Relationship Manager

Here, your primary responsibility will be to engage deeply with customers who are facing issues with their Provident Fund (EPF/EPS). These are people in genuine need — your job is to understand their case, guide them with an actionable plan, and help them take the right steps. All calls are inbound; your role is to earn trust and convert them to paying customers by showing value and expertise.

Key Responsibilities

• Speak directly with customers to understand their EPF/EPS issues in depth.
• Provide unbiased, transparent, and actionable guidance to solve their problems.
• Prepare and communicate a plan of action tailored to the customer’s situation.
• Explain the value of our paid services and onboard customers confidently.
• Keep yourself updated on latest EPFO rules, transfer and withdrawal procedures.
• Coordinate with internal operations team to ensure smooth execution.

Key Skills Required

• Strong communication and consultative skills.
• Ability to simplify and explain PF processes to laypeople.
• Confidence in handling objections and closing paid engagements (without selling).
• Deep interest in finance, compliance, and customer advocacy.

Qualifications

• 2+ years of experience in financial advisory, customer consultation, or sales.
• Background in personal finance, insurance, wealth advisory, or PF-related domains.
• Fluent in English (mandatory).

Compensation

CTC: ₹40,000 – ₹45,000 per month

Who Should Apply

You’ve worked in financial services or consultative sales roles and now want to work with purpose. If you enjoy deep problem-solving conversations, believe in transparency, and want to help people make sense of a broken system like EPF — this role is for you.

Job Type: Full-time

Pay: ₹480,000.00 - ₹540,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Ability to commute/relocate:

• Borivali West, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Relationship management: 2 years (Required)

Language:

• English (Required)

Work Location: In person