Relationship Manager, Big Business Banking
SoFi
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This role on the market
546 open relationship roles across 38 companies are on ApplySarthi right now, most of them in Mumbai (2), Delhi NCR (2), Hyderabad (1).
SoFi has 59 open roles listed here.
- Cash Management Specialist
- Director - Special Investigations (FIU)
- Principal Product Manager
- Senior Operations and Supplier Testing Analyst
- Senior Product Manager
Counted across 14 company job boards, updated as roles open and close.
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546 open relationship roles are hiring right now across 38 companies, mostly in Mumbai — so the questions repeat. Practise them before you sit with SoFi.
Questions you are likely to be asked
- Why do you want to join SoFi?
- What is your experience with CRM? Tell me one thing you learned the hard way.
- Tell me about yourself, and why this role is the right next step.
- Tell me about a problem you solved at work that you are proud of.
- Tell me about a time you disagreed with your manager. What happened?
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role
The Relationship Manager is a part of the Commercial Operations - Cash Management Implementation & Client Servicing team and is the direct contact for white glove support and servicing of commercial clients for their cash management and funds transfer services. This role partners with clients to understand their financial, operational, and treasury needs while delivering tailored banking and payment solutions. The Relationship manager will perform annual reviews of client relationships and recommend additional products and services to support the growing banking needs of clients. The RM ensures a high-quality client experience, and coordinates across internal teams—including Operations, Payments, Risk, and Product—to deliver seamless onboarding, execution, and ongoing servicing.
What you’ll do:
- Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters
- Coordinate and manage resolution of service requests, issues, and inquiries by partnering with all internal teams
- Provide ongoing support for cash management products including ACH, wires, online banking, and APIs
- Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution
- Guide clients through product enhancements, service modifications, and system updates
- Facilitate onboarding of additional services, managing documentation, setup coordination, and client training
- Maintain detailed records of client interactions, service changes, and support cases in CRM systems
What you’ll need:
- Bachelor's Degree in Business Administration preferred
- Minimum of 5+ years of relevant relationship management experience
- Deep understanding of banking and electronic payments.
- Strong written and communication skills
- Strong relationship management and client servicing skills
- Strong organizational and problem solving skills.
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Listed on greenhouse · posted 2026-09-29. ApplySarthi collects openings and links to application pages; the role is advertised by SoFi, not by us.