Sales Relationship Manager

Role:

This is a full-time, on-site role based in Mumbai , Navi Mumbai for a Management Trainee / Relationship Manager. The role involves managing and nurturing relationships with MSME clients, understanding their financing needs, and guiding them through loan and invoice discounting processes. The Management Trainee / Relationship Manager will support client onboarding, assist in documentation and eligibility checks, and coordinate with internal teams to ensure timely approvals and disbursals.

Job Responsibilities:

• Onboarding Corporates on the Company's platform, activating these corporates for transactions and maintaining relationships to maximize business opportunities and encourage repeat business and referrals.
• The person will be responsible for maximizing throughput (factoring of bills) from all onboarded corporates in his/her portfolio.
• The RM will be responsible for P&L for his/her respective portfolio - he/she should ensure profitability parameters and charges are optimized for each corporate relationship, and the portfolio overall.
• Support increase in throughput, outstanding, revenues, yields & other business performance metrics for the assigned geography for all products covered under the FinTech Umbrella.
• Growing the partner/distribution network and growing the under- tapped segments/companies/territories for business.
• Sourcing of MSME companies for supply chain financing Anchor Model/ Direct Lending.
• Willingness to travel, conduct visits, and verify business portfolios as necessary within the designated area.
• Organize loan events and activities to drive lead-generation efforts.
• Conduct client meetings, verify documents, process loan applications, and coordinate with sanction/disbursement teams.
• Conduct client meetings, verify documents, process loan applications, and coordinate with sanction/disbursement teams.
• Manage financial of relationship, including support meeting of financial targets, sales promotion activities, support timely and correct commission reconciliation.
• Achieve sales targets in line with the target established for the area in terms of revenues & volumes.
• Plan, Forecast, measure, and report business volumes on a daily, weekly, or monthly basis as required.

Preferred candidate profile

• Graduate from a reputed University.
• Self-driven, results-oriented with a positive outlook, and a clear focus on high quality and business profit.
• A natural forward planner who critically assesses their own performance.
• Mature, credible, and comfortable in dealing with Distributors.
• Reliable, tolerant, and determined. Empathic communicator, able to see things from the other person's point of view.
• Well-presented and business-like.
• Able to get on with others and be a team player.

Perks and benefits:

• Competitive salary + performance incentives
• Health Insurance
• High-growth, fast-paced work environment
• Career progression opportunities
• Exposure to leadership and Founders.
• Fast-paced, high-growth work environment
• Referral bonuses
• Team outings and company events
• Employee Rewards and recognition programs
• Anniversary and birthday celebrations