Relationship Manager

Piramal Finance; Tiruchirappalli; On-site; INR 500,000 - 800,000; Full time

Job summary

Piramal Finance Limited in Tiruchirappalli seeks a Relationship Manager to grow a portfolio by sourcing opportunities across real estate and other segments. You will manage client relationships, assess financial needs, and guide end-to-end loan processing, documentation, and approvals, ensuring compliance and a seamless customer journey.

The role requires strong communication, integrity, and the ability to work with multiple internal teams, including credit, operations, and legal, to deliver

Qualifications

• Strong relationship management and customer service skills to build trust and deliver positive customer experience.
• Sales and business development skills: lead generation, opportunity identification, negotiation and portfolio growth targets.
• Clear verbal and written communication, active listening and collaboration with diverse stakeholders.
• Analytical and problem-solving abilities, including basic financial analysis and risk awareness.
• Organizational and process-management skills, accurate documentation, and regulatory compliance.
• Bachelor’s degree in finance, business, economics or related field; prior experience in financial services, banking or lending.
• Familiarity with Tiruchirappalli local markets and CRM systems.

Responsibilities

• Manage and grow a portfolio of customers in Tiruchirappalli.
• Source new business opportunities in real estate and non-real estate segments.
• Build long-term client relationships and understand customer financial needs.
• Recommend suitable products and ensure smooth end-to-end loan processing and documentation.
• Coordinate with credit, operations, and legal teams; maintain accurate records.
• Address customer queries and provide post-disbursement support while ensuring regulatory and company compliance.

Skills

Relationship management

Customer service

Sales & business development

Communication

Interpersonal skills

Analytical & problem solving

Organizational & process management

CRM familiarity

Education

Bachelor’s degree in finance/business/economics or related field

Tools

CRM software

Job description

Company Description

Piramal Finance Limited (formerly Piramal Capital & Housing Finance Limited) is a diversified financial services company offering both wholesale and retail funding solutions. Piramal Finance emphasizes transparency, secure communication, and a strong commitment to enhancing customer experience.

Role Description

This is a full-time, on-site Relationship Manager role based in Tiruchirappalli. The Relationship Manager will be responsible for managing and growing a portfolio of customers, including sourcing new business opportunities in both real estate and non-real estate segments.

Daily responsibilities include building long-term client relationships, understanding customer financial needs, recommending suitable products, and ensuring smooth end-to-end loan processing and documentation. The role involves regular customer meetings, follow-ups on applications and repayments, coordination with internal teams for credit, operations, and legal, and maintaining accurate records in line with company processes.

The Relationship Manager will also address customer queries, provide post-disbursement support, and uphold regulatory and company compliance standards in all interactions.

Qualifications

• Candidates should possess strong relationship management and customer service skills, including the ability to build trust, handle queries professionally, and ensure a positive customer experience.
• Candidates should possess sales and business development skills, such as lead generation, opportunity identification, negotiation, and achieving defined financial and portfolio growth targets.
• Candidates should possess communication and interpersonal skills, including clear verbal and written communication, active listening, and the ability to work effectively with diverse stakeholders.
• Candidates should possess analytical and problem-solving skills, including basic financial analysis, risk awareness, and the ability to resolve customer issues promptly and effectively.
• Candidates should possess organizational and process-management skills, such as maintaining accurate documentation, adhering to compliance and regulatory guidelines, and coordinating with internal teams.
• Relevant qualifications such as a bachelor’s degree in finance, business, economics, or a related field are preferred, along with prior experience in financial services, banking, or lending.
• Familiarity with local markets in Tiruchirappalli, proficiency in relevant regional languages, and comfort using digital tools and CRM systems will be beneficial.