Relationship Manager

Company Description TRIDAA Marketing and Solutions India Pvt. Ltd. (Tridaa) is a new-generation financial solutions platform that combines financial expertise, innovation, and technology with a strong customer-first approach. The company simplifies access to Home Loans, Property Finance, Construction Finance, Project Funding, and tailored credit solutions by aligning customer needs with suitable products and expert guidance. Tridaa focuses on transparent, relationship-led service and seamless fulfilment to create a smarter way to access finance. The organization values experience for depth, innovation to stay ahead, and keeps customers firmly at the center of every decision. Tridaa is dedicated to bridging financial needs and enabling new possibilities for individuals and businesses.
Role Description The Relationship Manager is a full-time, on-site role based in Bengaluru, responsible for managing and growing customer relationships across Tridaa’s financial solutions portfolio. This role involves understanding client financial needs, recommending appropriate products such as home loans, property finance, and other credit solutions, and guiding customers through the end-to-end application and fulfilment process. The Relationship Manager will conduct regular follow-ups, maintain accurate records of interactions and transactions, and coordinate with internal teams to ensure timely approvals and smooth disbursements. The role also includes identifying cross-selling opportunities, supporting customer retention initiatives, and providing clear, transparent communication to enhance customer satisfaction. The Relationship Manager will actively participate in local market outreach and networking to build a robust pipeline of prospective clients.
Qualifications
Strong customer relationship management skills, with the ability to build trust, understand needs, and provide tailored financial solutions.
Solid knowledge of retail lending products such as home loans, property finance, construction finance, and project funding.
Excellent communication and interpersonal skills, including confident client-facing interaction and clear explanation of financial terms.
Proficiency in basic financial analysis, documentation review, and coordination with credit, operations, and underwriting teams.
Ability to work in a fast-paced on-site environment in Bengaluru, with strong time management and organizational skills.
Comfort with using CRM tools and standard office software to track leads, maintain records, and report performance metrics.
Bachelor’s degree in Business, Finance, Marketing, or a related field; prior experience in banking, NBFCs, or financial services is an advantage.
Goal-oriented mindset with a focus on ethical selling, customer-centric service, and long-term relationship building.

Work arrangement
No