Relationship Manager (B2B Sales)

Key Responsibilities:

• Develop and manage strong long-term relationships with existing and prospective clients.
• Identify client needs and provide tailored financial and credit solutions.
• Achieve assigned business targets for loan disbursement, portfolio growth, and client acquisition.
• Ensure smooth onboarding of clients and provide post-sales service and support.
• Cross-sell financial products (loans, credit facilities, insurance, etc.) to maximize customer value.
• Conduct regular follow-ups with clients to ensure timely repayment and resolve queries.
• Maintain compliance with company policies, credit guidelines, and regulatory standards.
• Prepare reports and updates on client interactions, business progress, and market trends.

Key Skills & Competencies:

• Strong communication and interpersonal skills.
• Ability to understand financial products and explain them effectively.
• Sales-driven and target-oriented mindset.
• Problem-solving and negotiation skills.
• Customer-centric approach with relationship management ability.
• Good knowledge of local market and financial industry trends.

Qualifications & Experience:

• Graduate/Postgraduate in Finance, Business, or related field.
• 2–4 years of experience in banking, NBFC, or financial services (credit/loan/wealth management preferred).
• Proven track record of meeting sales targets and managing client relationships.

Job Types: Full-time, Permanent

Ability to commute/relocate:

• Panchkula, Haryana: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Financial services: 2 years (Required)

Language:

• English (Required)

Shift availability:

• Day Shift (Required)

Work Location: In person