Relationship Manager

PCRED VENTURE PRIVATE LIMITED

Lodha Supremus, 520, Off Mahakali Caves Rd, Chakala Industrial Area (MIDC), Andheri East, Mumbai, Maharashtra 400093

Phone: +91 22 3512 0060  |  Email: info@pcred.org  |  Web: www.pcred.org

JOB DESCRIPTION

Position

Relationship Manager (RM)

Department

Sales / Business Development

Location

Mumbai, Maharashtra

Employment Type

Full-Time, Permanent

Experience Required

Minimum 1 years (in loans / financial products sales)

Qualification

Graduate (Mandatory) in any discipline

Reporting To

Sales Head / Business Development Head

About PCRED

PCRED Venture Private Limited is a corporate advisory firm offering end-to-end financial solutions including capital market advisory, fiscal optimization, credit rating optimization, virtual CFO services, debt advisory, government scheme advisory and more. With over 16 years of experience and 1500+ crore in total disbursements, PCRED has built a trusted reputation in empowering businesses and individuals with sound financial guidance.

Role Overview

We are looking for a dynamic and target-driven Relationship Manager to sell our range of financial products, including Retail Loans, Corporate Loans, and Government Schemes such as CGTMSE and MSME loans. The ideal candidate will be responsible for client acquisition, relationship management, and driving business growth through effective sales strategies.

Key Responsibilities

•    Source, promote, and sell Retail Loans, Corporate Loans, and Government Schemes (CGTMSE, MSME, and other applicable schemes) to prospective clients.

•    Identify and develop new business opportunities through market research, networking, and lead generation.

•    Build and maintain strong, long-term relationships with clients, ensuring high levels of customer satisfaction.

•    Understand client requirements and recommend suitable loan / government scheme products.

•    Achieve monthly, quarterly, and annual sales targets and disbursement goals.

•    Coordinate with internal credit, operations, and documentation teams to ensure smooth loan processing and disbursement.

•    Maintain accurate records of client interactions, leads, and sales pipeline in the CRM system.

•    Stay updated on the latest government schemes, subsidy programs, and loan products relevant to MSMEs and corporates.

•    Ensure compliance with company policies, regulatory guidelines, and documentation standards.

•    Provide after-sales support and handle client queries/escalations professionally.

Required Skills & Competencies

•    Strong sales, negotiation, and interpersonal communication skills.

•    Good understanding of retail loans, corporate loans, and government-backed lending schemes (CGTMSE/MSME).

•    Self-motivated with a result-oriented approach and ability to work under targets.

•    Ability to build and manage a strong client network.

•    Proficiency in MS Office and CRM tools.

•    Good local market knowledge and willingness to travel for client meetings.

Eligibility Criteria

•    Education: Graduation in any stream is mandatory.

•    Experience: Minimum 1 years of relevant experience in selling loans / financial products (retail, corporate, or government schemes).

•    Prior experience in BFSI / NBFC / Banking sales preferred.

What We Offer

•    Competitive fixed salary with attractive performance-based incentives.

•    Opportunity to work with a well-established corporate advisory firm.

•    Career growth and learning opportunities in the BFSI sector.

•    Supportive and collaborative work environment.

How to Apply

Interested candidates can share their updated resume at hr@pcred.in