A Relationship Officer (RO) / Customer Relationship Executive (CRE) at Aquila Finance serves as the primary direct bridge between the NBFC and its loan clients.
Key Responsibilities
Client Acquisition & Business Growth: Sourcing leads and onboarding clients for core products such as Gold Loans, Business Loans, Micro Loans, and Loans Against Property (LAP).
Portfolio & Account Management: Handling direct client communication, processing loan applications, and resolving client queries at the branch level.
Field & Operational Assistance: Conducting initial customer assessments, managing paperwork/KYC documentation, and supporting disbursement and collection processes.
Customer Retention: Ensuring prompt service and maintaining client relations across local branch territories.