Company Description

Cashinvoice is a digital marketplace revolutionizing supply chain finance for MSMEs (Micro, Small, and Medium Enterprises). Our technology platform seamlessly connects large corporations, financial institutions, and their MSME vendors to facilitate embedded lending products and provide crucial working capital, enabling them to grow and scale efficiently. The company focuses on helping businesses unlock liquidity and optimize working capital across complex value chains.

Its platform enhances financial visibility and enables modern, data-driven decision-making for enterprise finance teams. Cashinvoice leverages AI-driven intelligence to streamline processes and deliver actionable insights. The organization offers an environment where professionals can work at the intersection of technology, finance, and innovation.

Role Description

Relationship Manager role involves managing and nurturing relationships with corporate clients, banking partners, and NBFCs to ensure effective use of Cashinvoice’s enterprise finance solutions. Day-to-day responsibilities include onboarding new clients, understanding their supply chain finance and treasury needs, coordinating with internal product and operations teams, and providing proactive account management and support.

The Relationship

Manager will monitor client performance and usage data, identify opportunities to deepen engagement,



and present solutions that enhance liquidity and financial visibility. The role also includes regular meetings, preparing client reports and presentations, addressing escalations, and contributing feedback to improve platform features and client experience.

Qualifications

- Robust client relationship management skills, including stakeholder engagement, account management, and the ability to build long-term partnerships.
- Solid understanding of corporate finance concepts such as supply chain finance, treasury management, and banking products.
- Analytical and problem-solving abilities, with comfort working with financial data, dashboards, and performance metrics.
- Clear and professional communication skills, both written and verbal, with experience in presentations and client-facing discussions.
- Ability to work collaboratively with cross-functional teams (sales, product, operations, and technology) to deliver integrated client solutions.
- Bachelor’s degree in business, Finance, Economics, or a related field; a postgraduate degree or relevant certification in finance or banking is an advantage.
- Prior experience in relationship management, corporate banking, fintech, or financial services is highly beneficial.
- Demonstrated ownership mindset, attention to detail, and willingness to work in a fast-paced, high-growth environment.

Location - Chennai

📌 Relationship Manager (Chennai)
🏢 Cashinvoice
📍 Chennai