Rupeeboss Financial Services Pvt Ltd
Website:
rupeeboss.com
Job details:
Company Description Rupeeboss Financial Services Pvt Ltd, operating through RupeeBoss.com, is a pan-India loan distributor offering a wide range of retail, SME, and credit card products. The company partners with leading banks and NBFCs to provide competitive terms on personal, home, car, business, and working capital loans. With both online and offline presence across the country, Rupeeboss focuses on delivering a smooth and hassle-free loan procurement experience. Guided by the philosophy “When You Need a Loan, You’re not Alone,” Rupeeboss enables customers to compare and apply for loans, credit cards, and balance transfers online.
Role Description The Relationship Manager role is a full-time, on-site position based in the Mumbai Metropolitan Region. The Relationship Manager will manage and grow a portfolio of customers seeking loan and credit products, providing end-to-end support from initial inquiry to disbursal. Daily activities include understanding customer requirements, explaining suitable products, coordinating with partner banks and NBFCs, and ensuring timely completion of documentation and processes. The role involves regular follow-ups, maintaining accurate records in internal systems, and meeting assigned sales and service targets. The Relationship Manager will also contribute to customer retention by delivering professional, transparent, and customer-centric service in line with Rupeeboss’s values.
Qualifications
- Strong customer relationship management and client servicing abilities, with a focus on trust-building and long-term engagement.
- Sales and negotiation skills, including the ability to explain financial products clearly and convert inquiries into successful closures.
- Basic understanding of retail loan, SME loan, and credit card products, or willingness to learn quickly about consumer and business finance.
- Excellent communication and interpersonal skills, including clear spoken and written English; knowledge of local languages is an advantage.
- Ability to work with targets, manage time effectively, and maintain accurate documentation and data in CRM or similar tools.
- Graduate degree in any discipline; specialization in finance, business, or related fields is preferred but not mandatory.
- Prior experience in banking, NBFCs, loan distribution, or financial services sales is beneficial.
- High level of integrity, customer-centric mindset, and comfort working in a fast-paced, on-site environment in the Mumbai Metropolitan Region.
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