Job Description

Job Title:

Relationship Manager (RM)

Location:

Jaipur (Client-Facing, Tier-2 Market Deployment)

Experience:

1-3 Years (Fresh MBA graduates with a strong learning curve are welcome)

Role Overview:

We are looking for a proactive and client-focused Relationship Manager to serve as the primary point of contact for our customers across a wide spectrum of financial services including insurance, working capital, business loans, solar funding, and other debt-related solutions. The RM will be responsible for onboarding, documentation, client servicing, kit delivery, and conversion tracking, ensuring high client satisfaction and business growth.

Key Responsibilities:

Facilitate client onboarding, KYC, and documentation formalities Manage the delivery of starter kits and maintain accurate CRM records Collaborate with internal analysts, partners, and management for end-to-end execution of financial solutions Drive retainer renewals, cross-sell, and upsell conversations Resolve client issues promptly and ensure a high Net Promoter Score (NPS) Maintain strong relationships and identify upselling or refinancing opportunities across all financial product categories

Key Performance Indicators (KPIs):

CRM Accuracy:

90%+ data hygiene and real-time updates

Kit Fulfilment:

6-8 successful kit deliveries per month

Conversion Ratio:

25% kit-to-retainer conversion from new client onboarding

Client Satisfaction:

NPS ? 8 across the assigned client base
Job Type: Full-time

Pay: ?360,000.00 - ?600,000.00 per year

Schedule:

Day shift
Ability to commute/relocate:

Jaipur, Rajasthan: Reliably commute or planning to relocate before starting work (Preferred)
Application Question(s):

What is your Current in hand salary? What is your Expected salary? Do you have experience in Finance sector like NBFCs ,Bank ,etc?
Education:

Master's (Preferred)
Experience:

Banking: 1 year (Preferred) Debits & credits: 1 year (Preferred) Customer relationship management: 1 year (Preferred)
Language:

English (Preferred)
Work Location: In person