CashFlo - Relationship Manager

Location: Andheri East, Mumbai
\n ‍ Experience Required: 2–4 Years
Notice Period: Maximum 30 Days

We are hiring a high-performing Business Advisor / Relationship Manager to drive strategic client engagement, revenue growth, and portfolio expansion. The ideal candidate must come with a proven track record in achieving sales targets, building strong business relationships, and closing B2B/BFSI solutions across lending, supply chain finance, vendor financing, or digital financing platforms.

This role requires a top performer with a documented record of incentives, ratings, and recognitions.

About the Company

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  Identify, target, and onboard high-value clients across enterprise, mid-market, and SME segments.

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  Prospect and generate leads using market intelligence, network referrals, and industry insights.

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  Conduct product pitches, demos, and consultative selling discussions with CXO-level stakeholders.

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  Build and manage long-term strategic client relationships ensuring high engagement and retention.

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  Act as a trusted financial advisor to clients—understanding their cashflow cycles, financing gaps, and solution fitment.

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  Drive repeat business, upsell/cross-sell financial products, and optimize transaction volumes.

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  Own and deliver monthly and quarterly revenue targets.

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  Track pipeline, conversions, win rates, and productivity metrics.

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  Maintain discipline in reporting, forecasting, and sales hygiene through CRM and MIS platforms.

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  Collect market feedback, competitor benchmarking, and feature requests to support product roadmap.

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  Stay updated on supply chain finance trends, invoice discounting platforms, and fintech regulatory changes.

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  Collaborate with internal teams including credit, onboarding, operations, and compliance for seamless client delivery.

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  Ensure documentation, KYC, onboarding, operational settlements, and escalations are managed with accuracy and timelines.

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