Role:

This is a full-time, on-site 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 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.

Preferred 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 environment

- Career progression opportunities

- Exposure to leadership and Founders.

- Rapid-paced, high-growth work environment

- Referral bonuses

- Team outings and company events

- Employee Rewards and recognition programs

- Anniversary and birthday celebrations

📌 Sales Relationship Manager (Mumbai)
🏢 Walkfin
📍 Mumbai