Company Description Phoenix Financial Services is a leading Direct Selling Associate (DSA) company that partners with multiple banks, NBFCs, and housing finance institutions across India. The organization offers a wide range of loan products, including personal, business, home, mortgage, pension, LAP, and balance transfer loans. With a strong nationwide network, Phoenix Financial Services provides competitive interest rates, faster approvals, and expert guidance, ensuring smooth and transparent loan processing. The team supports customers throughout the loan lifecycle, from eligibility evaluation and documentation to sanction and disbursement. With a PAN India presence, the company is committed to helping individuals and businesses select suitable loan products aligned with lender policies. Role Description This is a full-time, on-site Relationship Manager role based in the Kolkata metropolitan area. The Relationship Manager will build and maintain robust relationships with customers seeking loan products, understanding their financial needs and matching them with appropriate solutions from partner banks and NBFCs. Daily responsibilities include generating leads, following up on inquiries, explaining loan options and eligibility criteria, assisting with documentation, and coordinating with partner institutions for timely processing and approval. The role also involves tracking application status,



resolving customer queries, ensuring compliance with lender and company guidelines, and meeting defined sales and service targets. The Relationship Manager will collaborate closely with internal teams and external partners to deliver a high-quality, ethical, and customer-centric experience. Qualifications
• Demonstrated skills in client relationship management, customer service, and stakeholder communication.
• Experience in financial products consulting, loan advisory, and basic credit understanding.
• Strong sales, negotiation, and follow-up skills with the ability to meet targets in a competitive environment.
• Good documentation, organizational, and time-management skills for handling multiple customer cases.
• Comfort with using computers, CRM tools, and standard office software for tracking and reporting.
• Excellent verbal and written communication skills in English; proficiency in local languages is an advantage.
• Prior experience in banking, NBFC, housing finance, or DSA operations is preferred but not mandatory.
• Minimum of a bachelor’s degree in business, finance, commerce, or a related field, or equivalent practical experience.
• High level of integrity, professionalism, and commitment to non-discriminatory, customer-centric service.

📌 Relationship Manager (India)
🏢 Phoenix Financial Services
📍 India