Company Description BankKeeping combines advanced detection software with a team of banking experts to protect borrowers’ interests. The platform continuously monitors loan accounts to identify excess interest, hidden charges, and inflated commissions that may otherwise go unnoticed.

It interprets complex sanction terms and calculates real Drawing Power to give clients a clear, accurate view of their borrowing position. Banking experts then use these insights to negotiate renewals, correct overcharges, and strengthen clients’ relationships with their banks. BankKeeping focuses on creating leverage for borrowers through data-driven analysis and expert advocacy.

Role Description The Relationship Manager role at BankKeeping is a full-time, on-site position based in the Kolkata metropolitan area.

The Relationship

Manager will manage and deepen relationships with borrower clients, acting as a trusted advisor on their banking and loan accounts. Day-to-day responsibilities include reviewing client loan data and software insights, explaining findings in clear terms, and coordinating with banking experts to address overcharges and unfavorable terms. The role involves regular client meetings, preparing reports and proposals, and supporting negotiations with banks to improve clients’ standing and financial outcomes.

The Relationship

Manager will also collaborate with internal teams to refine processes,



capture client feedback, and contribute to service improvements.

Qualifications

- Strong client relationship management skills, including the ability to build trust, communicate complex information clearly, and maintain long-term partnerships.
- Solid understanding of banking and lending concepts, such as loan structures, interest calculations, commissions, and sanction terms, or a willingness to learn quickly.
- Analytical and problem-solving skills to interpret loan account data, identify discrepancies, and develop actionable recommendations.
- Effective communication and presentation abilities, both written and verbal, to engage with clients and coordinate with internal experts and external bank representatives.
- High level of professionalism, integrity, and attention to detail, with a focus on accuracy and client advocacy.
- Ability to work in office in the Kolkata metropolitan area, manage multiple client engagements, and prioritize tasks in a fast-paced environment.
- Bachelor’s degree in finance, business, economics, or a related field is preferred; relevant experience in banking, financial services, or client advisory roles is an advantage.
- Comfort with using technology platforms and basic data tools; experience with fintech or loan management systems is a plus.

📌 Relationship Manager (Kolkata Metropolitan Area)
🏢 Bankkeeping
📍 Kolkata Metropolitan Area