Relationship Manager

Motilal Oswal Financial Services Limited

Santhi Nagar, Tirunelveli

₹20,000 - ₹43,000 monthly*

Fixed

20000 - ₹28000

Average Incentives*

15,000

Earning Potential

43,000

You can earn more incentive if you perform well

Field Job

Full Time

Min. 1 year

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

57 applicants

Benefits include: PF, ESI (ESIC)

Job Description

Title RO/RM Area of operation Branch Location

Department Sales Direct reporting Branch Sales Manager

Level Executive/Sr Executive Dotted line/any other reporting NA

Location Regional Locations Number of people supervised NA



SECTION 2: PURPOSE OF ROLE

In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required

Responsible for achievemnent of sales target through various channels of business including direct relationships










Media



SECTION 4: DO: KEY ACTIVITIES


Critical Routine

Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion.

Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done.

Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities

Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction









SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS


KRA Performance 

Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important)









SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE

In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction.


Educational Qualifications Undergraduate/Graduate

Additional Certifications/Trainings (desirable)

Prior Experience Minimum 6 Months experience in sales of HL/LAP.

Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan.

IT Skills Basic knowledge of MS Office





SECTION 8: COMPETENCIES

In this section, please indicate the key behavioural and technical attributes required to perform the job


Behavioural Technical

Leadership Product Knowledge

Assertion Local Area Knowledge

Aggression Knowledge on KYC Documents

People Management

Customer orientation

Interpersonal/ relationship management skills

Job role

Department

Banking / Insurance / Financial Services

Role / Category

Banking/Loan Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 1 year

Education

12th Pass

Skills

Loan Against Property, Home Insurance, Home Loan Sales, LAP (Loan against property)

English level

Basic English

Age limit

18 - 35 years

Gender

Any gender

About company

Name

Motilal Oswal Financial Services Limited

Address

Tirunelveli New Bus Stand, Vasanth Nagar, Tirunelveli, Tamil Nadu, India

Job posted by Motilal Oswal Financial Services Limited

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