Company Description Instantpay is a modern banking platform designed to serve businesses of all sizes, from emerging startups to large enterprises. The company focuses on simplifying financial operations through intuitive digital solutions that help organizations manage payments, collections, and cash flow efficiently. By offering reliable, technology-driven services, Instantpay enables businesses to streamline their banking needs and focus on growth. Team members join a fast-evolving fintech environment with opportunities to work on impactful products that support real-world business needs. The culture values innovation, customer-centric thinking, and collaboration across functions.
Role Description As a full-time Relationship Manager at Instantpay, you will build, manage, and deepen relationships with business customers using the platform. You will serve as a primary point of contact, understanding client needs, explaining product features, and recommending suitable banking solutions. Day to day, you will onboard new clients, conduct regular check-ins, resolve service issues, and coordinate with internal teams to ensure smooth delivery of products and services. You will monitor account activity, identify opportunities for upselling and cross-selling, and support clients in adopting new features and enhancements. This is an on-site role based in Chhatarpur, requiring close collaboration with local teams and in-person interaction with key customers as needed.
Qualifications
- Strong client relationship management skills, with the ability to build trust, understand business needs, and maintain long-term partnerships.
- Experience in account management, customer success, or sales in financial services, fintech, or related B2B environments.
- Excellent communication, presentation, and negotiation skills, with the ability to explain complex products in clear, simple language.
- Comfort with digital banking platforms, payment systems, and basic financial concepts; prior exposure to modern or online banking products is an advantage.
- Proven problem-solving skills, including handling escalations, coordinating with cross-functional teams, and following through to resolution.
- Strong organizational and time-management abilities, with attention to detail and the capacity to manage multiple accounts and priorities.
- Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.
- Ability to work on-site in Chhatarpur, collaborate effectively in a team environment, and adapt to a fast-paced, growth-oriented culture.
