Role Description:

This is a full time, on-site role based in Pune and 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 activi

📌 Sales Relationship Manager (Mumbai)
🏢 Walkfin
📍 Mumbai