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Relationship Executive

Banking, Financial Services and Insurance | Financial Inclusion Officer

15,000 - 25,000 p.m | Under Graduate | Thiruvarur

Thiruvarur

Gender : Male | Age Limit - 19-29 | Openings - 10 | Experience - Fresher | Job Type - Regular

Description

Roles and Responsibilities

1. Sales Responsibilities

  • Promote Financial Products:

    • Product Knowledge: Understand and articulate the features and benefits of financial products tailored for low-income or underserved communities, such as microloans, savings accounts, or insurance.
    • Client Engagement: Actively seek out and engage potential clients through various channels, including community events, partnerships with local organizations, and direct outreach.
    • Sales Targets: Achieve or exceed sales targets by identifying and converting prospects into clients.
  • Customer Needs Assessment:

    • Needs Analysis: Conduct thorough assessments of clients’ financial needs and recommend suitable products or services.
    • Personalized Solutions: Provide customized solutions based on individual client profiles and requirements.
  • Relationship Building:

    • Client Interaction: Build and maintain strong relationships with clients, ensuring they receive exceptional service and support.
    • Follow-Up: Regularly follow up with clients to address any questions or concerns and to ensure continued satisfaction with the financial products.

2. Collection Responsibilities

  • Payment Collection:

    • Collection Process: Manage the collection of payments for loans or other financial products, ensuring timely and accurate collection.
    • Client Communication: Contact clients to remind them of upcoming or overdue payments, and assist them with payment arrangements if needed.

Skills

  • Collections Executive
  • Microfinance Executive


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