Key Relationship Manager

Finseich; Alwar; Hybrid; INR 350,000 - 480,000; Full time

Benefits offered by this job

Career growth opportunities

Flexible work arrangements

Health benefits

Professional development resources

Mentorship from experienced pros

Job summary

Finseich in India seeks an entry-level Key Relationship Manager to support client onboarding, ensure compliance, and optimize operations. You will manage end-to-end documentation, maintain SOPs, and generate MIS insights while collaborating with Compliance, Operations, Risk, and Client Services to resolve process gaps.

The role emphasizes attention to detail, strong communication, and learning within a regulated financial services environment, with potential flexible work arrangements.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Commerce, or related field.
• Strong problem-solving and proactive approach.
• Experience with documentation management systems.
• Foundational understanding of KYC, AML, RBI guidelines.
• Experience in operations management, process documentation, and workflow design.
• Ability to generate and interpret MIS reports using Excel/Sheets/BI.
• High attention to detail and ability to manage multiple tasks under deadlines.
• Excellent communication and collaboration across teams.
• Willingness to learn in a regulated financial services environment.

Responsibilities

• Manage end-to-end documentation for client onboarding (KYC/AML/due diligence).
• Ensure regulatory compliance across client interactions and processes.
• Monitor and optimize operational workflows to improve efficiency.
• Develop and update SOPs to align with regulatory requirements.
• Coordinate with Compliance, Operations, Risk, and Client Services to resolve gaps.
• Prepare MIS reports to track performance metrics and KPIs.
• Maintain accurate records with data integrity and audit readiness.
• Support escalation and resolution of client queries within SLAs.

Skills

Problem solving

Documentation management

MIS reporting

Communication skills

Attention to detail

Multitasking

Interpersonal skills

Adaptability

Education

Bachelor's degree in Finance/Business/Commerce

Tools

Google Sheets

Excel

BI tools (basic)

Job description

The Key Relationship Manager plays a pivotal role in supporting client onboarding, operational integrity, and regulatory compliance within the financial services sector. This entry-level position is designed for dynamic and detail-oriented professionals who are eager to build a career in client-centric financial operations. The role involves managing end-to-end documentation, ensuring adherence to compliance frameworks, optimizing internal workflows, and generating actionable insights through MIS reporting. As a critical link between clients, internal teams, and regulatory standards, the Key Relationship Manager ensures seamless operations, enhances client experience, and contributes to the organization’s operational efficiency and risk mitigation. This role offers a strong foundation in financial services operations and serves as a launchpad for growth in relationship management, compliance, and process excellence.

Responsibilities:

• Manage end-to-end documentation for client onboarding, including KYC, AML, and due diligence processes.
  
• Ensure strict compliance with regulatory standards and internal policies across all client interactions and processes.
  
• Monitor and optimize operational workflows to improve efficiency, reduce processing time, and minimize errors.
  
• Develop, maintain, and update Standard Operating Procedures (SOPs) to align with evolving business and compliance requirements.
  
• Coordinate with cross-functional teams (Compliance, Operations, Risk, and Client Services) to resolve process gaps and ensure consistency.
  
• Prepare and analyze Management Information System (MIS) reports to track performance metrics, client status, and operational KPIs.
  
• Identify process bottlenecks and implement problem-solving strategies to enhance workflow optimization.
  
• Maintain accurate digital and physical records with emphasis on data integrity, confidentiality, and audit readiness.
  
• Support the escalation and resolution of client-related queries within defined timelines and service level agreements.
  

Requirements

• Bachelor’s degree in Finance, Business Administration, Commerce, or a related field.
  
• Strong problem-solving skills with a proactive approach to identifying and resolving operational challenges.
  
• Proficiency in documentation management systems and digital record-keeping tools.
  
• Foundational understanding of compliance frameworks (e.g., KYC, AML, RBI guidelines) in financial services.
  
• Experience or exposure to operations management, process documentation, and workflow design.
  
• Familiarity with SOP development and process improvement methodologies.
  
• Ability to generate and interpret MIS reports using Excel, Google Sheets, or basic BI tools.
  
• High attention to detail, organizational skills, and ability to manage multiple tasks under deadlines.
  
• Excellent communication and interpersonal skills for effective collaboration across teams.
  
• Willingness to learn and adapt in a fast-paced, regulated financial services environment.
  
• Opportunity for career growth in client relationship management and compliance
  
• Structured onboarding and training program
  
• Exposure to real-world financial operations and regulatory frameworks
  
• Performance-based incentives and recognition programs
  
• Flexible work arrangements (where applicable)
  
• Health and wellness benefits
  
• Access to professional development resources and certifications
  
• Collaborative and inclusive work culture
  
• Mentorship from experienced professionals