Relationship Manager - Kurnool
Credit Saison India · Kurnool · onsite · Posted 46d ago
Not disclosed3–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary:**
We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Kurnool. This role will be responsible for building and nurturing strong, long-term relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.
Job Responsibilities:**
We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Kurnool. This role will be responsible for building and nurturing strong, long-term relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.
Job Responsibilities:**
- Proactively engage with existing clients to understand their financial objectives, investment preferences, and risk appetite.
- Develop and maintain a strong portfolio of high-net-worth individuals and corporate clients.
- Identify opportunities to cross-sell and up-sell various financial products and services, including loans, investments, insurance, and wealth management solutions.
- Conduct regular reviews of client portfolios, providing insights and recommendations to optimize performance.
- Act as the primary point of contact for client queries, concerns, and service requests, ensuring prompt and effective resolution.
- Prepare and present financial proposals, reports, and presentations to clients.
- Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice.
- Collaborate with internal teams (e.g., product development, operations) to enhance client experience and service delivery.
- Adhere to all compliance and regulatory guidelines.
- Achieve individual and team sales targets and service metrics.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Proven experience (3+ years) in a relationship management or sales role within the banking or financial services industry.
- Strong understanding of financial products, services, and market dynamics.
- Excellent communication, interpersonal, and presentation skills.
- Demonstrated ability to build rapport and trust with clients.
- Goal-oriented with a strong track record of achieving sales targets.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to work independently and as part of a team.
- Residency in or willingness to relocate to Kurnool.
Sourced from foundit
Skills
LoansFinancial ProductsPowerpointMicrosoft Office SuiteInvestmentsWordexcelWealth Management solutionsInsurance
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.
Industries
Financial ServicesInternet
Employee ratings
10 reviews
4.0/ 5
Culture
3.8
Career growth
2.7
Work-life
3.9
Employees rate it well for
Company Culture40Compensation & Benefits40
Find them on