Relationship Manager

Piramal Finance; Sirsa; On-site; INR 300,000 - 550,000; Full time

Job summary

Piramal Finance Ltd., Sirsa-based Relationship Manager role, full-time on-site. You will build and maintain relationships with customers, assess financial needs, and propose suitable products while coordinating with internal teams for applications and documentation to ensure compliance.

The role emphasizes strong customer servicing, communication and negotiation skills; banking/NBFC exposure is preferred. A Bachelor's degree in finance, commerce, or a related field is beneficial.

Qualifications

• Customer relationship management and client servicing experience
• Clear verbal and written communication and stakeholder collaboration
• Sales and negotiation skills with track record of achieving targets
• Basic financial analysis and credit understanding to interpret documents
• Strong organizational and time management to handle multiple accounts and tasks
• Experience in banking, NBFCs, or financial services relationship management preferred
• Bachelor's degree in finance, business, commerce or related field beneficial; practical experience considered
• Comfort with using digital tools including CRM or loan management systems and adherence to policy requirements

Responsibilities

• Build and maintain strong relationships with customers and understand their financial needs
• Recommend suitable products and solutions
• Manage customer portfolios with regular follow-ups and query resolution
• Coordinate with internal teams to process applications and ensure documentation and compliance
• Identify new business opportunities and support branch sales and portfolio targets
• Contribute to maintaining high standards of service and customer satisfaction

Skills

Customer relationship management

Client servicing

Communication skills

Sales and negotiation

Financial analysis

Credit understanding

Organizational skills

Time management

Stakeholder collaboration

Banking/NBFC experience

Education

Bachelor's degree in finance, business, commerce

Tools

CRM software

Loan management systems

Job description

Company Description

Piramal Finance Limited, formerly known as Piramal Capital & Housing Finance Limited, is a diversified financial services company offering both wholesale and retail funding solutions across real estate and non-real estate sectors. The organization focuses on providing accessible, customer-centric financial products and services to individuals and businesses. Piramal Finance emphasizes transparent communication and reliable support, with dedicated teams available to address customer queries and feedback. The company operates through official channels and actively cautions against fraudulent job or loan offers, reinforcing its commitment to integrity and trust. This environment offers professionals an opportunity to contribute to a responsible and growing financial services brand.

Role Description

This is a full-time, on-site Relationship Manager role based in Sirsa. The Relationship Manager will be responsible for building and maintaining strong relationships with customers, understanding their financial needs, and recommending suitable products and solutions. Daily activities include managing customer portfolios, conducting regular follow-ups, resolving queries, and ensuring a high standard of service and customer satisfaction. The role involves coordinating with internal teams to process applications, complete documentation, and ensure compliance with company policies and regulatory requirements. The Relationship Manager will also identify new business opportunities, support local market development initiatives, and contribute to meeting branch sales and portfolio quality targets.

Qualifications

• Candidates should possess strong customer relationship management and client servicing skills, with the ability to understand and address diverse financial needs.
• Candidates should possess communication and interpersonal skills, including clear verbal and written communication and the ability to collaborate effectively with internal and external stakeholders.
• Candidates should possess sales and negotiation skills, with experience in promoting financial products, closing deals, and achieving performance targets.
• Candidates should possess basic financial analysis and credit understanding skills, including ability to interpret documentation and adhere to risk and compliance guidelines.
• Candidates should possess organizational and time management skills to handle multiple customer accounts, documentation, and follow-ups efficiently.
• Relevant experience in banking, non-banking financial companies (NBFCs), or financial services relationship management is preferred.
• A Bachelor's degree in finance, business, commerce, or a related field is beneficial; equivalent practical experience will also be considered.
• Comfort with using digital tools and CRM or loan management systems, along with a strong ethical mindset and adherence to company policies and regulatory standards.