Relationship Manager - Rajahmundry
Credit Saison India · Not specified · onsite · Posted 49d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Job Summary
The Relationship Manager will be responsible for building and maintaining strong, long-lasting customer relationships within the Rajahmundry region, identifying customer needs, and providing suitable financial solutions to drive business growth and customer satisfaction.
Job Responsibilities
The Relationship Manager will be responsible for building and maintaining strong, long-lasting customer relationships within the Rajahmundry region, identifying customer needs, and providing suitable financial solutions to drive business growth and customer satisfaction.
Job Responsibilities
- Develop and manage a portfolio of high-net-worth individual and corporate clients in Rajahmundry.
- Identify and cultivate new client relationships through networking, referrals, and proactive outreach.
- Understand client financial goals and objectives to recommend appropriate banking products and services, including loans, investments, and insurance.
- Conduct regular client meetings to review financial performance, address concerns, and explore new opportunities.
- Act as the primary point of contact for clients, ensuring exceptional service and prompt resolution of inquiries.
- Collaborate with internal teams (e.g., credit, operations, product development) to deliver comprehensive financial solutions.
- Monitor market trends and competitor activities to identify potential business opportunities and threats.
- Prepare and present financial reports and proposals to clients.
- Ensure compliance with all regulatory requirements and company policies.
- Achieve individual and team sales targets and contribute to the overall growth of the Rajahmundry branch.
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 3-5 years of experience in relationship management, sales, or client servicing within the banking or financial services industry.
- 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 retail banking, wealth management, and lending.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in local language (Telugu) is highly desirable.
- Knowledge of the Rajahmundry market and customer base is a significant advantage.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
Sourced from foundit
Skills
LendingFinancial ProductsPowerpointMicrosoft Office SuiteClient ServicingRetail BankingWealth ManagementSalesWordexcelRelationship 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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