Relationship Manager

3 weeks ago

Delhi, India Alvoral Private Limited Full time

Primary title:
Client Relationship Manager (Relationship Manager)

Location:
India — On-site

About The Opportunity
A growing organization in the Financial Services & Fintech sector delivering digital lending, payments and working-capital solutions to SMEs and retail customers across India. We build customer-centric financial products and look for relationship-focused professionals who can own client portfolios, drive revenue, and ensure excellent customer experience in the field.

Role & Responsibilities

  • Manage an assigned portfolio of clients—build trust, drive retention, and act as the primary point of contact for account needs and escalations.
  • Onboard new customers end-to-end: collect documents, complete KYC, validate eligibility, and coordinate timely disbursal or service activation.
  • Identify and execute cross-sell and upsell opportunities to meet monthly/quarterly revenue and portfolio growth targets.
  • Perform basic credit assessment and documentation verification; escalate exceptions and ensure compliance with internal credit policies.
  • Work closely with operations, risk, and collections teams to resolve service issues, reduce delinquencies, and maintain portfolio quality.
  • Maintain accurate CRM records, produce regular reports, and use data to prioritise outreach and improve conversion metrics.

Skills & Qualifications
Must-Have

  • Bachelor's degree with 2+ years' experience in relationship management, sales, or field operations in Banking, NBFCs, Fintech, or Financial Services.
  • Proven track record in client acquisition, portfolio management, and meeting sales/KPI targets.
  • Practical knowledge of KYC, documentation, basic credit evaluation and compliance processes.
  • Strong communication, negotiation, and interpersonal skills; comfortable with frequent on-site client visits and travel.

Preferred

  • Experience with SME/MSME lending, merchant banking relationships, or payments platforms; familiarity with CRM tools (Salesforce, Zoho) and MS Excel.
  • MBA or related post-graduate qualification and fluency in regional language(s) for better field engagement.

Benefits & Culture Highlights

  • High-impact, customer-first culture with clear career progression for top performers.
  • Competitive incentive-linked compensation and travel allowance for field staff.
  • Hands-on training, supportive operations/Risk partners, and opportunities to shape product placement in the market.

We are looking for a proactive, relationship-driven professional who thrives in field-facing roles and consistently converts customer interactions into measurable business outcomes. If you excel at building trust, managing portfolios, and closing business on-site, we want to hear from you.

Skills: client relationship management,portfolio management,financial services,fintech,loan

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