Relationship Manager

Vartis Platforms

Mumbai

On-site

INR 600,000 - 1,000,000

Full time

8 days ago

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Benefits offered by this job

Career progression
NBFC-P2P training
Performance incentives
Mentorship program

Job summary

LenDenClub, India's largest P2P lending platform, is seeking a Sales Relationship Manager with strong Digital Acquisition to engage inbound digital leads and convert them into investors.

You will educate prospects on P2P as an investment, advise on portfolio allocation, and work with Marketing and Product teams to improve lead quality. English and Hindi communication required.

This role offers fast-paced fintech growth, target-driven incentives, and opportunities for career progression in Mumbai.

Qualifications

  • 1+ years of experience in Digital Sales Acquisition.
  • Proven track record of converting digital/inbound leads into paying customers.
  • Strong understanding of investment products: Mutual Funds, Equity, Fixed Income, and ability to position P2P as a diversification tool.
  • Excellent communication and consultative selling skills in English and Hindi.
  • Goal-oriented with demonstrated ability to meet/exceed sales targets.
  • Experience handling objections and explaining financial concepts to retail/HNI clients is a plus.

Responsibilities

  • Digital Lead Conversion: Connect with new leads generated through Digital Marketing channels and drive them to onboarding and first investment.
  • P2P Product Pitching: Educate prospects on P2P lending as an alternative asset class and emphasize diversification and transparency.
  • Sales & Targets: Achieve monthly acquisition and disbursement targets through outbound calls and follow-ups.
  • Client Advisory: Guide investors on portfolio allocation, explain risk, tenure, and return structures.
  • Relationship Building: Build trust with new investors to encourage repeat investments and referrals.
  • Collaboration: Work with Digital Marketing and Product teams to provide feedback on lead quality.
  • Reporting: Track daily activities, lead status, conversions, and maintain CRM records.
  • Market Knowledge: Stay updated on RBI regulations and P2P industry trends.

Skills

Digital Sales Acquisition
Inbound lead handling
English/Hindi communication
CRM familiarity

Tools

CRM software

Job description

About the Role:

LenDenClub is Indias largest P2P lending platform. We are looking for a Sales Relationship Manager with strong Digital Acquisition experience to connect with inbound digital leads and convert them into P2P investors.


The RM will position P2P lending as a smarter alternate to traditional equity and mutual fund products, and help clients diversify their portfolio with stable, fixed-income returns.


Key Responsibilities:


  1. Digital Lead Conversion: Connect with new leads generated through Digital Marketing channels and drive them to onboarding and first investment.

  2. P2P Product Pitching: Educate prospects on P2P lending as an alternate asset class to Equity, Mutual Funds, and other market-linked products. Emphasize diversification, risk-adjusted returns, and transparency.

  3. Sales & Targets: Achieve monthly acquisition and disbursement targets through outbound calls, follow-ups, and consultative selling.

  4. Client Advisory: Guide investors on portfolio allocation in P2P, explain risk, tenure, and return structures, and address objections.

  5. Relationship Building: Build trust with new investors to encourage repeat investments and referrals.

  6. Collaboration: Work closely with Digital Marketing and Product teams to provide feedback on lead quality and conversion insights.

  7. Reporting: Track daily activities, lead status, conversions, and maintain accurate CRM records.

  8. Market Knowledge: Stay updated on RBI regulations, P2P industry trends, and competing investment products.


Qualifications & Experience:


  1. 1+ years of experience in Digital Sales Acquisition, preferably in Mutual Funds, Equity Wealth Products, Fintech, or WealthTech.

  2. Proven track record of converting digital/inbound leads into paying customers.

  3. Strong understanding of investment products: Mutual Funds, Equity, Fixed Income, and ability to position P2P as a diversification tool.

  4. Excellent communication and consultative selling skills in English and Hindi.

  5. Goal-oriented with demonstrated ability to meet/exceed sales targets.

  6. Experience handling objections and explaining financial concepts to retail/HNI clients is a plus.


What we are looking for:

Candidates with strong sales experience, good communication skills, and a proven track record of achieving targets. While experience in Mutual Funds, Equity, FinTech, or Wealth products is preferred, we are also open to candidates from the Insurance industry with strong sales and client-handling experience.


What We Offer:


  1. Fast-paced, growth-driven fintech environment with clear career progression.

  2. Training on P2P, NBFC-P2P regulations, and sales enablement.

  3. Performance-linked incentives + growth opportunities.

  4. Collaborative team and mentorship from senior leadership.

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