Job Detail

A leading Financial Company for Stock Broking and Financial Services requires:

Position-Relationship Officer-Credits (Loan against Shares & Mutual Funds)

No. of openings- 2 (South Kerala-1, North Kerala-1)

Locations: South Kerala (Kochi/Kottayam/Trivandrum Regions)

                     North Kerala (Thrissur/Palakkad/Calicut Regions)

Products- Loan against Shares and Loan against Mutual Funds

Qualification: Graduation

Experience: 5 to 10 years in similar profile

Salary: Decent hike can be given from current CTC

Knowledge in Capital market required.

Interview: Offline

Essential Duties and Responsibilities:

· Identify and acquire new clients through networking, referrals, and cold calling.

· Promote and sell financial products such as loans, insurance, and other non-banking financial services.

· Build and maintain strong client relationships to ensure customer retention and satisfaction.

· Conduct market research to understand customer needs, industry trends, and competitive offerings.

· Prepare and present sales proposals and financial solutions to prospective clients.

· Achieve and exceed assigned sales targets and business goals.

· Coordinate with internal teams (operations, credit, and customer service) to ensure smooth processing of financial transactions.

· Maintain accurate records of sales activities, client interactions, and market feedback.

· Ensure adherence to company policies, regulatory guidelines, and compliance standards