This is a full-time, in office role based in Mumbai , Navi Mumbai for a Management Trainee / 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.
Job 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 tim