Relationship Manager - Tirupati
Credit Saison India · Tirupati · onsite · Posted 59d ago
Not disclosed2–4 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-focused Relationship Manager to join our team in Tirupati. This role will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions.
Job Responsibilities:**
We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Tirupati. This role will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions.
Job Responsibilities:**
- Proactively identify and acquire new clients, developing a robust portfolio of relationships within the Tirupati market.
- Manage and grow existing client relationships, ensuring high levels of client satisfaction and retention.
- Conduct thorough financial needs analysis for clients, recommending appropriate products and services (e.g., investments, loans, insurance, savings accounts).
- Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing ongoing support.
- Collaborate with internal teams (e.g., product specialists, operations) to deliver seamless client experiences.
- Stay updated on market trends, product offerings, and regulatory changes to provide informed advice to clients.
- Achieve individual and team sales targets and business objectives.
- Prepare and present regular reports on client portfolio performance and activities.
- Adhere to all company policies, procedures, and regulatory guidelines.
- Bachelor's degree in Business, Finance, Economics, or a related field.
- Proven experience (2+ years) in relationship management, sales, or client-facing roles within the financial services industry.
- Strong understanding of financial products and services.
- Excellent communication, interpersonal, and negotiation skills.
- Demonstrated ability to build rapport and trust with clients.
- Results-oriented with a strong track record of achieving sales targets.
- Ability to work independently and as part of a team.
- Proficiency in local languages (Telugu and English) is essential.
- Knowledge of the Tirupati market and client demographics is a plus.
- Strong ethical conduct and a commitment to client best interests.
Sourced from foundit
Skills
regulatory changesLoansFinancial ProductsMarket TrendsInvestmentsnegotiationsavings accountsCommunication SkillsSalesInsuranceRelationship 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
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