Relationship Manager

2 weeks ago

Ahmedabad, India Weekday AI Full time

This role is for one of the Weekday's clientsMin Experience: 0 years

Location: Ahmedabad

JobType: full-time

We are seeking highly motivated and goal-oriented Relationship Managers to join our growing team. The ideal candidate will be responsible for driving sales of business loans and unsecured loans, building long-term client relationships, and delivering outstanding customer service. This role offers a fast-paced, performance-driven environment with excellent opportunities for learning, growth, and career advancement.

Requirements
Key Responsibilities

  1. Sales & Business Development

  2. Generate new business opportunities for business loans and unsecured loans through direct sales, referrals, cold calling, and networking.

  3. Understand client requirements, assess financial eligibility, and offer suitable loan products tailored to their needs.

  4. Achieve and exceed assigned sales targets while maintaining quality standards and compliance.

  5. Client Relationship Management

  6. Build and maintain strong, long-term relationships with customers to ensure repeat business and cross-selling opportunities.

  7. Act as a trusted advisor by providing guidance on loan offerings, repayment terms, and financial planning.

  8. Provide post-sales support, ensuring smooth disbursement of loans and addressing customer queries.

  9. Market Research & Lead Generation

  10. Identify potential customers through market mapping, industry research, and local intelligence.

  11. Maintain a robust pipeline of prospects and convert leads into successful loan closures.

  12. Stay updated on competitors' offerings, interest rates, and market trends to effectively position our products.

  13. Process & Compliance

  14. Coordinate with internal teams for loan processing, documentation, and approvals.

  15. Ensure adherence to all regulatory and compliance requirements.
  16. Maintain accurate customer records, reports, and MIS as per company standards.
Skills & Competencies
  • Strong knowledge and interest in Business Loan Sales and Unsecured Loan Sales.
  • Excellent sales, negotiation, and persuasion skills with the ability to close deals.
  • Customer-centric mindset with the ability to build trust and long-term relationships.
  • Good communication skills (both verbal and written) in English and local languages.
  • High energy, self-motivated, and target-driven approach.
  • Ability to work independently as well as collaboratively in a team environment.
  • Basic understanding of financial documents, creditworthiness assessment, and loan processing will be an added advantage.
Eligibility & Experience
  • Education: Graduate/Postgraduate in Business, Finance, Marketing, or related fields.
  • Experience: 0–6 years of experience in sales, financial services, or lending. Freshers with strong sales aptitude and interest in financial products are also encouraged to apply.
  • Prior experience in NBFCs, Banks, or FinTech companies in business loan or unsecured loan sales will be preferred but not mandatory.
Career Growth & Benefits
  • Attractive fixed salary with performance-linked incentives.
  • Structured training and mentorship to enhance sales and product knowledge.
  • Clear career progression path into senior sales, credit analysis, or relationship management roles.
  • Exposure to a wide client base, including SMEs, entrepreneurs, and professionals.
  • Opportunity to contribute to a rapidly expanding financial services business.

  • Relationship Manager

    3 weeks ago

    Ahmedabad, Gujarat, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – MMG Experience: 10 Years Location: AhmedabadJob Summary: Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...

  • Relationship Manager

    4 days ago

    Ahmedabad, Gujarat, India Policybazaar Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Role & responsibilities Job Title: Relationship ManagerDepartment: (Health Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - AhmedabadJob Summary: We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across...

  • Relationship Manager

    7 days ago

    Ahmedabad, Gujarat, India Anand Rathi Global Finance Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionAnand Rathi Global Finance Limited is a financial services company registered with Reserve Bank of India as a non-banking finance company (NBFC). It is classified as a Systemically Important Non-Deposit taking Non-Banking Financial Company (NBFC-ND-SI). Anand Rathi Global Finance Limited is engaged in the business of lending and offers...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, India Rational investments Full time

    Company Description Rational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...

  • Relationship Manager

    4 days ago

    Ahmedabad, Gujarat, India Rational investments Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionRational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India MyFark Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We're Hiring – Relationship Manager (Retail Agri)We believe in empowering rural India by providing farmers, co-operatives, and agri-businesses with the right financial solutions. To strengthen this mission, we are looking for passionate professionals to join us as Relationship Managers (Retail Agri).Key Responsibilities:Build and manage relationships with...

  • Relationship Manager

    2 days ago

    Ahmedabad, Gujarat, India Xpertvoice Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionXpertvoice Finnovation Pvt Ltd is a wealth management company with head office in Ahmedabad and other branch offices in Raj Nagar, Ghaziabad, Uttar Pradesh, India.We are dedicated to managing and growing the assets of our clients to ensure their financial success. Currently, we are serving more than 1,000 families, providing them with...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, India Kotak Life Insurance Full time

    Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features,...

  • Relationship Manager

    4 days ago

    Ahmedabad, Gujarat, India Kotak Life Insurance Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail SalesAbout The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features,...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, India Kotak Life Insurance Full time

    Relationship Manager Corporate Treasury Financial Objective: Achieve budgeted Revenue and Volume target at the customer and segment level Increase Trade and FX wallet share of the customers Grow derivative business in the given set of customers Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business...