Branch Manager/Relationship Officer/Relationship Manager- Rajasthan
The Investment Trust of India · Udaipur · onsite · Posted 61d ago
₹3.5L - ₹8.5L PA1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Branch Manager:
- Responsible for the administration and efficient daily operation of a full service branch office, including lending, product sales, customer service,
- Enhance and contribute in the growth of the company through Business Development
- Achieve individual and branch sales goals through new business sales.
- Prepare and review monthly activity calendar of activities for RO/RM/SM.
- Ensure proper on-boarding of all new customers acquired
- Conduct daily morning huddles to discuss daily plan and agenda for employees
- Maintain customer relationship through sourcing and on-boarding process
- Monitor DSR (Daily Sales report) on a regular basis
- Mentor/Guide new joinees as well as existing branch employees.
- Timely Closure of OTC and PDD.
Relationship Manager/Relationship Officer:
- Generate new customer leads through direct sourcing or via connectors.
- Proactively identify sales prospects and conduct business development activities
- Follow up on new leads and referrals to generate business
- Achieving the monthly sales targets, Cross sell assets and fee products
- Follow the various internal guidelines and procedures of the company
- Ensure customer satisfaction through regular engagement.
- Resolve customer queries/issues and facilitate customer service
- Maintain periodic status reports, including daily activity report and calls/follow-ups.
Preferred candidate profile
Sourced from naukri
Skills
Home loanMortgage LoansLapProperty LoanHome LoansHLLoan against propertyNBFC
About The Investment Trust of India

The Investment Trust of India
Financial Services
1.0k+
employees
Mumbai
US
₹5.6L PA avg
Avg at The Investment Trust of India
₹3.5L – ₹8.5L PA
This role
About
The company operates in real estate, focusing on large-scale development projects to provide affordable housing in the rapidly growing Mumbai region.
Industries
Financial Services
Employee ratings
10 reviews
3.5/ 5
Culture
3.1
Career growth
2.6
Work-life
3.6
Employees rate it well for
Work-Life Balance35Overall Company35
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