CashFlo - Relationship Manager
Business Advisor / Relationship Manager
📍 Location: Andheri East, Mumbai
🧑💼 Experience Required: 2–4 Years
📅 Notice Period: Maximum 30 Days
About the Role
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
Key Responsibilities
1. Business Development & Client Acquisition
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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.
2. Relationship Management
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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.
3. Revenue & Target Achievement
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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.
4. Market Intelligence & Sector Insights
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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.
5. Coordination & Functional Collaboration
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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.