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