{"id":5640,"date":"2026-02-10T18:18:36","date_gmt":"2026-02-10T18:18:36","guid":{"rendered":"https:\/\/cephasconsult.biz\/?post_type=job_listing&p=5640"},"modified":"2026-03-13T00:17:22","modified_gmt":"2026-03-13T00:17:22","slug":"relationship-manager-133","status":"expired","type":"job_listing","link":"https:\/\/cephasconsult.biz\/?post_type=job_listing&p=5640","title":{"rendered":"Relationship Manager 133"},"content":{"rendered":"
Experience<\/div>\n
1 – 5 years<\/div>\n
<\/div>\n
\n
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Openings<\/div>\n
10<\/div>\n<\/div>\n
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Employment Type<\/div>\n
Full Time<\/div>\n<\/div>\n
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Industry<\/div>\n
Banking<\/div>\n<\/div>\n
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Location<\/div>\n
Mumbai City<\/div>\n<\/div>\n
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Qualification<\/div>\n
HSC<\/div>\n<\/div>\n
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Work Mode<\/div>\n
Work From Office<\/div>\n<\/div>\n
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Gender Preference<\/div>\n
Any<\/div>\n<\/div>\n<\/div>\n
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Job Description<\/h3>\n
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Job Summary:<\/strong><\/p>\n

The Relationship Manager \u2013 PL\/BL (Fintech) will be responsible for driving Personal Loan and Business Loan sales through digital, field, and partner channels. The role focuses on sourcing high-quality leads, managing end-to-end loan journeys on fintech platforms, and delivering a seamless, technology-driven customer experience. The incumbent will work closely with internal credit, operations, product, and tech teams to ensure fast turnaround times and high conversion ratios.<\/p>\n

Key Responsibilities:<\/strong><\/p>\n

    \n
  1. Sales & Digital Business Development:\u00a0<\/strong>Source and close Personal Loan and Business Loan opportunities through fintech platforms, digital leads, tele-sales, and field sourcing.<\/li>\n
  2. Drive conversions from app-based, website, and marketplace leads.<\/li>\n
  3. Onboard and manage DSAs, channel partners, fintech aggregators, and referral partners.<\/li>\n
  4. Achieve assigned monthly and quarterly PL\/BL disbursement and login targets.<\/li>\n
  5. Conduct customer and partner meetings to build a strong local presence in assigned geography.<\/li>\n
  6. Customer Experience & Relationship Management:\u00a0<\/strong>Own the complete customer journey from lead generation to loan disbursement on fintech systems.<\/li>\n
  7. Provide real-time assistance to customers for digital onboarding, e-KYC, and documentation uploads.<\/li>\n
  8. Educate customers on fintech-enabled loan products, pricing, tenure options, and digital repayment mechanisms.<\/li>\n
  9. Ensure quick resolution of customer queries through CRM tools and support platforms.<\/li>\n
  10. Loan Process & Platform Management:\u00a0<\/strong>Assist customers with online loan applications, e-signing, and digital documentation.<\/li>\n
  11. Coordinate with credit, risk, and underwriting teams to ensure faster approvals and minimal TAT.<\/li>\n
  12. Track applications using CRM, LMS, and internal dashboards.<\/li>\n
  13. Ensure smooth and timely disbursement through digital and banking integrations.<\/li>\n
  14. Market & Product Intelligence<\/strong>Monitor fintech market trends, competitor offerings, interest rates, and customer behavior.<\/li>\n
  15. Share on-ground feedback with product, tech, and marketing teams to improve journey and conversion.<\/li>\n
  16. Identify cross-sell and up-sell opportunities using customer data insights.<\/li>\n
  17. Compliance, Risk & Documentation:\u00a0<\/strong>Ensure adherence to fintech-specific KYC, AML, and digital compliance standards.<\/li>\n
  18. Maintain accuracy and completeness of digital documentation as per regulatory and internal policies.<\/li>\n
  19. Support audits and internal checks related to loan sourcing and documentation.<\/li>\n
  20. Reporting, Analytics & Performance Tracking:\u00a0<\/strong>Maintain daily MIS on logins, approvals, disbursements, and conversion ratios.<\/li>\n
  21. Track funnel metrics and productivity using fintech dashboards and analytics tools.<\/li>\n
  22. Provide actionable insights to improve lead quality and customer acquisition cost (CAC<\/li>\n<\/ol>\n

    Key Skills:<\/strong><\/p>\n

      \n
    1. Strong sales, negotiation, and relationship-building skills.<\/li>\n
    2. Hands-on experience with fintech platforms, CRM, LMS, and digital onboarding tools.<\/li>\n
    3. Data-driven mindset with the ability to analyze conversion metrics.<\/li>\n
    4. Comfort with technology-enabled, high-velocity sales environments.<\/li>\n<\/ol>\n

      Preferred Experience:<\/strong><\/p>\n

        \n
      1. Experience in fintech, NBFC, digital lending platforms, or financial marketplaces.<\/li>\n
      2. Exposure to app-based lending, API-driven credit processes, or digital underwriting is an advantage.<\/li>\n<\/ol>\n

        Personal Attributes:<\/strong><\/p>\n

          \n
        1. Target-driven and self-motivated with a startup mindset.<\/li>\n
        2. Customer-centric with strong problem-solving abilities.<\/li>\n
        3. Adaptable to rapid changes in products, processes, and technology.<\/li>\n
        4. Ability to work independently in a fast-growth fintech environment.<\/li>\n<\/ol>\n

          Work Environment:<\/strong><\/p>\n

            \n
          1. Full-time role with flexible working hours.<\/li>\n
          2. Hybrid working model \u2013 office, field, and digital engagement.<\/li>\n
          3. High-energy, performance-driven fintech culture.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n","protected":false},"author":1,"featured_media":0,"template":"","meta":{"_job_location":"Mumbai City : Maharashtra","_application":"hrm@cephasconsult.biz","_company_name":"","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-types":[],"class_list":["post-5640","job_listing","type-job_listing","status-expired","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/cephasconsult.biz\/index.php\/wp-json\/wp\/v2\/job-listings\/5640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cephasconsult.biz\/index.php\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/cephasconsult.biz\/index.php\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/cephasconsult.biz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"wp:attachment":[{"href":"https:\/\/cephasconsult.biz\/index.php\/wp-json\/wp\/v2\/media?parent=5640"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/cephasconsult.biz\/index.php\/wp-json\/wp\/v2\/job-types?post=5640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}