Relationship Manager

Vastika Inc; Faridabad District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Vastika Inc. seeks an experienced Relationship Manager - Fintech to manage client relationships and drive business growth by promoting fintech solutions including digital payments, banking products, lending platforms, and payment gateways.

The role requires strong sales and CRM experience, coupled with a solid understanding of the fintech ecosystem to identify opportunities, manage the full sales cycle, and achieve targets.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• Experience in fintech, banking, digital payments, SaaS, NBFC, or financial services sales.
• Strong understanding of payment solutions, UPI, wallets, payment gateways, lending, or banking products.
• Excellent communication, negotiation, and relationship-building skills.

Responsibilities

• Build and maintain strong relationships with clients, merchants, partners, and business customers.
• Identify new business opportunities and generate revenue through fintech products and services.
• Understand client requirements and recommend suitable digital payment, banking, lending, or technology solutions.
• Manage the complete sales cycle from lead generation to onboarding and relationship management.
• Achieve sales targets, revenue goals, and customer acquisition metrics.
• Conduct client meetings, product demonstrations, and solution presentations.
• Coordinate with internal teams for customer onboarding, implementation, and issue resolution.
• Monitor customer satisfaction and improve retention.
• Analyze market trends, competitor offerings, and customer needs.
• Maintain accurate sales reports, CRM updates, and pipeline tracking.
• Develop partnerships with merchants, SMEs, enterprises, and financial institutions.

Skills

Relationship building

Sales

Negotiation

CRM proficiency

Communication

B2B sales

Market analysis

Education

Bachelor's degree in Business/Finance/Marketing

Tools

CRM software

Job description

We are looking for an experienced Relationship Manager - Fintech to manage client relationships, drive business growth, and promote fintech solutions including digital payments, banking products, lending platforms, payment gateways, and financial technology services. The ideal candidate should have strong sales skills, customer relationship management experience, and knowledge of the fintech ecosystem.

Key Responsibilities:

• Build and maintain strong relationships with clients, merchants, partners, and business customers.
• Identify new business opportunities and generate revenue through fintech products and services.
• Understand client requirements and recommend suitable digital payment, banking, lending, or technology solutions.
• Manage the complete sales cycle from lead generation to onboarding and relationship management.
• Achieve sales targets, revenue goals, and customer acquisition metrics.
• Conduct client meetings, product demonstrations, and solution presentations.
• Coordinate with internal teams for customer onboarding, implementation, and issue resolution.
• Monitor customer satisfaction and improve retention.
• Analyze market trends, competitor offerings, and customer needs.
• Maintain accurate sales reports, CRM updates, and pipeline tracking.
• Develop partnerships with merchants, SMEs, enterprises, and financial institutions.

Required Skills & Qualifications:

• Bachelor's degree in Business, Finance, Marketing, or related field.
• Experience in fintech, banking, digital payments, SaaS, NBFC, or financial services sales.
• Strong understanding of payment solutions, UPI, wallets, payment gateways, lending, or banking products.
• Excellent communication, negotiation, and relationship-building skills.
• Ability to meet sales targets and work in a fast-paced environment.
• Experience handling B2B clients and merchant acquisition.
• Good knowledge of CRM tools and sales reporting.