Relationship Manager - Credvest Circle

Experience: 1–2 years

Freshers: Candidates with relevant internships may apply

Location: Bengaluru

Department: Credvest Circle / Group Pre-Sales & Community

About Credvest Circle

Credvest Circle is the relationship and community engine of Credvest Group. The objective is to build long-term relationships with customers, prospects, referrers and business networks, and connect them with relevant opportunities across the Credvest Group. Credvest operates across multiple verticals including Real Estate,

Investments, Interiors and Hospitality. As a Relationship Manager, you will be the primary relationship point for Circle members, understanding their current and future requirements and connecting them with the right team within the Group.

Key Responsibilities

Relationship Management

- Build and maintain strong relationships with Credvest Circle members.
- Regularly connect with existing customers, prospects, referrers and network partners.
- Understand members' current and future requirements.
- Maintain consistent and meaningful follow-ups.
- Act as a single relationship point for members across Credvest Group.

Lead Qualification & Opportunity Identification
- Speak with existing and potential members to understand their requirements.
- Identify opportunities across Real Estate, Investments, Interiors and Hospitality.
- Qualify opportunities and connect them with the relevant Credvest business.
- Ensure smooth handover of qualified opportunities to the respective team.

Lead Revival
- Reconnect with lost,



dormant and older leads.
- Understand why the original requirement did not convert.
- Explore current or future requirements.
- Identify whether the member may have a requirement across another Credvest business.

Community & Member Engagement
- Onboard new members into Credvest Circle.
- Explain the Circle proposition and member benefits.
- Share relevant opportunities, events and experiences.
- Communicate with members through calls, WhatsApp and email.
- Build a strong and engaged member network.
- Encourage relevant referrals from existing members.

CRM Management
- Maintain accurate member and lead information in the CRM.
- Record conversations, requirements, preferences and follow-up dates.
- Ensure all opportunities are properly documented before handover.
- Maintain strong CRM hygiene and follow-up discipline.

Internal Coordination
- Coordinate with teams across Real Estate, Investments, Interiors and Hospitality.
- Connect members with the relevant business teams.
- Follow up on opportunities after handover to ensure continuity.
- Continue to maintain the relationship even after the transaction is handed over.

What We're Looking For

Must Have





- Excellent verbal and written communication skills
- Confident and comfortable speaking with customers and professionals.
- Strong interpersonal and relationship-building skills.
- Valuable listening and questioning ability.
- Ability to understand customer requirements and identify relevant opportunities.
- Strong follow-up and organisational skills.
- Comfortable using WhatsApp, email, Excel/Google Sheets and CRM tools.
- Professional, confident and presentable.

Experience
- 1–2 years of experience in relationship management, pre-sales, business development, customer

success, community management, hospitality, real estate or a similar customer-facing role.
- Freshers can apply if they have completed relevant internships in sales, business development,

customer success, community management, hospitality, real estate or related fields.

Personality Traits

We are looking for someone who is:
- People-oriented
- Naturally conversational
- Curious and a good listener
- Persistent without being pushy
- Organised and consistent with follow-ups
- Comfortable interacting with different types of people
- Quick to learn about multiple businesses
- Professional and dependable

Why This Role Matters This is not a conventional telecalling role. You will help build the Credvest Group community by turning individual interactions into long-term relationships and connecting people with the right opportunities across the Group. One Group. One Relationship. Many Opportunities.

📌 Relationship Management - Intern (Bengaluru)
🏢 Credvest India
📍 Bengaluru