Relationship Manager - Secured Direct ( South - Andhra Pradesh )
Credit Saison India · Not specified · onsite · Posted 23d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Responsibilities:**
- Proactively identify and acquire new clients within the region through various channels, including referrals, networking, and targeted outreach.
- Manage and grow an existing portfolio of clients, ensuring their satisfaction and loyalty through regular communication and personalized service.
- Conduct thorough financial needs assessments for clients, understanding their short-term and long-term objectives.
- Present and explain a range of financial products and services, such as loans, investments, insurance, and other banking solutions, that align with client needs.
- Achieve individual and team sales targets and contribute to the overall growth of the branch.
- Resolve client inquiries and issues efficiently and effectively, escalating complex problems to the appropriate department when necessary.
- Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice to clients.
- Maintain accurate and up-to-date client records and adhere to all company policies and compliance procedures.
- Collaborate with internal teams, including product specialists and credit departments, to deliver comprehensive client solutions.
- Intermediate & Degree in Business Administration, Finance, Marketing, or a related field.
- Proven track record of success in sales, relationship management, or a client-facing role, preferably within the financial services industry.
- Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of financial products and services.
- Ability to build rapport and trust with clients quickly.
- Goal-oriented with a strong drive to achieve targets.
- Proficiency in using CRM software and other relevant business tools.
- Demonstrated ability to work independently and as part of a team.
Sourced from foundit
Skills
crm softwarefinancial products and servicesSalesRelationship 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.
Industries
Financial ServicesInternet
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10 reviews
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Culture
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Career growth
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Work-life
3.9
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