aufgaben

  • Achieve assigned targets and productivity on a monthly basis.
  • Generate leads from sourcing channels and close deals.
  • Assess customer profiles, collect documents, and refer for credit approval.
  • Coordinate delivery of vehicles from dealers and partners.
  • Follow up for deferrals and post-disbursement documents.
  • Source only from authorised dealers and empanelled channels.
  • Manage dealer relationships and other sourcing channels to drive volumes.
  • Ensure asset verification and handle non-starter/early default cases.
  • Provide timely servicing for customer service requests.

Kenntnisse

Customer-centric mindset
Digital apps handling
Attention to detail

Jobbeschreibung

Group Company: AU Small Finance Bank Limited

Designation: Senior Relationship Officer Wheels

Office Location: KORUTLA Korutla

Position description: Primary interface of the bank with the customer as well as the channels for business sourcing

Primary Responsibilities:
  • 1. Achieve assigned targets and productivity requirements - meet the threshold targets on monthly basis
  • 2. Generate potential business leads from sourcing channels, follow up and bring it to closure
  • 3. Assess customer profile, visit customer's place, collect necessary documentation and recommend customers to credit for approval
  • 4. Ensure physical delivery of vehicle from the dealer/channel partner - stay vigilant about asset jumping/over pricing etc.
  • 5. Follow up and collect deferrals and post disbursement documents in a timely manner.
  • 6. Ensure only Direct sourcing from authorised dealers and empanelled channels - no third party sourcing, includes employees of other banks and financial institutions.
  • 7. Manage relationship with dealers, Commercial Associates, referrals and other sourcing channels to generate business volumes through these channels.
  • 8. Ensure Asset verification and Non starter-Early default cases and build relationships
  • 9. Ensure timely servicing of customer service requests
Additional Responsibilities:
  • 1. No false commitments in the market place/ Misselling strictly not allowed
  • 2. No cash transactions without official reciepts
  • 3. share all relevant information with seniors promptly.
  • 4. To understand the core of the bank's business philosophy and methodology
  • 5. Explain terms and conditions to the customer with full transparency and clarity
  • 6. Provide timely feedback on customers to the channels
Reporting Team
  • Reporting Designation:
  • Reporting Department:
Educational qualifications preferred
  • Category:
  • Field specialization:
  • Degree:
  • Academic score:
  • Institution tier:
Required Certification/s:

Required Certification/s:

Required Training/s:

Required Training/s:

Required work experience
  • Industry: BFSI
  • Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer
  • Years of experience: 0 to 3
Key Performance Indicators:

Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate

Required Competencies:
  • 1. Customer-centric mindset and actions
  • 2. adept at handling digital business apps and software3. hard work and detail-orientation
  • 3. eager to learn and grow as a banking professional
  • 4. positive mindset, ethical and high integrity
  • 5. Bias for Action and Urgency
  • 6. ownership and accountability for results
Required Knowledge:
  • 1. Knowledge of documents pertaining to vehicle sale / purchase
  • 2. Aptitude for sales & marketing - lead generating activities
  • 3. Persistence and patience in dealing with clients
  • 4. Target Market Knowledge - Local Area geography familiarity
  • 5. Familiarity with Digital applications
  • 6. Detailed data collection/recording
Required Skills:
  • 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken
  • 2. Relationship Management - Client-Centric Approach, respectful
  • 3. Sales Forecasting & Reporting
Required abilities
  • Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients
  • Other:
Work Environment Details:

Work Environment Details: 90% - Field, 10% - Office

Specific requirements
  • Travel: High
  • Vehicle: 2-wheeler
  • Work Permit:
Other details
  • Pay Rate:
  • Contract Types: Permanent
  • Time Constraints: Flexibile workhours as per business requirement
  • Compliance Related: 1. Aherence to Code of Conduct policy of the bank2. Non-disclosure of confidential information about bank, clients 3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc.
  • Union Affiliation:
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