Relationship Manager - Siddipet
Credit Saison India · Hyderabad · onsite · Posted 70d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Summary
The Relationship Manager in Siddipet will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate banking products and services. This role focuses on achieving sales targets, ensuring customer satisfaction, and contributing to the growth of the branch.
Responsibilities
The Relationship Manager in Siddipet will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate banking products and services. This role focuses on achieving sales targets, ensuring customer satisfaction, and contributing to the growth of the branch.
Responsibilities
- Develop and nurture lasting relationships with individual and corporate clients in the Siddipet region.
- Proactively identify client needs and cross-sell/up-sell relevant banking products such as loans, deposits, investments, and insurance.
- Manage a portfolio of existing clients, ensuring their financial requirements are met and issues are resolved efficiently.
- Acquire new clients through various channels, including referrals, networking, and direct outreach.
- Conduct regular client meetings and provide financial advisory services based on their profiles.
- Prepare and present proposals to clients, outlining product features, benefits, and terms.
- Achieve individual and team sales targets and contribute to the overall profitability of the branch.
- Ensure compliance with all internal policies, banking regulations, and ethical standards.
- Maintain accurate client records and update CRM systems diligently.
- Collaborate with internal teams (e.g., credit, operations) to ensure seamless service delivery.
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- 3+ years of experience in relationship management, sales, or banking, preferably within the Siddipet area.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of banking products and services, including loans, deposits, and investment vehicles.
- Ability to analyze financial data and provide sound financial advice.
- Customer-centric approach with a strong commitment to service excellence.
- Proficiency in local language (Telugu) is essential.
- Computer literacy, including MS Office Suite and CRM software.
Sourced from foundit
Skills
crm softwarems office suiteBanking ProductsDepositsLoansInvestmentsFinancial AdvisorySalesInsuranceRelationship 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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