Relationship Executive

Job Description

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

    B.A, B.Arch, B.B.A, Diploma, Advanced/Higher Diploma, Any Bachelor Degree, Professional Degree, Post Graduate Diploma, Secondary School, Vocational Course

  • 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

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