Virtual Relationship Officer

Job highlights

• Experience in financial services with knowledge of Loan against Securities and Consumer Loans products
• Identify and engage partners and distributors to grow loan business, provide training and support, maintain relationships, and coordinate meetings

About NJ Group

Established in 1994, NJ Group is a leader in the Indian financial services industry with a presence in over 200 locations across India and Dubai. With a team of over 2,500 employees and 50,000+ active advisors, the group manages Assets Under Advice exceeding 2,86,991 Cr for more than 44 lakh investors.

About NJ Capital

NJ Capital is a registered NBFC dedicated to providing innovative and affordable loan products. Leveraging technology and data analytics, we offer a fully automated, paperless lending process designed to deliver a seamless and user-friendly borrowing experience.

Key Responsibilites :

NJ Wealth Channel :

1. Identify UMs/ BMs/ Express/ AMs in the assigned list that are lagging on the business growth curve

2. Identify potential NJII partners who can be enrolled for Loan against securities(LAS) & Consumer Loans (CL) businesses

3. Work closely with the assigned list of UMs/ BMs/ Express/ AMs to grow the LAS and CL business by active engagement over phone

4. Reach out to, train, enroll, and handhold new NJII partners for LAS and CL (for at least 2-3 loans) with the help of UMs/ BMs/ Express/ AMs. This will involve doing online video training

5. This includes coaching them on difference between Term Loan and Flexi Loan.

6. Maintain relationship with the Partners in assigned branches.

7. Where necessary, fix an appointment for the Team Leader for an in-person meeting

Mutual Fund Distributor(MFD) Channel :

1. Update the provided MFD list with current contact details and AUM numbers

2. Call the MFDs to persuade them to commence LAS with NJ Capital (if they aren't already doing so or are using a competitor).

3. Encourage them to join a videocall/ video training session where product details and commercials can be explained.

4. Enroll and handhold newly registered MFDs through their first 2-3 loan transactions.

5. This includes coaching them on the difference between Term Loan and Flexi Loan

6. Maintain relationship with the MFDs once they are live

7. Where necessary, fix an appointment for the Team Leader for an in-person meeting.