Relationship Officer- Credits
18 Steps Consultants
- 2 Vacancy
- South Kerala
-
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- Posted: 25 days ago
- Not yet applied
- Job id685bd08627a67fe1a3fc016d
- Experience5 - 10 years
- SalaryNot disclosed
- Job Applicants0
A leading financial company specializing in Stock Broking and Financial Services is hiring Relationship Officers – Credits for its Loan against Shares and Mutual Funds division.
Skills
- Market Research
- Networking
- Promotional Activities
- Presentation Skills
- Coordination
- Communication
- Data Management
Requirements
- Job Role Relationship Officer - Credits
- Job Type Full Time
- Workplace Type Onsite
- Industry Human Resources Services
Secondary locations
North Kerala
About
Not provided
Responsibilities
· Identify and acquire new clients through networking, referrals, and cold calling.
· Promote and sell financial products such as loans, insurance, and other non-banking financial services.
· Build and maintain strong client relationships to ensure customer retention and satisfaction.
· Conduct market research to understand customer needs, industry trends, and competitive offerings.
· Prepare and present sales proposals and financial solutions to prospective clients.
· Achieve and exceed assigned sales targets and business goals.
· Coordinate with internal teams (operations, credit, and customer service) to ensure smooth processing of financial transactions.
· Maintain accurate records of sales activities, client interactions, and market feedback.
· Ensure adherence to company policies, regulatory guidelines, and compliance standards
Other Requirements
- No. of openings- 2 (South Kerala-1, North Kerala-1)
- Locations: South Kerala (Kochi/Kottayam/Trivandrum Regions) ,North Kerala (Thrissur/Palakkad/Calicut Regions)
- Products- Loan against Shares and Loan against Mutual Funds
- Qualification: Graduation
- Experience: 5 to 10 years in similar profile
- Salary: Decent hike can be given from current CTC
- Knowledge in Capital market required.
- Interview: Offline
Good to have
Not provided
About the Company
18 steps consultants is a recruitment consultancy based out of Kerala, India. We cater to various industries and provide hiring assistance at all levels.