Relationship Manager

We are seeking a motivated and results-driven Relationship Manager to join our team. The ideal candidate will be responsible for sourcing new clients, promoting loan products (LAP, business loans, and term loans), and driving revenue growth through strong customer relationships and market insight.
Location: Mumbai / Pune

Roles and Responsibilities

• Identify and acquire new customers through field visits, referrals, and lead generation.
• Promote and sell NBFC loan products, with a focus on SME clients.
• Understand client financial needs and recommend suitable loan solutions.
• Manage the complete sales lifecycle: prospecting, pitching, documentation, and follow-up.
• Build and maintain long-term customer relationships.
• Coordinate with internal teams to ensure smooth loan processing and disbursal.
• Achieve monthly and quarterly sales targets.
• Stay updated on market trends, competitor offerings, and regulatory guidelines.

Key Focus Areas

• LAP Sourcing Expertise: Proven experience in acquiring high-ticket LAP customers.
• Credit Understanding: Knowledge of financials and property documents.
• Customer Relations: Strong communication and negotiation skills.
• Market Penetration: Experience across metro and Tier-2 markets.
• Target Achievement: Consistent record of meeting sales targets.
• Channel Management: Strong DSA network and relationship-building abilities.
• Compliance: Understanding of KYC, credit checks, and regulatory norms.
• Tech Proficiency: Comfortable using CRM tools and digital sales platforms.

Skills and Experience

• Bachelor’s degree required; Master’s in Business, Finance, Marketing, or related field preferred.
• Minimum 3 years of sales experience in NBFCs, banks, or financial services.
• Strong understanding of loan products, especially LAP and business loans.
• Excellent communication, negotiation, and interpersonal skills.
• Goal-oriented, self-motivated, and proactive in client engagement.
• Proficiency in CRM tools and MS Office.

Job Types: Full-time, Permanent

Pay: ₹600,000.00 - ₹900,000.00 per year