Relationship Officer

Relationship Officer / Team Leader Personal & Business Loans

Job Location: Chennai
Department: Sales & Business Development
Industry: Banking / BFSI
Employment Type: Full Time, Permanent
Role Category: Retail & B2C Sales

Job Description

We are looking for Relationship Officers / Team Leaders to drive sales and customer acquisition for Personal Loan and Business Loan products.

Key Responsibilities

• Promote and sell Personal Loan and Business Loan products to prospective customers.
• Generate new leads through field visits, references, market activities, and customer interactions.
• Follow up with leads and convert them into successful loan closures.
• Identify potential customers across urban and rural markets.
• Understand customer requirements and recommend suitable loan products.
• Collect and verify required customer documents and KYC details.
• Complete loan applications and submit customer files to the bank/operations team.
• Coordinate with internal teams for smooth loan processing and disbursement.
• Maintain accurate records of leads, customer details, sales activities, and reports.
• Build and maintain strong customer relationships through pre-sales and post-sales support.
• Achieve assigned sales targets and business objectives.

Candidate Profile

• Education: Any Graduate
• Experience: Freshers can apply; prior experience in Sales / Banking / BFSI / Loan Sales is an added advantage.
• Good communication and customer-handling skills.
• Strong lead generation and sales conversion ability.
• Knowledge of the local market and customer base.
• Willingness to travel for field sales activities.
• Two-wheeler preferred.
• Field sales role – Male candidates preferred.
• Age: 18–35 years.

Products

Personal Loan | Business Loan

Interested Candidates

Candidates can Call / WhatsApp their updated Resume along with their preferred location.

HR Contacts:
Thambi Durai: [phone removed]
Lokesh: [phone removed]

Key Skills

Field Sales, Banking Sales, BFSI Sales, Loan Sales, Personal Loan, Business Loan, Relationship Officer, Relationship Manager, Sales Executive, Lead Generation, Customer Acquisition, Direct Sales, B2C Sales, Loan Processing, Customer Relationship Management, Banking Products, Sales Target