Relationship Manager

Role overview

This position focuses on creating and nurturing relationships with small and medium-sized business clients to unlock financing opportunities and support portfolio expansion. The role centers on understanding each client’s funding requirements, recommending suitable lending options, and managing the customer journey from first contact through funding and continued account care.

The role also relies on using your professional network, referral ecosystem, and market presence to bring in new opportunities while building durable partnerships that support repeat business and long-term portfolio value.

Key responsibilities

You will work across relationship development, consultative selling, opportunity management, portfolio retention, reporting, and market awareness.

• Build and sustain trusted relationships with SME founders, owners, finance leaders, and other key stakeholders.
• Use personal and professional connections to create new leads, referrals, and business opportunities.
• Develop partnerships with business communities, industry groups, consultants, and other referral partners.
• Represent the company at networking functions, industry events, and client meetings to increase visibility and business generation.
• Meet prospective and existing clients to identify funding needs, growth plans, and operational challenges.
• Evaluate whether clients fit the company’s lending criteria and eligibility standards.
• Suggest financing solutions that align with client requirements and business conditions.
• Explain lending offerings, funding steps, and customer value in a clear and practical way.
• Manage opportunities through the complete sales process, from lead qualification to application, negotiation, approval, and funding.
• Support clients with the application journey and ensure documentation is collected on time.
• Work with credit, risk, and operations teams to keep deal processing efficient.
• Follow up regularly to resolve concerns, align expectations, and improve conversion outcomes.
• Maintain relationships with funded clients to uncover additional financing needs and strengthen loyalty.
• Monitor satisfaction levels and address issues early to protect the client experience.
• Encourage repeat business and referrals from existing clients and referral partners.
• Keep CRM records accurate and up to date for client interactions, opportunities, and portfolio activity.
• Track and share performance data such as pipeline value, funded deals, referral activity, and revenue contribution.
• Stay current on SME financing trends, competitor activity, and market changes.
• Relay customer feedback and market insights to internal teams to support growth and product improvement.

Requirements

• 2 to 3 years of experience in relationship management, business development, sales, commercial banking, SME banking, fintech, lending, or financial services.
• A solid record of meeting revenue, funding, or portfolio growth goals.
• Hands-on experience managing the full sales cycle from opportunity creation to deal closure.
• A strong network in the SME ecosystem, with proven ability to generate business through referrals and relationships.
• Excellent communication, presentation, negotiation, and stakeholder management abilities.
• Good understanding of SME financing products, lending workflows, and business financial basics.
• Ability to build trust and maintain long-term relationships with business owners and senior decision-makers.
• Experience using CRM tools such as HubSpot, Salesforce, Zoho, or similar systems.
• A bachelor’s degree in Business Administration, Finance, Banking, Marketing, or a related discipline is preferred.

Benefits

• Attractive compensation package.
• Paid time off.
• Healthcare coverage.
• A collaborative workplace that supports both professional and personal growth.
• A culture that values work-life balance and wellbeing.
• A strong focus on learning and innovation.