Relationship Manager (Patna)

Relationship Manager (Patna)

02 Sep
|
SAVE Financial Services Private
|
Patna

02 Sep

SAVE Financial Services Private

Patna

Company Description SAVE Financial Services Private Limited is an RBI-registered Non-Banking Financial Company (NBFC-MSME) focused on providing accessible, affordable, and responsible financial solutions to underserved communities. As a wholly owned subsidiary of SAVE Solutions Pvt. Ltd., the company brings formal financial services to the grassroots through secured loans such as Loan Against Property (LAP) and Loan Against Plot, as well as tailored unsecured business loans for MSMEs.

SAVE Financial Services emphasizes a customer-centric approach with simple application processes, minimal documentation, and transparent terms. With a growing footprint across India, the organization is committed to enabling financial independence and dignity for low-income households.

Role Description The Relationship Manager is a full-time, on-site role based in Paliganj. The role involves managing and growing a portfolio of customers, including sourcing new clients for secured and unsecured loans, conducting field visits, and maintaining regular contact to ensure strong relationships and high customer satisfaction.

Responsibilities include understanding customer needs, explaining loan products and terms, assisting with application and documentation, and coordinating with credit, operations, and collections teams to ensure timely processing and disbursement.

The Relationship

Manager will monitor loan accounts, follow up on repayments, address service issues, and support financial literacy initiatives in the local community.



The role also includes achieving business targets, preparing basic reports, and adhering to regulatory and company compliance standards.

Qualifications

- Customer relationship and service skills, including the ability to build trust, manage queries, and maintain long-term client engagement.
- Sales and business development capabilities, with experience or aptitude in sourcing customers, cross-selling products, and achieving defined targets.
- Basic financial and lending knowledge, such as understanding MSME loan products, secured and unsecured lending, and repayment structures.
- Communication and interpersonal skills, including transparent verbal communication in local languages and Hindi, and the ability to explain products and processes simply.
- Operational and documentation skills, including handling loan applications, verifying documents, and coordinating with internal teams for smooth processing.
- Minimum educational qualification of a graduate degree in any discipline; a background in finance, commerce, or business is an advantage.
- Prior experience in NBFCs, microfinance, banking, or MSME lending is preferred but not mandatory for strong, motivated candidates.
- Comfort with fieldwork, willingness to travel locally, and familiarity with basic computer applications (e.g., MS Office, data entry tools).
- High level of integrity, accountability, and commitment to serving low-income and underserved communities.

📌 Relationship Manager (Patna)
🏢 SAVE Financial Services Private
📍 Patna

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