HYBRID Relationship Manager (New Delhi)

HYBRID Relationship Manager (New Delhi)

30 Oct
|
USYNAPSE CAPITAL
|
New Delhi

30 Oct

USYNAPSE CAPITAL

New Delhi

Company Description USYNAPSE CAPITAL is a dynamic financial services firm specializing in corporate loan distribution, connecting clients with a broad network of lending partners, including PSU banks, MNCs, government banks, private banks, and NBFCs. The firm offers tailored solutions across secured loans, unsecured loans, and a diverse range of financial products to support varied business and personal financing needs. In addition to loan facilitation, USYNAPSE CAPITAL provides strategic guidance in investment planning to help clients build and preserve wealth. The company is committed to a holistic approach that addresses borrowing, investing, and safeguarding needs with transparency, speed, and trust, creating long-term value for clients and partners. Role Description The Relationship Manager will be responsible for managing and growing a portfolio of clients by understanding their financing and investment needs, recommending appropriate loan products, and coordinating with multiple lending partners. Day-to-day activities include prospecting and onboarding new clients, conducting needs assessments, preparing and reviewing loan applications, and tracking application status to ensure timely approvals and disbursements. The role involves maintaining strong relationships with banks and NBFCs, resolving client queries, and providing ongoing support on loan servicing and investment planning. The Relationship Manager will also collaborate with internal teams to ensure accurate documentation, compliance with lending guidelines, and consistent client communication. This is a full-time hybrid role based in New Delhi,



with a combination of in-office client and partner meetings and some work-from-home flexibility for administrative and follow-up tasks. Qualifications
• Candidates should possess robust relationship management and client service skills, including the ability to build trust, communicate clearly, and handle multiple stakeholder expectations.
• Candidates should possess skills in sales and business development, such as lead generation, opportunity qualification, negotiation, and closing across secured and unsecured loan products.
• Candidates should possess financial analysis and advisory skills, including basic credit assessment, understanding of loan structures, and familiarity with investment planning principles.
• Candidates should possess organizational and coordination skills, including attention to detail, documentation accuracy, time management, and the ability to track multiple applications simultaneously.
• Candidates should possess technology and communication skills, including proficiency with productivity tools (e.g., CRM systems, spreadsheets, email) and professional verbal and written communication.
• Relevant experience in banking, NBFCs, loan distribution, or financial advisory is highly beneficial, along with knowledge of the Indian lending landscape.
• A bachelor’s degree in finance, business, economics, or a related field is preferred; equivalent practical experience in financial services will also be considered.
• Ability to work effectively in a hybrid environment based in New Delhi, with flexibility to meet clients and partners on-site as required.

📌 HYBRID Relationship Manager (New Delhi)
🏢 USYNAPSE CAPITAL
📍 New Delhi

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