Branch Relationship Officer

Department Icon Accounting & Finance
Posted: 4 months ago
0-1 years
Yamunanagar, Haryana
Accounting & Finance
work from office
Full Time

Posted: 4 months ago
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Job Description

Company Description Archbridge Capital Pvt Limited is a purpose-driven financial institution focused on empowering micro, small, and medium enterprises (MSMEs) across Bihar, Uttar Pradesh, Rajasthan, Haryana, Delhi NCR, and nearby regions. The company is built on trust, transparency, and prudent risk management, with a strong commitment to responsible lending. Archbridge Capital works to close the credit gap for deserving but underserved entrepreneurs by offering innovative, flexible, and accessible credit solutions. Its mission is to drive economic growth, foster entrepreneurship, and promote financial inclusion through tailored financial products that address real business needs. By combining a customer-centric approach with technology-driven lending, Archbridge Capital aims to be a leading financial partner for MSMEs while delivering sustainable impact and long-term value.

Role Description This is a full-time, on-site Branch Relationship Officer role based in Saharanpur. The Branch Relationship Officer will build and maintain strong relationships with MSME clients, understanding their financial needs and recommending suitable lending products. The role includes managing a portfolio of customers, conducting regular visits, handling inquiries, and ensuring a high level of customer satisfaction. Responsibilities include supporting loan origination, assisting with documentation, coordinating with internal credit and operations teams, and ensuring timely follow-ups and collections. The Branch Relationship Officer will also contribute to branch-level sales targets, participate in local marketing and outreach activities, and uphold the companys standards of compliance, integrity, and service quality.

Qualifications

  • Strong Business Relationship Management skills to develop, retain, and grow a portfolio of MSME clients.
  • Foundational understanding of Finance, including lending concepts, basic credit assessment, and risk awareness.
  • Effective Communication skills for clear, respectful, and professional interaction with customers and internal teams.
  • Customer Service skills to handle inquiries, resolve issues, and provide a positive client experience.
  • Sales skills to identify opportunities, promote lending products, and support branch business targets.
  • Bachelors degree in business, finance, commerce, or a related field, or equivalent practical experience in financial services.
  • Prior experience in banking, NBFCs, or MSME lending is preferred, especially in branch-based or field roles.
  • Comfort with basic digital tools and lending systems; ability to maintain accurate records and reports.
  • Knowledge of the local market in and around Saharanpur and willingness to travel locally for client visits.
  • High level of integrity, accountability, and willingness to work in a target-oriented, customer-centric environment.

Skills

SalesCollectionsFinancial ProductsFinance

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About Company

Archbridge Capital is a distinguished financial services firm specializing in investment banking and wealth management. With a dedicated team of seasoned professionals, we offer tailored solutions to meet the unique financial objectives of our clients. In investment banking, we excel in mergers and acquisitions, capital raising, and financial advisory services, guiding businesses through critical transactions with expertise and precision. Our wealth management services are designed to preserve and grow our clients' wealth through personalized investment strategies and comprehensive financial planning. At Archbridge Capital, we are committed to delivering exceptional value and building long-term relationships based on trust and integrity.
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