Relationship Manager

Company Description Greenmint Finserve PVT LTD is a growing financial services organization committed to providing accessible and reliable solutions for individuals and businesses. The company focuses on customer-centric offerings, aiming to build long-term relationships through transparent advice and efficient service delivery. Team members are encouraged to contribute ideas, collaborate across functions, and support continuous improvement in processes and client experience. Greenmint Finserve values integrity, professionalism, and a strong service mindset, creating an environment where motivated professionals can develop their careers in financial services.
Role Description The Relationship Manager is a full-time, on-site role based in Faridabad. The role involves managing and growing a portfolio of clients by understanding their financial needs, recommending suitable products and services, and maintaining regular contact through meetings, calls, and follow-ups. The Relationship Manager will handle end-to-end client onboarding, documentation, and service resolutions, ensuring a smooth and compliant customer experience. Day-to-day tasks include tracking leads, preparing basic proposals or product explanations, coordinating with internal teams for approvals or operations, and updating records in relevant systems. The role also includes achieving assigned sales or portfolio targets, monitoring client satisfaction, and identifying opportunities for cross-selling and up-selling.
Qualifications
Strong client relationship management skills, including active listening, empathy, and a service-oriented mindset.
Effective communication and interpersonal skills to explain financial products clearly and build trust with diverse clients.
Basic understanding of financial services, lending, or investment products, with the ability to learn and adapt to new offerings.
Organizational and time-management skills to handle multiple clients, follow-ups, and documentation efficiently.
Comfort with using CRM tools, spreadsheets, and other office software for tracking leads and maintaining records.
Bachelor’s degree in Business, Finance, Commerce, or a related field is preferred; relevant experience in customer-facing roles is an advantage.
Ability to work on-site in Faridabad, meet performance targets, and collaborate with sales and operations teams.
High level of integrity, professionalism, and respect for confidentiality and regulatory requirements.

Work arrangement
No