Company Description: Walkfin Financing Services Private Limited is a new-age fintech company focused on providing quick, hassle-free, and secure lending solutions to businesses in the MSME sector. The company offers business loans and invoice discounting to support working capital needs, expansion plans, and project-specific financing at attractive interest rates. Walkfin operates in a largely paperless environment, enabling customers to access financing conveniently at the touch of a button.

By combining technology-driven processes with an understanding of MSME requirements, Walkfin positions itself as a reliable partner in business growth. Customers can easily apply for MSME loans and invoice discounting through the Walkfin app available on the Play Store.

Role Description This is a full-time, on-site role based in Mumbai/Navi Mumbai as Sales 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. 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.

Qualifications: Candidates should possess strong relationship management and customer service skills, with the ability to understand client needs and build long-term trust.

Candidates should possess communication and interpersonal skills,



including clear verbal and written communication and active listening abilities.

Candidates should possess basic knowledge of finance and lending concepts, especially related to MSME loans, invoice discounting, and credit assessment.

Candidates should possess organizational and time management skills, including the ability to handle multiple client accounts and follow up on leads efficiently.

Candidates should possess proficiency in using mobile and web applications, CRM tools, and MS Office for documentation and reporting.

Relevant academic background such as a bachelor’s degree in business, finance, management, or a related field is preferred.

Prior internship or experience in banking, NBFCs, fintech, or financial services is an advantage, though motivated fresh graduates are also encouraged to apply.

Candidates should possess a proactive, learning-oriented mindset, ethical work practices, and the ability to work effectively in a fast-paced, target-driven environment.

Desired 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 workplace

Career progression opportunities

Exposure to leadership and Founders.

Rapid-paced, high-growth work environment

📌 Sales Relationship Manager (Mumbai)
🏢 Walkfin
📍 Mumbai