Relationship Manager

Role -

high-value portfolio

of Chartered Accountants (CAs) across geographies.

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 Deal plexus 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 we're looking For

• 34 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.