Account Manager

UTTAR BHARAT FINANCE PVT. LTD.; Kalaburagi; On-site; INR 350,000 - 550,000; Full time

Job summary

UTTAR BHARAT FINANCE PVT. LTD. in Kalaburagi seeks an Account Manager to manage client accounts, foster relationships, and resolve queries. You will coordinate with internal teams to process applications and payments, review performance, and prepare basic reports while educating clients on financial products.

The role emphasizes compliance with policies, collaboration with cross-functional teams, and contributing to branch targets through high-quality service. On-site work is required.

Qualifications

• Ability to build and maintain client relationships with strong customer service skills.
• Basic knowledge of financial products or services.
• Strong organizational and time-management skills with attention to detail.
• Proficiency with office productivity tools for daily account management.
• Excellent verbal and written communication in English; local languages a plus.
• On-site work in Kalaburagi and cross-functional collaboration.
• Prior experience in account management, banking, microfinance, or customer-facing roles.
• Bachelor’s degree in business, finance, commerce, or related field.

Responsibilities

• Manage client accounts and maintain strong customer relationships.
• Coordinate with internal teams to process applications and payments.
• Review account performance and prepare basic reports/documents.
• Educate clients about financial products and ensure compliance with company policies.
• Support local business development and help achieve branch targets.

Skills

Client relationships

Customer service

Communication

Office tools

On-site work

Team collaboration

Finance product familiarity

Time management

Documentation

Interpersonal skills

Education

Bachelor's degree in business/finance/commerce

Job description

Company Description

UTTAR BHARAT FINANCE PVT. LTD. is a financial services company headquartered in Delhi, India. The organization focuses on providing accessible finance solutions to a diverse customer base. Team members work in a dynamic environment that emphasizes reliability, customer service, and ethical business practices. The company offers opportunities for professional growth and encourages collaborative work to support its expanding operations across different locations.

Role Description

The Account Manager is a full-time, on-site role based in Kalaburagi. This position is responsible for managing client accounts, maintaining strong customer relationships, and ensuring timely resolution of client queries. Daily tasks include reviewing account performance, coordinating with internal teams to process applications and payments, and preparing basic reports and documentation. The role also involves educating clients about financial products, following company policies and compliance standards, and supporting local business development activities. The Account Manager will collaborate with colleagues to achieve branch targets and deliver consistent, high-quality service.

Qualifications

• Ability to build and maintain client relationships, with strong customer service and interpersonal skills.
• Basic knowledge of financial products or services and interest in working in the finance sector.
• Strong organizational and time-management skills, with attention to detail in documentation and reporting.
• Proficiency in using office productivity tools (e.g., spreadsheets, word processing, email) for daily account management tasks.
• Effective verbal and written communication skills in English; knowledge of local languages is an advantage.
• Ability to work on-site in Kalaburagi and collaborate with cross-functional teams to meet business objectives.
• Prior experience in account management, banking, microfinance, or customer-facing roles is preferred.
• Bachelor’s degree in business, finance, commerce, or a related field, or equivalent practical experience.