Senior Client Relationship Manager
16 hours ago
Job Description: Senior Relationship Manager / Relationship Manager – Retail Lending Products
Location: Chennai / Pondicherry/ Hyderabad
Experience : 5-10 Yrs
Position:
Senior Relationship Manager (SRM) / Relationship Manager (RM)
Department:
Retail Lending – Home Loans, Personal Loans, Auto Loans, LAP, Business Loans etc.
Reporting to Area Head
Role Overview
The Senior Relationship Manager / Relationship Manager will be responsible for acquiring, managing, and deepening client relationships in the retail lending segment. The role involves identifying lending needs, providing suitable product solutions, and ensuring high standards of customer service and compliance.
The SRM will focus on driving business volumes, mentoring junior RMs, and managing key relationships, while RMs will be responsible for business origination and client servicing.
Key Responsibilities: For Both SRM & RM
Business Development
Source new clients for retail lending products such as home loans, personal loans, auto loans, loan against property, and credit cards.
- Generate business through referrals, branch walk-ins, corporate tie-ups, and direct outreach.
Client Relationship Management
Understand customers' financial needs and recommend appropriate lending products.
- Provide end-to-end support — from documentation to disbursement.
Revenue & Targets
Achieve monthly and quarterly sales targets for assigned lending products.
- Ensure cross-selling of allied products (insurance, deposits, etc.) where relevant.
Risk & Compliance
Adhere to credit underwriting norms, KYC requirements, and internal compliance policies.
- Ensure zero tolerance for regulatory breaches.
Additional Responsibilities –
Senior Relationship Manager
- Team Mentorship: Guide, coach, and support junior Relationship Managers in achieving their targets.
- Portfolio Management: Manage larger ticket-size loans and priority customers.
- Market Insights: Track competitor products, pricing, and lending trends to provide strategic inputs.
- Business Strategy: Work closely with product and credit teams to improve offerings and approval turnaround
Key Skills & Competencies
- Strong understanding of retail lending products and credit processes.
- Proven sales and relationship management skills.
- Ability to work under pressure and meet revenue targets.
- Excellent communication, negotiation, and interpersonal skills.
- Customer-first approach with high ethical standards.
Qualifications & Experience
- Graduate / Postgraduate in Finance, Business, or related field.
- Relationship Manager: 2–4 years of experience in retail lending or financial sales.
- Senior Relationship Manager: 5–8 years of relevant experience with proven track record in handling larger portfolios and mentoring teams.
Performance Indicators (KPIs)
- Monthly disbursement volume.
- Number of new accounts sourced.
- Customer satisfaction / Net Promoter Score (NPS).
- Portfolio quality (delinquency levels).
- Cross-sell ratio.
-
Senior Client Relationship Manager
6 hours ago
Chennai, Tamil Nadu, India Talentgigs Full timeJob Description: Senior Relationship Manager / Relationship Manager – Retail Lending ProductsLocation: Chennai / Pondicherry/ HyderabadExperience : 5-10 YrsPosition:Senior Relationship Manager (SRM) / Relationship Manager (RM)Department:Retail Lending – Home Loans, Personal Loans, Auto Loans, LAP, Business Loans etc.Reporting to Area HeadRole OverviewThe...
-
Senior Client Relationship Manager
8 hours ago
Chennai, Tamil Nadu, India Talentgigs Full timeJob Description: Senior Relationship Manager / Relationship Manager – Retail Lending ProductsLocation: Chennai / Pondicherry/ HyderabadExperience : 5-10 YrsPosition: Senior Relationship Manager (SRM) / Relationship Manager (RM)Department:Retail Lending – Home Loans, Personal Loans, Auto Loans, LAP, Business Loans etc.Reporting to Area Head Role...
-
Senior Client Relationship Manager
6 days ago
Chennai, Tamil Nadu, India beBeeEvent Full time ₹ 1,80,00,000 - ₹ 2,80,00,000Client Servicing Lead: EventsThis is a senior-level role that requires a seasoned professional with extensive experience in managing client relationships, driving business growth, and delivering exceptional event solutions.The ideal candidate will have a proven track record of leading client servicing teams, building long-term partnerships, and ensuring...
-
Client Relationship Manager
4 days ago
Chennai, Tamil Nadu, India Fortune Investment Services Pvt Ltd Full time US$ 60,000 - US$ 1,20,000 per yearRole DescriptionThis is a full-time on-site role for a Client Relationship Manager located in Chennai (OMR-Karapakkam). The Client Relationship Manager will be responsible for maintaining and strengthening relationships with clients, understanding their financial goals, providing tailored financial advice, and assisting with investment and financial...
-
Senior Client Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India beBeeRelationshipManagement Full time ₹ 6,00,000 - ₹ 12,00,000Business Development Specialist RoleWe are seeking a highly skilled and experienced Business Development Specialist to join our team. The ideal candidate will have 1-7 years of experience in client relationship management, with a proven track record of building and maintaining strong client relationships.This role requires a proactive approach to...
-
Client Relationship Manager
1 week ago
Chennai, Tamil Nadu, India beBeeClientRelationship Full time ₹ 8,00,000 - ₹ 12,00,000Job Title: Client Relationship ManagerAs a Client Relationship Manager, you will play a crucial role in fostering and maintaining strong client relationships across various levels of the organization.**Key Responsibilities:**1. Cultivate and nurture long-term client relationships through regular communication and proactive issue resolution.2. Collaborate...
-
Senior Client Relationship Manager
4 days ago
Chennai, Tamil Nadu, India beBeeAccount Full time ₹ 13,10,933 - ₹ 26,11,867Key Account ManagerWe are seeking an experienced Key Account Manager to strengthen relationships with strategic clients, ensure their success with our platform, and drive account growth.Job Description:As a Key Account Manager, you will be responsible for managing key accounts, building long-term relationships with customers, and ensuring customer retention...
-
Client Relationship Manager
1 week ago
Chennai, Tamil Nadu, India TECEZE Full timeJob Title: Client Relationship Manager / Key Account ManagerLocation: ChennaiDepartment: Customer SuccessReports To: Head of Account ManagementRole Overview:We are looking for a highly driven and experienced Client Relationship Manager / Key Account Manager with 5+ years of expertise in managing strategic enterprise accounts. The ideal candidate will be...
-
Client Relationship Manager
3 days ago
Chennai, Tamil Nadu, India TECEZE Full timeJob Title: Client Relationship Manager / Key Account ManagerLocation: ChennaiDepartment: Customer SuccessReports To: Head of Account ManagementRole Overview:We are looking for a highly driven and experienced Client Relationship Manager / Key Account Manager with 5+ years of expertise in managing strategic enterprise accounts. The ideal candidate will be...
-
Client Relationship Manager
2 days ago
Chennai, Tamil Nadu, India TECEZE Full timeJob Title: Client Relationship Manager / Key Account Manager Location: Chennai Department: Customer Success Reports To: Head of Account Management Role Overview: We are looking for a highly driven and experienced Client Relationship Manager / Key Account Manager with 5+ years of expertise in managing strategic enterprise accounts. The ideal candidate...