Relationship Manager

Relationship Manager

Company Name TPI Pay Financial Technology Private Limited

Department:  Relationship Manager

Position:  Relationship Manager

Location: Bangalore

Employment Type: Full-Time

Reporting To: Enterprise sales (lead)

Primary Objective

Drive new customer acquisition by identifying and converting business opportunities while building strong client relationships. Support the complete sales cycle—from prospecting and lead generation to on boarding and post-sales coordination—and contribute to revenue growth by promoting SaaS and BaaS solutions to B2B customers.

Job Description

 The  Relationship Manager (Direct Sales) is responsible for driving business growth by identifying new sales opportunities, acquiring B2B clients, and building long-term customer relationships. The role involves managing the end-to-end sales process, from lead generation and prospecting to client on-boarding and post-sales support.

The incumbent will engage with business owners and key decision-makers to understand their business requirements and recommend appropriate SaaS and Banking-as-a-Service (BaaS) solutions. The role requires a proactive, target-driven individual who can generate new business through direct sales, cold calling, referrals, networking, and market outreach.

The  Relationship Manager will collaborate closely with the Sales, Product, Operations, Customer Success, and Implementation teams to ensure seamless onboarding, timely issue resolution, and an exceptional customer experience. The role also includes maintaining accurate CRM records, tracking sales activities, preparing sales reports, and contributing to revenue growth by achieving monthly and quarterly sales targets.

Candidates should have a basic understanding of B2B sales, SaaS products, digital payments, or FinTech solutions, along with strong communication, negotiation, and relationship management skills. The ideal candidate should be customer-focused, self-motivated, eager to learn, and capable of working in a fast-paced, performance-driven environment while building a successful career in enterprise sales.

Key Responsibilities

- Generate new business opportunities through cold calling, field visits, networking, referrals, digital outreach, and lead generation activities.

- Identify, qualify, and engage prospective B2B customers.

- Conduct client meetings to understand business needs and recommend suitable SaaS and BaaS solutions.

- Support the complete sales cycle, including lead generation, product presentations, proposal sharing, negotiations, and deal closure.

- Achieve monthly and quarterly sales, acquisition, and revenue targets.

- Build and maintain strong relationships with new and existing clients.

- Coordinate with Product, Operations, Customer Success, and Implementation teams for smooth onboarding and service delivery.

- Maintain accurate sales activities, customer interactions, and pipeline updates in the CRM system.

- Conduct regular follow-ups to improve customer engagement and identify upselling opportunities.

- Resolve basic customer queries and escalate complex issues to senior stakeholders when required.

- Stay updated on company products, industry trends, competitors, and FinTech developments.

- Ensure compliance with internal policies, regulatory requirements, and service-level agreements (SLAs).

Educational Qualification

 Graduate in any discipline (B.Com, BBA, BBM, BA, MBA, B.tech preferred).

Experience

- 2-3 years of experience in Direct Sales, FinTech, SaaS, BaaS, Banking, or B2B sales

- Experience in lead generation, client acquisition, and relationship management.

- Self-motivated, target-driven, and eager to build a career in enterprise sales.

- Ability to work in a fast-paced, performance-oriented environment.

Key Performance Indicators (KPIs)

- Achieve monthly, quarterly, and annual sales revenue targets.

- Acquire new B2B customers as per assigned business goals.

- Generate qualified leads through cold calling, referrals, networking, and market outreach.

- Maintain a healthy sales pipeline and achieve target conversion rates.

- Meet monthly targets for client meetings, product demonstrations, and sales presentations.

- Ensure timely closure of sales opportunities within the defined sales cycle.

- Drive customer onboarding and support successful implementation of SaaS/BaaS solutions.

- Achieve customer retention and contribute to upselling and cross-selling opportunities.

- Maintain 100% accuracy and timely updates of customer interactions, opportunities, and sales activities in the CRM.