Relationship Manager – B2B Sales (Trade Finance)

About the Role

We are looking for a Relationship Manager to manage and grow our client relationships in Trade Finance. You will work with existing and new clients, provide financial solutions, and help them achieve their goals while meeting business targets.

What You’ll Do

• Build and maintain strong relationships with clients.
• Understand client needs and provide customized financial solutions.
• Achieve business targets for loans, credit, and portfolio growth.
• Ensure smooth onboarding and provide post-sales support.
• Cross-sell financial products like loans, credit facilities, and insurance.
• Follow up with clients for timely repayments and resolve queries.
• Prepare reports on client interactions and business updates.

Skills & Competencies

• Excellent communication and interpersonal skills.
• Understanding of financial products and ability to explain them clearly.
• Sales-driven, target-oriented mindset.
• Strong problem-solving and negotiation skills.
• Customer-focused and able to manage relationships effectively.
• Knowledge of local market and finance trends is a plus.

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 clients.

Apply here or email your resume directly to: nikita@yield4finance.com

Work Location:
Panchkula, Haryana – 134112Please apply only if you can reliably commute to this location.

Job Types: Full-time, Permanent

Application Question(s):

• What is your current notice period / earliest joining availability? (e.g., Immediate, 15 days)
• What is your current/last drawn salary, and what salary do you expect?

Education:

• Bachelor's (Required)

Language:

• English (Required)

Shift availability:

• Day Shift (Required)

Work Location: In person