Position: Relationship Executive
Department: Sales / Business Development
Reporting To: Branch Manager / Relationship Team Leader

Job Summary

The Relationship Executive is responsible for generating new business, maintaining customer relationships, achieving sales targets, and ensuring timely loan collections. The role involves field visits, customer acquisition, loan sourcing, and providing excellent customer service.

Key Responsibilities

- Generate new business through field visits, referrals, and local market activities.
- Achieve monthly business and collection targets assigned by the company.
- Build and maintain strong relationships with existing and prospective customers.
- Explain loan products, eligibility criteria, interest rates, and repayment terms to customers.
- Collect customer documents and complete loan application formalities.
- Coordinate with the credit and operations teams for smooth loan processing and disbursement.
- Follow up with customers for timely EMI payments and overdue collections.
- Resolve customer queries and provide prompt after-sales service.
- Maintain daily visit reports, customer records, and sales activities.
- Identify new business opportunities in the assigned territory.




- Ensure compliance with company policies and procedures.

Educational Qualification

- 12th Pass or Any Graduate from a recognized board/university.

Experience

- Freshers are welcome.
- Candidates with 0–3 years of experience in sales, banking, NBFC, microfinance, insurance, or customer relationship management will be preferred.

Required Skills

- Valuable communication and interpersonal skills.
- Customer handling and relationship-building ability.
- Sales and negotiation skills.
- Basic knowledge of smartphones and MS Office.
- Ability to work in the field and achieve targets.
- Willingness to travel within the assigned area.

Job Location

- As assigned by the company.

Salary & Benefits

- Salary as per company norms.
- Attractive incentives based on performance.
- Travel allowance and other benefits as per company policy.

Key Performance Indicators (KPIs)

- Business target achievement.
- Customer acquisition.
- Collection efficiency.
- Customer satisfaction.
- Timely reporting and documentation.
- Compliance with company policies.

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

- Health insurance
- Provident Fund

Work Location: In person

📌 Relationship Executive (India)
🏢 Varth Capital Private
📍 India