Finance Relationship manager

Bengaluru, Karnataka   |   Full Time

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In short, we are building the platform to drive global careers for millennials from emerging economies We work at the exciting intersection of the 2 hottest trends around - edtech & fintech! And we love that we succeed as a business while powering the dreams of talented students!

Founder Profile

Arnav Kumar is a graduate of IIT Kharagpur. Leap is his second company and he has raised more than $30M in capital for his startups. In his last role, he was a VC investor with SAIF Partners (Now Elevation Capital), which is an early investor in paytm, meesho, urban company, unacademy and many other unicorns. He thinks and tweets about Product, Business Models and Company Building, here

Vaibhav Singh is a graduate of IIT Kharagpur. He spent his first 6 years at DeutscheBank, across Singapore & Sydney to manage a $3Bn flow book. He has built 2 fintech startups before, as a founding member of CapitalFloat and Incred, both pioneering businesses valued >$500Mn The Leap team has a fine balance of industry experience (edtech, fintech, study abroad) and technical skills (engineering, product, design)

Job Description: Finance Relationship Manager

We are looking for a dynamic and motivated Finance Relationship Manager to join our team. Candidates should have previous experience in B2C sales, preferably with an upselling and cross-selling background in financial products, and a passion for sales and customer service. A background in finance or banking will be preferable :)

 Build and maintain strong relationships with clients, providing excellent service and support.
 Meet and exceed sales revenue targets on a consistent basis.
Conduct calls with potential customers and follow up on leads, creating a pipeline.
Understand customer requirements and offer suitable products.
Assist customers in completing loan applications and collecting required documentation for different services..
Maintain accurate records of all customer interactions and transactions.
Collaborate with team members to achieve common sales objectives
Identify opportunities for upselling and cross-selling financial products to existing customers.
·         Minimum of 1 year of experience in B2C sales, with a track record of achieving sales targets.
·         Fluent in English with excellent communication and conversation skills.
·         Enthusiastic about sales and customer service, with a willingness to learn and grow in a sales-driven environment.
·         Bachelor's degree or similar level of education.
·         Previous experience in the finance or banking segment is a plus.
LinkedIn Post:
🚀 Exciting Opportunity for a Relationship Manager/Loan Advisor at LeapFinance 🚀
Are you passionate about sales of financial products and building lasting relationships with customers? We are hiring a Relationship Manager/Loan Advisor at LeapFinance to join our dynamic team!

🎯 Key Requirements:
·         Minimum 6 months of B2C sales experience, with a focus on upselling and cross-selling products.
·         Fluent in English with exceptional communication skills.
·         Driven to achieve and exceed sales revenue targets.
·         Bachelor's degree or equivalent educational background.
·         Previous experience in the finance or banking sector is a plus.

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