Relationship Manager

3 days ago

Lucknow, Uttar Pradesh, India Surjit Finance Full time

Company Description

Surjit Finance, formerly known as Surjit Hire Purchase Pvt. Ltd., is an RBI-registered Non-Banking Financial Company (NBFC) founded in May 2016. Headquartered in Lucknow, Uttar Pradesh, we have rapidly grown into one of North India's fastest-emerging, technology-led financial institutions, with a strong footprint across 35 branches in three states. Our mission is to achieve financial inclusion by empowering underserved segments of society with innovative credit solutions tailored for micro-entrepreneurs and small businesses. We differentiate ourselves through technology-driven, impact-driven lending practices and a commitment to social progress, offering solutions such as business loans, commercial vehicle finance, and Micro LAP products.

Role Description

This is a full-time on-site role for a Relationship Officer / Relationship Manager, located in Lucknow. The individual will be responsible for building and maintaining strong relationships with clients, offering tailored financial solutions, and ensuring customer satisfaction. Day-to-day tasks include client interactions, assessing financial needs, providing targeted lending options, processing loan applications, and maintaining detailed client records. Additionally, the role involves identifying new business opportunities and working closely with other teams to deliver optimal service.

Qualifications

  • Customer Relationship Management and Client Interaction skills
  • Experience in Financial Needs Assessment and Tailored Lending Solutions
  • Knowledge of Loan Processing, Documentation, and Financial Analysis
  • Strong understanding of Non-Banking Financial Company (NBFC) operations
  • Excellent communication and interpersonal skills
  • Ability to work on-site and interact with clients in person
  • Bachelor's degree in Finance, Business Administration, or related field
  • Prior experience in financial services or banking is a plus

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