Loan Relationship Officer –

- Loan &
- Financial Services

Job Title: Loan Relationship Officer (Field Sales)

Location: Barabanki / Lucknow, Uttar Pradesh

Employment Type: Full-Time

Department: Sales &

- Business Development

Authorized partner channel with "Godrej Capital"

About the Role :-

We are looking for motivated, customer-oriented, and result-driven Loan Relationship Officers to join our growing loan and financial services team.

The selected candidates will be responsible for building relationships with potential customers, generating qualified loan leads, understanding customers' financial requirements, conducting preliminary eligibility screening, assisting with documentation, and coordinating with customers throughout the loan application process.

The role will initially focus on loan products offered through our authorized partner channel with "Godrej Capital", subject to applicable partner policies, processes, and eligibility criteria.

Key Responsibilities :-

- Develop and maintain relationships with potential customers, local businesses, traders, shop owners, MSMEs, professionals, and self-employed individuals.
- Generate qualified loan leads through field visits, referrals, networking, market visits, and local business contacts.
- Understand customers' loan requirements, business profile, income, existing liabilities, and basic financial information.
- Conduct preliminary customer screening based on applicable eligibility criteria.
- Explain relevant loan products, basic eligibility requirements, documentation, and the application process clearly and accurately.




- Assist customers with the collection and coordination of required documents as permitted under the applicable partner process.
- Coordinate with the internal team and lender/partner representatives for application processing.
- Maintain regular communication with customers and provide updates regarding pending documents and application status.
- Conduct timely follow-ups to improve lead and application conversion.
- Develop referral relationships with local business owners, accountants, consultants, dealers, professionals, and other potential lead sources.
- Maintain accurate records of leads, customer meetings, follow-ups, applications, and outcomes.
- Achieve assigned activity, lead-generation, and business-development targets.
- Provide regular daily/weekly reports to the Team Leader/Management.
- Follow all company, lender, customer-data, privacy, and compliance guidelines.

Candidate Requirements :-

- Minimum qualification: 12th Pass
- Graduation preferred.
- Freshers with good communication, confidence, and sales ability may apply.
- Previous experience in sales, field marketing, banking, insurance, loans, fintech, or financial services will be an advantage.
- Strong communication and interpersonal skills.
- Valuable customer-handling and relationship-building ability.
- Comfortable with field visits and meeting new people.
- Basic knowledge of smartphones, WhatsApp, Google Sheets and excel.
- Local market knowledge of Barabanki/Lucknow will be an advantage.
- Two-wheeler and valid driving licence preferred.
- Should be target-oriented, disciplined, self-motivated, and willing to learn.
- Ability to work independently as well as part of a team.

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