Relationship Manager - Enterprise Clients

MBA Finance freshers can also Apply!!
Work Location - BBD Bag, Near Dalhousie, Kolkata
*Interested candidates can click on Apply OR share their CVs to hr@bankkeeping.com*
Company Description BankKeeping combines advanced detection software with a team of banking specialists to protect borrowers and optimize their loan relationships. The platform continuously scans loan accounts to uncover excess interest, hidden charges, and inflated commissions that banks typically do not highlight. It decodes sanction terms, calculates the true drawing power, and provides borrowers with clear, actionable insights. BankKeeping’s experts then use this data to negotiate renewals, correct overcharges, and strengthen clients’ standing with their banks. The organization focuses on turning complex banking data into practical leverage for businesses.
Role Description The Relationship Manager – Enterprise Clients is a full-time, on-site role based in the Kolkata metropolitan area. This position is responsible for managing and growing relationships with enterprise clients, serving as their primary point of contact for all BankKeeping services. Day-to-day tasks include understanding clients’ banking structures, coordinating with internal experts to analyze loan accounts, and presenting findings and recommendations to senior client stakeholders. The Relationship Manager will lead renewal and negotiation discussions with banks on behalf of clients, ensure timely resolution of issues, and track the impact of interventions on client outcomes. The role also involves identifying upsell and cross-sell opportunities, gathering client feedback to improve the platform, and collaborating with product and operations teams to enhance service delivery.
Qualifications
Strong client relationship management and stakeholder engagement skills, with experience handling enterprise or corporate accounts.
Solid understanding of banking products and services, especially business loans, credit facilities, LC/BG structures, and interest/fee calculations.
Ability to interpret financial and loan documentation, analyze data, and translate complex findings into clear, actionable guidance for clients.
Effective communication and presentation skills, including the ability to lead negotiations and represent client interests with bank officials.
Proficiency with standard office and collaboration tools; comfort working with technology-driven platforms and data dashboards.
Demonstrated problem-solving, critical thinking, and decision-making abilities in fast-paced, client-facing environments.
Bachelor’s degree in Finance, Business, Economics, or a related field; an MBA or relevant professional certification (such as banking or credit analysis) is an advantage.
Prior experience in corporate banking, financial services, credit analysis, or consulting focused on banking and lending is highly beneficial.
Ability to work on-site in the Kolkata metropolitan area, with readiness for client meetings, bank visits, and occasional travel as required.

Work arrangement
No