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Relationship Manager

4 weeks ago


Gurugram Gurugram India UprightHC Solutions Private Limited Full time

Job Description Role - Relationship Manager We are looking for 4 dynamic Relationship Managers who will build and manage a high-value portfolio of Chartered Accountants (CAs) across geographies. This is a client-facing, target-driven role involving 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.