Relationship Manager

Job Description

Job Title: Relationship Manager (RM) Location: Jaipur (Client-Facing, Tier-2 Market Deployment) Experience: 1–3 Years (Fresh MBA graduates with a strong learning curve are welcome) Role Overview: We are looking for a proactive and client-focused Relationship Manager to serve as the primary point of contact for our customers across a wide spectrum of financial services including insurance, working capital, business loans, solar funding, and other debt-related solutions. The RM will be responsible for onboarding, documentation, client servicing, kit delivery, and conversion tracking, ensuring high client satisfaction and business growth. Key Responsibilities: Facilitate client onboarding, KYC, and documentation formalities Manage the delivery of starter kits and maintain accurate CRM records Collaborate with internal analysts, partners, and management for end-to-end execution of financial solutions Drive retainer renewals, cross-sell, and upsell conversations Resolve client issues promptly and ensure a high Net Promoter Score (NPS) Maintain strong relationships and identify upselling or refinancing opportunities across all financial product categories Key Performance Indicators (KPIs): CRM Accuracy: 90%+ data hygiene and real-time updates Kit Fulfilment: 6–8 successful kit deliveries per month Conversion Ratio: 25% kit-to-retainer conversion from new client onboarding Client Satisfaction: NPS ≥ 8 across the assigned client base Job Type: Full-time Pay: ₹360,000.00 - ₹600,000.00 per year Schedule: Day shift Ability to commute/relocate: Jaipur, Rajasthan: Reliably commute or planning to relocate before starting work (Preferred) Application Question(s): What is your Current in hand salary? What is your Expected salary? Do you have experience in Finance sector like NBFCs ,Bank ,etc? Education: Master's (Preferred) Experience: Banking: 1 year (Preferred) Debits & credits: 1 year (Preferred) Customer relationship management: 1 year (Preferred) Language: English (Preferred) Work Location: In person