Job highlights

- Own two-wheeler with valid driving license and laptop

- Build and manage client relationships, offer tailored financial solutions, drive product adoption, achieve sales targets, and coordinate documentation

Must Have ( Mandatory ):

- Candidate must own a two-wheeler and possess a valid driving license.

- Candidate must have their own laptop.

Roles and Responsibilities:

- Build and manage solid relationships with existing and prospective clients.

- Understand client financial needs and offer tailored solutions including business loans, current accounts, swipe machines, QR codes, and other embedded finance products.

- Drive adoption of key offerings such as swipe machine integrations, Petpooja loans, voice payment solutions, payroll with mediclaim, and insurance.

- Act as the primary point of contact for client queries and ensure seamless end-to-end service.





- Achieve sales targets through effective upselling and cross-selling of financial products.

- Conduct regular client interactions to review needs and introduce relevant solutions.

- Ensure proper documentation and coordinate with internal teams (operations, support, compliance) for smooth processing.

- Stay updated on market trends, banking regulations, and product developments.

Additional Qualifications and Skills:

- Bachelors degree in Finance, Business, Economics, or related field.

- 1+ years of experience in banking, financial services, or relationship management.

- Strong understanding of financial products, banking regulations, and compliance.

- Excellent communication, negotiation, and interpersonal skills.

- Proven track record of meeting sales goals and delivering exceptional customer service.

📌 Relationship Manager (Kozhikode)
🏢 Petpooja
📍 Kozhikode