Job Description
Position : Relationship Officer / Senior Relationship Officer
Work Location : Kolkata, West Bengal
Educational Qualification
• Any Graduate/Postgraduate.
• Candidates with 6+ months of experience in Sales/Marketing or MBA freshers are eligible to apply for finance jobs.
Experience
• 6+ months of relevant experience in Sales/Marketing OR
• Fresh MBA graduates.
Role and Responsibilities
• Identify prospective customers in the local area and establish strong customer relationships.
• Handle customer sourcing and retention, cross-selling, and recovery functions across Kolkata.
• Meet personal sales targets while supporting the branch to achieve its quarterly and yearly goals.
• Complete internal and external leads promptly before recommending or selling wealth products.
• Generate referrals and cross-sell other products offered by the branch, such as investments, insurance, mortgages, and personal loans.
Eligibility Criteria
• Minimum 50% aggregate in the qualifying degree.
• Familiarity with the Kolkata local areas.
• Strong communication, presentation, and team coordination skills.
• Must own a vehicle to commute and meet customers.
• Knowledge of the local market in Kolkata to generate leads is essential.
Selection Process
• General Aptitude Test.
• Line Manager Interview
• HR Interview.
How to Apply
• Ensure you meet the required qualifications and criteria for jobs in Kolkata West Bengal.
• Visit the official website of Sriram Finance
• Submit your application along with an updated resume and accurate details.
• Shortlisted candidates will receive a notification for further interview rounds.
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💡 Quick Summary
Seeking a career-building opportunity? The Relationship Officer position is now open for candidates interested in the Finance sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
