Relationship Manager - Mahbubnagar
Credit Saison India · Mahbubnagar · onsite · Posted 62d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Job Summary:**
As a Relationship Manager based in Mahbubnagar, you will be responsible for building and nurturing strong, long-term relationships with clients, understanding their financial needs, and offering tailored solutions to help them achieve their goals. You will be a key point of contact, ensuring customer satisfaction and contributing to business growth.
Job Responsibilities:**
As a Relationship Manager based in Mahbubnagar, you will be responsible for building and nurturing strong, long-term relationships with clients, understanding their financial needs, and offering tailored solutions to help them achieve their goals. You will be a key point of contact, ensuring customer satisfaction and contributing to business growth.
Job Responsibilities:**
- Proactively identify and acquire new clients within the Mahbubnagar region, expanding the company's customer base.
- Manage and grow an existing portfolio of clients, fostering deep relationships through regular communication and personalized service.
- Conduct thorough financial needs analysis for clients, identifying opportunities for cross-selling and up-selling products and services.
- Provide expert advice on a range of financial products, including investments, loans, insurance, and other relevant services offered by the company.
- Act as the primary point of contact for client queries, concerns, and requests, ensuring timely and effective resolution.
- Prepare and present financial proposals and solutions to clients in a clear and compelling manner.
- Monitor market trends and competitor activities to identify new business opportunities and adjust strategies accordingly.
- Maintain accurate and up-to-date client records and ensure compliance with all regulatory requirements and company policies.
- Collaborate with internal teams, such as product development and operations, to enhance client experience and service delivery.
- Achieve and exceed sales targets and key performance indicators (KPIs) set for client acquisition and relationship management.
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Proven experience (3+ years) in relationship management, sales, or client-facing roles, preferably within the financial services industry.
- Strong understanding of financial products and services, including investment options, lending, and insurance.
- Excellent communication, interpersonal, and negotiation skills with the ability to build rapport quickly.
- Demonstrated ability to understand customer needs and provide effective solutions.
- Results-oriented with a proven track record of achieving sales targets.
- Proficiency in local language (Telugu) is essential, along with excellent English communication skills.
- Ability to work independently and as part of a team, with strong organizational and time management skills.
- Proficiency in CRM software and Microsoft Office Suite (Word, Excel, PowerPoint).
- Valid driver's license and willingness to travel within the Mahbubnagar region as required.
Sourced from foundit
Skills
crm softwareLendingMicrosoft Office SuiteInvestment optionsfinancial products and servicesInsurance
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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