Company Name: Shri Kalyan Punji Pvt. Ltd.
Channel Partner: HDFC Bank
Location: Nexus Spaces, Vishal Astra, AB Road, Satya Sai Square, Indore, Madhya Pradesh
Job Type: Full-time | Office-Based
The Relationship Officer will be responsible for providing financial services to customers by understanding their needs and offering suitable banking and financial products in association with HDFC Bank. The role focuses on customer relationship management, service quality, and business growth.
Provide financial services and solutions to customers as per their requirements
Interact with customers through calls and meetings to explain banking products
Promote HDFC Bank products including loans, credit cards, and other financial services
Build and maintain strong customer relationships
Assist customers with documentation, application processing, and KYC compliance
Coordinate with bank and internal teams for timely approvals and disbursements
Maintain accurate customer records and follow-ups
Ensure compliance with company policies and banking regulations
Achieve assigned targets and contribute to business development
Graduate / Post Graduate in any discipline
Freshers and experienced candidates are welcome
Good communication and interpersonal skills
Basic understanding of financial services is preferred
Customer relationship management
Financial service advisory skills
Communication and negotiation skills
Problem-solving ability
Basic computer proficiency
Salary: ₹10,000 – ₹25,000 per month
Attractive incentives based on performance