Key Responsibilities: Develop and manage strong long-term relationships with existing and prospective clients. Identify client needs and provide tailored financial and credit solutions. Achieve assigned business targets for loan disbursement, portfolio growth, and client acquisition. Ensure smooth onboarding of clients and provide post-sales service and support. Cross-sell financial products (loans, credit facilities, insurance, etc.) to maximize customer value. Conduct regular follow-ups with clients to ensure timely repayment and resolve queries. Maintain compliance with company policies, credit guidelines, and regulatory standards. Prepare reports and updates on client interactions, business progress, and market trends. Key Skills & Competencies: Strong communication and interpersonal skills. Ability to understand financial products and explain them effectively. Sales-driven and target-oriented mindset. Problem-solving and negotiation skills. Customer-centric approach with relationship management ability. Good knowledge of local market and financial industry trends. 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 client relationships. Job Types: Full-time, Permanent Ability to commute/relocate: Panchkula, Haryana: Reliably commute or planning to relocate before starting work (Required) Application Question(s): What is your current notice period / earliest joining availability? (e.g., Immediate, 15 days) Education: Bachelor's (Required) Experience: Financial services: 2 years (Preferred) Language: English (Required) Shift availability: Day Shift (Required) Work Location: In person
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 – 134112 Please 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
Role Overview: You will be responsible for developing and managing strong long-term relationships with existing and prospective clients. Your main focus will be on identifying client needs and providing tailored financial and credit solutions. You will play a key role in achieving assigned business targets for loan disbursement, portfolio growth, and client acquisition. Ensuring smooth onboarding of clients, providing post-sales service and support, and cross-selling financial products to maximize customer value will also be part of your responsibilities. Additionally, maintaining compliance with company policies, credit guidelines, and regulatory standards, and preparing reports and updates on client interactions, business progress, and market trends are essential aspects of this role. Key Responsibilities: - Develop and manage strong long-term relationships with existing and prospective clients. - Identify client needs and provide tailored financial and credit solutions. - Achieve assigned business targets for loan disbursement, portfolio growth, and client acquisition. - Ensure smooth onboarding of clients and provide post-sales service and support. - Cross-sell financial products (loans, credit facilities, insurance, etc.) to maximize customer value. - Maintain compliance with company policies, credit guidelines, and regulatory standards. - Prepare reports and updates on client interactions, business progress, and market trends. Qualification Required: - Graduate/Postgraduate in Finance, Business, or related field. - 2+ years of experience in financial services with a focus on banking, NBFC, or financial services (credit/loan/wealth management preferred). - Proven track record of meeting sales targets and managing client relationships. Additional Details: You must have strong communication and interpersonal skills, along with the ability to understand financial products and explain them effectively. A sales-driven and target-oriented mindset, problem-solving and negotiation skills, and a customer-centric approach with relationship management ability are crucial for success in this role. Good knowledge of the local market and financial industry trends will be advantageous. Please note the job type is Full-time, Permanent. You will be required to commute or relocate to Panchkula, Haryana before starting work. Kindly specify your current notice period or earliest joining availability, as immediate availability is preferred. A Bachelor's degree is required, along with at least 2 years of experience in financial services. Proficiency in English and availability for day shift work are mandatory requirements.,