Company Description Rupeeboss Financial Services Pvt Ltd, through its platform RupeeBoss.com, is a pan-India loan distributor offering a wide range of retail, SME, and credit card products. The company provides access to personal, home, car, business, SME, and working capital loans, focusing on securing competitive terms for customers. Rupeeboss partners with leading banks and NBFCs across India and operates through both online and offline channels. Guided by the philosophy “When You Need a Loan, You’re not Alone”, the company is committed to making loan procurement simple, transparent, and hassle-free, including services for comparing and applying for loans, credit cards, and balance transfers online. Role Description The Relationship Manager role is a full time, in office position based in Bengaluru. The Relationship Manager will build and maintain strong relationships with customers, understand their loan and credit needs, and recommend suitable products from partner banks and NBFCs. This role involves explaining loan features, eligibility criteria, and documentation requirements, assisting customers through the application and approval process, and ensuring a smooth end-to-end experience. The Relationship Manager will follow up on leads, manage a sales pipeline, coordinate with internal and external stakeholders, and meet assigned sales and service targets. The role also includes maintaining accurate records in CRM systems,



providing post-disbursement support, addressing customer queries and escalations, and adhering to compliance and regulatory guidelines. Qualifications
• Solid customer relationship management skills, including client engagement, needs assessment, and after-sales support.
• Sales and business development capabilities, with experience in lead generation, conversion, and achieving targets in financial products or related domains.
• Excellent communication and interpersonal skills, with the ability to explain complex loan terms clearly and build trust with diverse customer groups.
• Basic understanding of retail lending, credit cards, and SME loan products, as well as familiarity with banking and NBFC processes.
• Proficiency in using CRM tools, MS Office, and digital platforms for online applications, documentation tracking, and reporting.
• Strong organizational and time management skills, with attention to detail and the ability to handle multiple customer cases simultaneously.
• Preferred qualification: bachelor’s degree in business, finance, commerce, or a related field; prior experience in financial services, banking, or loan distribution is an advantage.
• Ability to work on-site in Bengaluru, collaborate effectively with cross-functional teams, and maintain high ethical standards and compliance with regulatory requirements.

📌 Relationship Manager (Bengaluru)
🏢 Rupeeboss Financial Services
📍 Bengaluru