Relationship Executive

Equipment Finance Relationship Officer

Bank: Axis Bank
Department: Equipment Finance / Business Loan
Role: Relationship Officer – Sales
Employment: Partner Payroll / Off-Roll

Key Responsibilities:

• Acquire new customers for Equipment Finance products.
• Generate leads through market visits, references, dealer networks, and other channels.
• Develop and maintain relationships with customers, dealers, and business partners.
• Understand customer requirements and recommend suitable financing solutions.
• Collect and verify customer documents and coordinate with internal teams for loan processing.
• Manage the complete sales cycle from lead generation to disbursement.
• Achieve assigned monthly sales and disbursement targets.
• Conduct regular field visits and expand the customer/dealer network.
• Ensure proper follow-up with prospective and existing customers.
• Maintain accurate sales reports and customer records.