Relationship Manager - Ananthapur
Credit Saison India · Anantapur · onsite · Posted 69d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Job Summary**
As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients in Ananthapur, ensuring their financial needs are met and contributing to the company's growth.
Job Responsibilities**
As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients in Ananthapur, ensuring their financial needs are met and contributing to the company's growth.
Job Responsibilities**
- Identify, acquire, and onboard new clients within the Ananthapur region, focusing on their financial goals and providing suitable product solutions.
- Manage and grow an existing portfolio of clients, fostering long-term relationships through proactive communication and personalized service.
- Understand client financial needs through in-depth discussions and financial analysis, offering appropriate banking products and services (e.g., loans, investments, insurance).
- Conduct regular reviews with clients to assess their financial situation, update them on market trends, and recommend adjustments to their financial plans.
- Achieve individual and team sales targets for various financial products and services.
- Resolve client inquiries and complaints efficiently and professionally, ensuring high levels of customer satisfaction.
- Collaborate with internal teams (e.g., product development, operations) to deliver seamless service and solutions to clients.
- Stay updated on market developments, competitor activities, and regulatory changes to effectively advise clients and identify new business opportunities.
- Maintain accurate and up-to-date client records and sales reports.
- Bachelor's degree in Business, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management, sales, or financial services, preferably within the banking sector.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of financial products and services, including loans, investments, and insurance.
- Ability to analyze financial data and provide tailored solutions to clients.
- Customer-centric approach with a strong commitment to service excellence.
- Proficiency in local language (Telugu) and English.
- Ability to work independently and as part of a team in a fast-paced environment.
- Prior experience in the Ananthapur market is a distinct advantage.
Sourced from foundit
Skills
Banking ProductsLoansInvestmentsnegotiationCommunication SkillsSalesfinancial analysisInsuranceRelationship Management
About Credit Saison India
Credit Saison India
Financial Services
1.4k+
employees
2019
7 years old
Bangalore / Bengaluru, Karnataka
IN
₹15.9L PA avg
Avg at Credit Saison India
About
Established in 2019, Credit Saison India is one of the fastest-growing Non-Banking Financial Companies (NBFCs) in the country. The company operates across four key verticals: wholesale lending, fintech partnerships, branch-led distribution, and embedded financing. Leveraging technology and strong underwriting capabilities, Credit Saison India enables efficient and scalable credit delivery, particularly to underserved and underpenetrated segments. It is backed by Credit Saison Co., Ltd., a Tokyo Stock Exchange-listed financial services company, and is an affiliate of Mizuho Bank, Japan. Credit Saison India (CS India) is part of Saison International, a global financial company with a mission to bring people, partners and technology together, creating resilient and innovative financial solutions for positive impact.
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