Relationship Manager

Job Title: Relationship Manager

Location: Goregaon East

Job Type: Full-Time

Job Summary

We are seeking a motivated and result-oriented Relationship Manager . The role involves sourcing, managing, and growing customer relationships by offering financial products such as Home Loans, Loan Against Property (LAP), Working Capital, Overdraft (OD), and Cash Credit (CC). The ideal candidate will have strong sales, client-handling, and credit assessment skills.

Key Responsibilities

Source new clients and generate business for financial products (Home Loan, LAP, OD, CC, Working Capital).

Build and maintain strong relationships with existing and prospective clients.

Identify customer needs and offer appropriate financial solutions.

Achieve sales targets and ensure profitability.

Coordinate with credit and operations teams for loan processing and approvals.

Maintain proper documentation and compliance as per company and regulatory guidelines.

Ensure high customer satisfaction through prompt query resolution and after-sales service.

Monitor market trends and competitor activities to identify new business opportunities.

Key Skills & Competencies

 Strong knowledge of finance products – Home Loans, LAP, Working Capital, OD/CC.

 Excellent communication, presentation, and negotiation skills.

 Ability to build and maintain long-term client relationships.

 Target-driven with proven sales track record.

 Good understanding of financial documents and credit assessment.

 Self-motivated and proactive.

 Qualifications & Experience

 Graduate / Postgraduate in Finance, Business, or related field.

 Minimum 1 –5 years of experience in sales/relationship management in NBFCs, Banks, or Financial Institutions.

 Prior experience in retail or SME lending preferred.

• It is a Full Time Field Sales job for candidates with 1 - 6 years of experience.