Relationship Manager

Company Description CDL Financial Services Pvt Ltd provides flexible funding solutions to support business growth and stability. The company helps clients secure financing for property refurbishment, asset purchases, and working capital needs. CDL Financial Services focuses on understanding each business’s unique requirements to offer tailored financial options. The organization is committed to building long-term partnerships that enable businesses to succeed and expand.
Role Description The Relationship Manager is a full-time, on-site role based in Sirhind, responsible for managing and growing a portfolio of business clients. This role involves identifying clients’ funding needs, presenting appropriate financial solutions, and guiding them through the application and approval process. The Relationship Manager will maintain regular contact with clients, handle inquiries, and resolve issues to ensure a smooth customer experience. Daily tasks include meeting prospective clients, conducting basic financial assessments, coordinating with internal teams for documentation and approvals, and tracking loan performance. The role also includes achieving business targets, preparing reports, and contributing to local market development initiatives.
Qualifications
Strong client relationship management, customer service, and interpersonal skills.
Ability to understand business funding needs and explain financial products clearly.
Solid communication skills, including clear verbal and written communication.
Basic financial literacy and comfort working with numbers and documentation.
Proactive approach to sales, with goal-oriented and self-motivated work habits.
Ability to work on-site in Sirhind and travel locally for client meetings as needed.
Bachelor’s degree in Business, Finance, Commerce, or a related field preferred.
Previous experience in financial services, banking, or business development is an advantage.

Work arrangement
No