About The Opportunity A dynamic player in the Indian financial services & client solutions sector, we specialize in building long-term, high-trust relationships between enterprises and their key stakeholders—banks, investors, partners, and government bodies.

Our Relationship

Managers act as strategic liaisons, translating complex business needs into tailored financial solutions, ensuring retention, growth, and seamless execution across industries.

Role & Responsibilities
Prospect, onboard, and manage C-suite & mid-market client relationships across BFSI, manufacturing, and infrastructure verticals in India.
Customize financial product recommendations (loans, credit lines, treasury, trade finance) based on client cash flow, risk appetite, and growth goals.
Act as primary point of contact—resolve escalations, lead cross-functional teams (credit, legal, ops), and ensure SLA adherence.
Monitor portfolio health, identify upsell/cross-sell opportunities,



and drive client retention through personalized engagement strategies.
Prepare client dashboards, performance reports, and pitch decks for senior management and stakeholders.
Stay updated on RBI guidelines, market trends, and competitor offerings to advise clients proactively.

Skills & Qualifications
Must-Have
CRM
MS PowerPoint
Financial Modeling
Client Retention Strategies
RBI Compliance
Stakeholder Management
MS Excel (Pivot, VLOOKUP)
Negotiation
Preferred
ERP Systems (Tally, SAP)
Investment Banking Experience
CFA/CA Inter

Advantages & Culture Highlights
Performance-linked bonuses + annual increments
Adaptable workdays + leadership mentorship programs
Rapid-track growth path for top performers

Skills: crm,management,financial modeling,negotiation,bonuses,stakeholder management

📌 Relationship Manager Sales Pune
🏢 The UrbanIndia
📍 Pune