Profile: Relationship Officer (Field Sales)
Key Responsibilities
Generate leads and acquire new customers.
Promote and sell banking products, including Business Loans and other financial services.
Identify potential customers through field visits and direct interaction.
Understand customer requirements and suggest suitable financial products.
Build and maintain strong customer relationships.
Explain loan products, eligibility criteria, and documentation requirements.
Follow up with prospective customers and convert leads into business.
Achieve monthly sales targets and business objectives.
Eligibility Criteria
Graduate in any discipline.
Freshers or candidates with 0–3 years of experience can apply.
Good communication and interpersonal skills.
Strong convincing and customer-handling abilities.
Basic knowledge of banking, financial products and loans will be an advantage.
Willingness to work in a field sales role.
Skills Required
Communication Skills
Sales & Negotiation
Lead Generation
Customer Relationship Management
Target Orientation
Problem-Solving Skills