Relationship Manager

TRIDAA Marketing and Solutions India Pvt. Ltd.; Bengaluru; On-site; INR 540,000 - 700,000; Full time

Job summary

TRIDAA Marketing and Solutions India Pvt. Ltd. in Bengaluru is seeking a Relationship Manager to grow client portfolios across home loans, property finance and other credit solutions.

You will manage end-to-end application processes, coordinate with credit and operations, and build a robust local network. The role emphasizes patient follow-ups, accurate records, cross-selling opportunities, and ethical customer service from an on-site base in Bengaluru.

Qualifications

• Strong customer relationship management skills and the ability to build trust.
• Solid knowledge of retail lending products such as home loans and project funding.
• Excellent communication and interpersonal skills for client-facing interactions.
• Proficiency in financial analysis, documentation review, and cross-functional coordination.

Responsibilities

• Manage and grow customer relationships across Tridaa's financial solutions portfolio.
• Guide customers through end-to-end application and fulfilment processes.
• Identify cross-selling opportunities and support customer retention initiatives.
• Maintain accurate records of interactions and coordinate with internal teams for timely approvals.

Skills

Relationship management

Retail lending

Communication skills

CRM tools

Financial analysis

Interpersonal skills

Team coordination

Networking

Education

Bachelor's degree in Business/Finance/Marketing

Tools

CRM software

Office suite

Job description

Company Description

TRIDAA Marketing and Solutions India Pvt. Ltd. (Tridaa) is a new-generation financial solutions platform that combines financial expertise, innovation, and technology with a strong customer-first approach. The company simplifies access to Home Loans, Property Finance, Construction Finance, Project Funding, and tailored credit solutions by aligning customer needs with suitable products and expert guidance. Tridaa focuses on transparent, relationship-led service and seamless fulfilment to create a smarter way to access finance. The organization values experience for depth, innovation to stay ahead, and keeps customers firmly at the center of every decision. Tridaa is dedicated to bridging financial needs and enabling new possibilities for individuals and businesses.

Role Description

The Relationship Manager is a full-time, on-site role based in Bengaluru, responsible for managing and growing customer relationships across Tridaa’s financial solutions portfolio. This role involves understanding client financial needs, recommending appropriate products such as home loans, property finance, and other credit solutions, and guiding customers through the end-to-end application and fulfilment process. The Relationship Manager will conduct regular follow-ups, maintain accurate records of interactions and transactions, and coordinate with internal teams to ensure timely approvals and smooth disbursements. The role also includes identifying cross-selling opportunities, supporting customer retention initiatives, and providing clear, transparent communication to enhance customer satisfaction. The Relationship Manager will actively participate in local market outreach and networking to build a robust pipeline of prospective clients.

Qualifications

• Strong customer relationship management skills, with the ability to build trust, understand needs, and provide tailored financial solutions.
• Solid knowledge of retail lending products such as home loans, property finance, construction finance, and project funding.
• Excellent communication and interpersonal skills, including confident client-facing interaction and clear explanation of financial terms.
• Proficiency in basic financial analysis, documentation review, and coordination with credit, operations, and underwriting teams.
• Ability to work in a fast-paced on-site environment in Bengaluru, with strong time management and organizational skills.
• Comfort with using CRM tools and standard office software to track leads, maintain records, and report performance metrics.
• Bachelor’s degree in Business, Finance, Marketing, or a related field; prior experience in banking, NBFCs, or financial services is an advantage.
• Goal-oriented mindset with a focus on ethical selling, customer-centric service, and long-term relationship building.