Relationship Manager BFSI

About the Role

We are looking for confident, customer-focused Relationship Managers to sell and cross-sell financial products such as loans, credit cards, insurance, and investment products. You will acquire new customers, build long-term relationships, understand their financial needs, and recommend the right solutions while meeting monthly business targets.

Key Responsibilities

• Generate leads through calls, referrals, existing customer base, walk-ins, and local networking
• Meet prospective customers to understand their financial needs and recommend suitable products (personal loans, business loans, home loans, credit cards, insurance, mutual funds, etc.)
• Explain product features, eligibility, interest rates, charges, and terms clearly and honestly
• Collect and verify customer documents (KYC, income proof, etc.) and complete the application process
• Coordinate with credit, operations, and disbursement teams to ensure smooth and timely processing
• Follow up with customers until sanction, disbursement, or policy issuance
• Cross-sell and upsell additional products to existing customers
• Achieve monthly targets for leads, logins, sanctions, disbursements, or premium collected
• Build long-term customer relationships to earn repeat business and referrals

Required Skills and Qualifications

• Minimum qualification: Graduate in any stream (MBA or commerce background preferred but not mandatory)
• Excellent communication and presentation skills in Hindi and English
• Strong sales, negotiation, and relationship-building ability
• Basic understanding of banking and financial products, loans, or insurance
• Self-motivated, target-driven, and comfortable with field work

Preferred Candidate Profile

• Prior experience in a bank, NBFC, fintech, insurance company, or loan or credit card sales
• Proven record of achieving monthly sales targets
• Existing local network or customer base in Noida or Gurgaon is an advantage
• Relevant certifications (IRDAI, AMFI, or NISM) are a plus, where applicable to the product

Compensation and Incentive Structure

• Performance incentive: Unlimited
• Slab-based payout: Higher payout on crossing targets, with no upper cap for top performers
• Additional rewards: Quarterly bonuses, Star Performer awards, and incentive trips for top achievers
• Statutory benefits as applicable (PF, ESIC, and group insurance)
• Paid leaves and holidays as per company policy

Career Growth Path

Sales Officer → Relationship Manager → Senior Relationship Manager → Team Leader → Branch or Area Sales Manager

Product and compliance training is provided, along with internal promotion for consistent performers.

Working Days and Timings

• 6 days a week, approximately 9 hours per shift
• Timings: 9:30 AM to 6:30 PM (may vary by employer)

How to Apply

Just fill the form below

https://docs.google.com/forms/d/e/1FAIpQLSeOIPntasxXFzq7Bu9irPz-UMa3\_5BxPKENGHO824wrdPUedw/viewform?usp=header

Pay: ₹250,000.00 - ₹400,000.00 per year

Benefits:

• Commuter assistance
• Health insurance
• Leave encashment
• Paid sick time
• Paid time off
• Provident Fund

Work Location: In person