Relationship Manager

Job Description

We Are Hiring: Relationship Managers (4 Positions) Location: Gurgaon Work Hours: 10 AM 6 PM | Alternate Saturdays Off | Sundays Off Experience: 3 - 4 years in Financial Sector Preferred Background: Banking / NBFC / Financial Services Type: Full-Time Role: Relationship Manager to create and handle CA portfolios and their clients. We are looking for 4 dynamic Relationship Managers for one of our customers. As a Relationship Manager, you will build and manage a high-value portfolio of Chartered Accountants (CAs) across geographies. This is a client-facing, target-driven role involving frequent telephonic and virtual interaction, and occasional in-person meetings. Key Responsibilities: Build, nurture, and grow a strong portfolio of CA partners Regularly engage with CAs through calls, webinars, newsletters, and events Educate CAs on Company's services and offerings Generate high-quality financial leads from CA clients (Loans, Insurance, Investments, etc.) Coordinate with internal product managers for lead handovers and case closures Track lead progress and ensure revenue conversions Provide feedback to continuously improve engagement strategies What were looking For 3 - 4 years of relevant experience in financial services, banking, NBFC, or fintech Strong tele-calling and client communication skills Hands-on experience in lead generation and customer handling High energy, self-driven individuals with a passion for relationship building Prior experience in managing financial product portfolios is a plus Perks Exposure to a wide range of financial products Generous fixed and fantastic variable component Fast track your career with a fast-growing fintech with a collaborative and entrepreneurial environment led by industry veterans. Ready to Join? Drop your CV at careers@classicinformatics.com . Lets build the future of finance, together!