Relationship Manager

3 days ago


Panchkula, Haryana, India P Investments Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Key Responsibilities:

  • Develop and manage strong long-term relationships with existing and prospective clients.
  • Identify client needs and provide tailored financial and credit solutions.
  • Achieve assigned business targets for loan disbursement, portfolio growth, and client acquisition.
  • Ensure smooth onboarding of clients and provide post-sales service and support.
  • Cross-sell financial products (loans, credit facilities, insurance, etc.) to maximize customer value.
  • Conduct regular follow-ups with clients to ensure timely repayment and resolve queries.
  • Maintain compliance with company policies, credit guidelines, and regulatory standards.
  • Prepare reports and updates on client interactions, business progress, and market trends.

Key Skills & Competencies:

  • Strong communication and interpersonal skills.
  • Ability to understand financial products and explain them effectively.
  • Sales-driven and target-oriented mindset.
  • Problem-solving and negotiation skills.
  • Customer-centric approach with relationship management ability.
  • Good knowledge of local market and financial industry trends.

Qualifications & Experience:

  • Graduate/Postgraduate in Finance, Business, or related field.
  • 2–4 years of experience in banking, NBFC, or financial services (credit/loan/wealth management preferred).
  • Proven track record of meeting sales targets and managing client relationships.

Job Types: Full-time, Permanent

Ability to commute/relocate:

  • Panchkula, Haryana: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Experience:

  • Financial services: 2 years (Required)

Language:

  • English (Required)

Shift availability:

  • Day Shift (Required)

Work Location: In person



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