Sales Relationship Manager

Walkfin; Mumbai; On-site; INR 400,000 - 800,000; Full time

Benefits offered by this job

Competitive salary + performance-based

Career progression opportunities

Exposure to leadership and Founders

Team outings and company events

Employee rewards and recognition

Job summary

Walkfin is seeking a Management Trainee / Relationship Manager to be based on-site in Mumbai and Pune. You will manage MSME client relationships, understand financing needs, and guide them through loan and invoice discounting processes.

You will support onboarding, documentation, eligibility checks and coordinate with internal teams to ensure timely approvals and disbursals. You’ll drive client meetings, verify documents, process applications, and manage portfolio profitability, with travel as

Qualifications

• Graduate from a reputed University.
• Self-driven, results-oriented with a positive outlook and a focus on high quality and business profit.
• A natural forward planner who critically assesses their own performance.
• Mature, credible, and comfortable in dealing with Distributors.
• Reliable, tolerant, and determined. Empathic communicator, able to see things from the other person's point of view.
• Well-presented and business-like.
• Able to get on with others and be a team player.

Responsibilities

• Onboarding Corporates on the Company's platform, activating these corporates for transactions and maintaining relationships.
• Maximizing throughput (factoring of bills) from all onboarded corporates in the portfolio.
• Responsible for P&L for the portfolio and ensuring profitability and optimized charges.
• Support increase in throughput, outstanding, revenues, yields & other business metrics for the assigned geography.
• Grow the partner/distribution network and tapping untapped segments/territories for business.
• Source MSME companies for supply chain financing Anchor Model/ Direct Lending.
• Willing to travel, conduct visits, and verify portfolios within the designated area.
• Organize loan events and activities to drive lead-generation.
• Conduct client meetings, verify documents, process loan applications, and coordinate with sanction/disbursement teams.
• Manage finances of relationships and support meeting financial targets.
• Achieve sales targets in line with the area’s revenues and volumes.

Skills

Self-driven

Results-oriented

Positive outlook

Forward planning

People skills

Team player

Professional presentation

Empathic communication

Education

Graduate from a reputed University

Job description

This is a full-time, on-site role based in Pune and Mumbai for a Management Trainee / Relationship Manager. The role involves managing and nurturing relationships with MSME clients, understanding their financing needs, and guiding them through loan and invoice discounting processes. The

Management Trainee / Relationship Manager will support client onboarding, assist in documentation and eligibility checks, and coordinate with internal teams to ensure timely approvals and disbursals.

Job Responsibilities

• Onboarding Corporates on the Company's platform, activating these corporates for transactions and maintaining relationships to maximize business opportunities and encourage repeat business and referrals.
• The person will be responsible for maximizing throughput (factoring of bills) from all onboarded corporates in his/her portfolio.
• The RM will be responsible for P&L for his/her respective portfolio - he/she should ensure profitability parameters and charges are optimized for each corporate relationship, and the portfolio overall.
• Support increase in throughput, outstanding, revenues, yields & other business performance metrics for the assigned geography for all products covered under the FinTech Umbrella.
• Growing the partner/distribution network and growing the under- tapped segments/companies/territories for business.
• Sourcing of MSME companies for supply chain financing Anchor Model/ Direct Lending.
• Willingness to travel, conduct visits, and verify business portfolios as necessary within the designated area.
• Organize loan events and activities to drive lead-generation efforts.
• Conduct client meetings, verify documents, process loan applications, and coordinate with sanction/disbursement teams.
• Conduct client meetings, verify documents, process loan applications, and coordinate with sanction/disbursement teams.
• Manage financial of relationship, including support meeting of financial targets, sales promotion activities, support timely and correct commission reconciliation.
• Achieve sales targets in line with the target established for the area in terms of revenues & volumes.

Plan, Forecast, measure, and report business volumes on a daily, weekly, or monthly basis as required.

Desired Candidate Profile

• Graduate from a reputed University.
• Self-driven, results-oriented with a positive outlook, and a clear focus on high quality and business profit.
• A natural forward planner who critically assesses their own performance.
• Mature, credible, and comfortable in dealing with Distributors.
• Reliable, tolerant, and determined. Empathic communicator, able to see things from the other person's point of view.
• Well-presented and business-like.
• Able to get on with others and be a team player.

Perks and benefits

• Competitive salary + performance incentives
• High-growth, fast-paced work environment
• Career progression opportunities
• Exposure to leadership and Founders.
• Fast-paced, high-growth work environment
• Referral bonuses
• Team outings and company events
• Employee Rewards and recognition programs