A Loan Relationship Executive is a customer service representative
who works in the banking or financial industry and is responsible for
contacting customers to offer loan products and services.
The job description of a loan relationship executive includes the
following responsibilities:
1. Contacting customers: This involves making outbound calls to
potential customers to promote loan products and services and
answer any questions they may have.
2. Identifying customer needs: This includes listening to customers'
financial needs and suggesting loan products and services that are
appropriate for their situation
.
3. Explaining loan products and services: This involves explaining
the terms and conditions of loan products, including interest rates,
repayment schedules, and other relevant information.
4. Maintaining customer databases: This includes keeping track of
customer interactions and maintaining accurate and up-to date
customer databases.
5. Meeting sales targets: This involves meeting or exceeding sales
targets by selling loan products and services to customers.
6. Providing customer service: This includes responding to
customer inquiries, addressing complaints, and providing
assistance with loan applications.
7. Collaborating with loan officers: This includes working closely
with loan officers to ensure that customers are being offered
appropriate loan products and services.
To be successful as a loan relationship executive, you should have
excellent communication and customer service skills, be
comfortable working in a fast-paced environment, and be highly
organised and detail- oriented.
Additionally, you should have a good understanding of loan
products and services, be able to work independently and as part of
a team, and be comfortable with sales techniques.
Experience
0 - 3 Years
No. of Openings
20
Education
Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, B.A, B.Arch, B.B.A, Any Bachelor Degree, Post Graduate Diploma
Role
Relationship Executive
Industry Type
Call Centre / BPO / KPO / ITES / LPO
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office