Relationship Manager

4 days ago

Gurugram New Delhi Noida, India Jio Finance Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Key Responsibilities

  1. Client Relationship Management:

  2. Manage a portfolio of SME clients.

  3. Build and maintain strong relationships with existing and prospective SME customers.

  4. Conduct regular client meetings and reviews.

  5. Business Development:

  6. Identify new business opportunities and acquire new SME clients.

  7. Generate leads and convert them into sales for financial products (e.g., Invoice Financing, WCTL/WCDL, Equipment Finance, LRD etc).

  8. Credit & Risk Assessment:

  9. Analyze financial statements, cash flow, and business models to assess creditworthiness.

  10. Prepare and submit credit proposals for approval.

  11. Monitor loan performance and take early action on risk indicators.

  12. Product Knowledge & Advisory:

  13. Understand the range of SME products (e.g., term loans, Invoice Financing, Factoring etc)

  14. Advise clients on suitable banking solutions based on business needs.

  15. Compliance & Documentation:

  16. Ensure all processes comply with regulatory and internal policies.

  17. Maintain accurate client records and documentation.

Key Skills & Qualifications

  • Bachelors degree in Business, Finance, Economics, or related field (MBA is a plus).
  • 25 years of experience in business banking or sales, preferably handling SME clients.
  • Strong understanding of credit and financial analysis.
  • Excellent communication, negotiation, and interpersonal skills.
  • Sales-driven with a customer-focused approach.Role & responsibilities

KPIs / Success Metrics

  • Number of new SME clients acquired.
  • Revenue generated from the portfolio.
  • Client retention and satisfaction rates.
  • Portfolio quality (e.g., NPA ratio, overdue accounts).
  • Cross-sell ratio of financial products.

Interested Candidates can share CV's

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