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CashFlo - Relationship Manager

Posted 7 Days Ago
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In-Office
Mumbai, Maharashtra, IND
Mid level
In-Office
Mumbai, Maharashtra, IND
Mid level
Drive B2B client acquisition and portfolio growth for fintech lending and supply-chain finance products. Prospect and onboard enterprise, mid-market, and SME clients; conduct CXO-level pitches; manage long-term relationships, upsell cross-sell, and meet monthly/quarterly revenue targets. Maintain pipeline, CRM/MIS reporting, and coordinate with credit, onboarding, operations, and compliance to ensure KYC, documentation, and smooth settlements. Provide market intelligence to inform product roadmap.
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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
https://www.cashflo.io/

Key Responsibilities1. Business Development & Client Acquisition
  • Identify, target, and onboard high-value clients across enterprise, mid-market, and SME segments.

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

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

2. Relationship Management
  • Build and manage long-term strategic client relationships ensuring high engagement and retention.

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

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

3. Revenue & Target Achievement
  • Own and deliver monthly and quarterly revenue targets.

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

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

4. Market Intelligence & Sector Insights
  • Collect market feedback, competitor benchmarking, and feature requests to support product roadmap.

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

5. Coordination & Functional Collaboration
  • Collaborate with internal teams including credit, onboarding, operations, and compliance for seamless client delivery.

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

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