About Nestara

Nestara is a loan intelligence platform that connects borrowers with the right lending partners and takes each case through to disbursal. We bring in leads across multiple channels our website, partner networks, and referrals and our job is to make sure every one of them gets a quick, clear, and honest response. As we grow, the Relationship Manager sits at the centre of that promise.

About the Role

As a Relationship Manager, you own the customer from the moment a lead lands with us until the loan case closes. You will be on calls and WhatsApp all day, understanding what each borrower needs, keeping them informed, and working shoulder-to-shoulder with our fulfilment team to get cases over the line. You will also be the person management looks to for a clear picture of where every lead stands, and a person our junior RMs learn from.

This is a role for someone who genuinely enjoys talking to people, is organised enough to never let a lead go cold, and takes pride in a case closing cleanly.

Key Responsibilities:

Lead follow-up and conversion

- Respond to inbound leads from all Nestara channels website, partners, referrals over calls and WhatsApp, within defined response timelines
- Qualify leads, understand the borrower's requirement, and recommend the right product fit
- Maintain consistent, structured follow-up so no lead goes unattended or drops out of the funnel
- Collect and verify required documentation from customers accurately and on time

Case fulfilment

- Work closely with the fulfilment team to move loan cases from application through to disbursal




- Track case status at every stage, chase pending items, and resolve blockers proactively
- Keep the customer informed throughout the journey so there are no surprises
- Coordinate with lending partners where required to close open queries

Reporting

- Provide daily, weekly, and monthly reports to management on lead status, pipeline health, conversion, and disbursals
- Keep the CRM clean and current every interaction, stage change, and next step logged
- Flag trends, drop-off reasons, and channel-level issues to management early

Team support

- Support and coordinate with junior Relationship Managers on day-to-day case handling
- Share call scripts, objection handling, and best practices; help new joiners get up to speed
- Step in on escalated or complex cases where a junior colleague needs backing.

Requirements:

Must have

- 2–4 years of experience in a customer-facing relationship, sales, or account management role
- Fluency in English and Hindi spoken and written
- Prior experience in one or more of: relationship management, call centre / tele-calling operations, or BFSI relationship / account manager roles




- Comfort with high-volume calling and WhatsApp-based customer communication
- Working knowledge of Excel / Google Sheets and CRM tools
- Strong follow-up discipline and attention to detail

- Good to have

- Direct experience with loans personal, home, business, or LAP
- Familiarity with loan documentation and the sanction-to-disbursal process
- Experience mentoring or coordinating with junior team members
- Additional regional language proficiency

What Success Looks Like

First 15 days: Fully ramped on our products, lending partners, and CRM; independently handling your own lead flow.

First 60 days: Hitting response-time and follow-up targets consistently; a live, accurate pipeline view at all times; first cases disbursed end-to-end.

First 90 days: Meeting conversion and disbursal targets; reporting running reliably without prompting; actively supporting junior RMs.

Why Join Nestara

- Ownership of the full customer journey, not a narrow slice of it
- Direct visibility with management your reporting drives real decisions
- Performance-linked incentives with clear, measurable targets
- A growing team where strong performers move up quickly

How to Apply

Send your CV to [email protected] with the subject line "Relationship Manager — [Your Name]". Do tell us, in a line or two, about a difficult customer case you personally closed.

Location: Mumbai, India (On-site)

Experience: 2–4 years

Employment type: Full time

Reports to: [Head of Marketing]

Languages: English and Hindi (both mandatory)

📌 Relationship Manager (Mumbai)
🏢 Nestara
📍 Mumbai