Relationship Manager

Company Description

Surjit Finance, formally known as Surjit Hire Purchase Private Limited, is a Reserve Bank of India (RBI)-registered Non-Banking Financial Company (NBFC) that commenced operations in May 2016. In just three years, Surjit Finance has achieved remarkable growth, becoming one of North Indias fastest-growing, technology-driven financial institutions. The company focuses on empowering the unserved sections of society by creating income opportunities for entrepreneurs. This approach fosters improved living standards, self-confidence, and overall upliftment within communities. With its head office in Lucknow, Uttar Pradesh, Surjit Finance operates 35 branches across 3 states, integrating modern technology into its financial operations to redefine financial inclusion.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Lucknow. The Relationship Manager will be responsible for managing client relationships, understanding client needs, and providing suitable financial products. Daily tasks will include maintaining existing client accounts, conducting client onboarding, offering personalized financial advice, handling queries, and ensuring client satisfaction. The role also involves sales target achievement and cross-selling financial products.

Qualifications

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  Excellent client management and interpersonal skills
• Proficiency in financial products and services
• Ability to achieve sales targets and cross-sell financial products
• Strong communication and problem-solving skills
• Bachelors degree in Finance, Business, or related field is preferred
• Experience in the financial industry is a plus