Company Description Max Funding is a Navi Mumbai–based financial consultancy focused on making capital accessible to entrepreneurs, professionals, and growing businesses across the Mumbai Metropolitan Region. The organization combines a customer-first approach to loan procurement with real-time tracking and bank policy matching to help clients secure suitable funding solutions.

Through its Business Connector Program, Max Funding builds India’s largest business referral network, enabling freelancers, students, and professionals to earn while supporting others’ financial growth. The company is committed to promoting financial literacy and fostering long-term partnerships with clients and partners who are looking to grow together.

Role Description The Relationship Manager role is a full-time, on-site position based in the Mumbai Metropolitan Region. This role is responsible for managing client relationships, understanding funding needs, and guiding clients through loan options that align with bank policies and eligibility criteria.

Day-to-day tasks include conducting meetings and calls, explaining financial products, collecting and verifying documentation, coordinating with banking partners, and providing regular updates on application status.

The Relationship

Manager will also identify new business opportunities, nurture leads within the Business Connector network,



and contribute to initiatives that enhance customer satisfaction and financial literacy. Collaboration with internal teams and partners to streamline processes and improve service quality is a key part of this role.

Qualifications

- Candidates should possess strong client-facing and communication skills, including relationship building, negotiation, and the ability to explain financial concepts clearly.
- Candidates should possess skills in sales and business development, such as lead generation, pipeline management, and closing opportunities in lending or financial services.
- Candidates should possess organizational and operational skills, including accurate documentation handling, attention to detail, and coordination with multiple stakeholders.
- Candidates should possess problem-solving and analytical skills to assess client needs, match them with appropriate loan products, and navigate bank policies effectively.
- Relevant qualifications such as a bachelor’s degree in finance, business, commerce, or a related field are beneficial, along with prior experience in banking, NBFCs, or financial consulting.
- Proficiency in MS Office and basic digital tools, comfort with CRM or tracking systems, and the ability to work in a rapid-paced, target-driven environment are advantageous.
- Fluency in English and local languages (e.g., Hindi, Marathi) and knowledge of the Mumbai Metropolitan Region market are preferred.

📌 Relationship Manager (Mumbai)
🏢 Max Funding
📍 Mumbai