Company Description Anand Rathi Global Finance Limited is a non-banking finance company (NBFC) registered with the Reserve Bank of India and classified as a Systemically Important Non-Deposit Taking NBFC. The company focuses on lending solutions and serves diverse customer segments through products such as loans to the SME sector, loan against property (LAP), construction finance, and loan against securities. As a loan-focused NBFC, it plays a key role in supporting business growth, real estate projects, and capital market participation.

The organization operates within a regulated workplace and emphasizes responsible lending and customer-centric financial services.

Role Description The Relationship Manager is a full-time, on-site role based in Surat. This role is responsible for managing and growing a portfolio of clients across lending products such as SME loans, LAP, construction finance, and loan against securities. Day-to-day activities include identifying prospective clients, conducting financial needs assessments, explaining product features, and supporting clients through the loan application and approval process.

The Relationship

Manager maintains regular contact with clients, addresses queries, coordinates with credit and operations teams, and ensures timely documentation and disbursals.



The role also involves monitoring client performance, managing renewals and cross-sell opportunities, and adhering to internal policies and regulatory guidelines.

Qualifications

- Strong relationship management and customer service skills, with the ability to build trust and maintain long-term client partnerships.
- Knowledge of lending products, particularly SME finance, loan against property, construction finance, and loan against securities.
- Ability to assess financial information, understand credit risk, and work closely with credit and operations teams.
- Effective communication, negotiation, and presentation skills to explain product features and close deals.
- Good organizational and time-management skills to handle multiple client accounts and follow up on documentation and disbursals.
- Comfort with using CRM tools and basic office software (e.g., spreadsheets, presentations, email) for reporting and client tracking.
- Bachelor’s degree in finance, commerce, business, or a related field; a postgraduate qualification in management or finance is an advantage.
- Prior experience in NBFCs, banks, or other financial services organizations in a sales, business development, or relationship management role is preferred.

📌 Relationship Manager (Surat)
🏢 Anand Rathi Global Finance
📍 Surat