Roles & Responsibilities

- Generate new leads and acquire customers through field visits, references, and market activities.

- Build and maintain strong relationships with existing and potential customers.

- Understand customer requirements and recommend suitable financial products.

- Explain product features, eligibility, documentation, interest rates, and repayment terms.

- Collect and verify customer KYC and required documents.

- Coordinate with Credit, Operations, and other internal teams for smooth application processing.

- Follow up with customers from lead generation to disbursement.

- Achieve monthly sales and business targets.

- Maintain regular follow-ups with customers and ensure good customer service.

- Identify new business opportunities and expand the customer base.

Requirements

- Graduate in any discipline.

- 1–3 years of experience in sales/relationship management, preferably in Banking/NBFC/BFSI.

- Good communication and customer-handling skills.

- Solid sales and negotiation skills.

- Willingness to travel for field work.

- Target-oriented and self-motivated approach.

📌 Relationship officer - CASA (Durgapur)
🏢 SkillLabs
📍 Durgapur