Relationship Manager - Tirupati
Credit Saison India · Tirupati · onsite · Posted 48d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Job Summary**
We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Tirupati. This role is responsible for building and nurturing strong, long-lasting relationships with our clients, understanding their needs, and providing tailored financial solutions.
Job Responsibilities**
We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Tirupati. This role is responsible for building and nurturing strong, long-lasting relationships with our clients, understanding their needs, and providing tailored financial solutions.
Job Responsibilities**
- Develop and manage a portfolio of key client relationships, ensuring high levels of client satisfaction and retention.
- Proactively identify client needs and cross-sell appropriate financial products and services.
- Conduct regular client meetings and reviews to assess financial goals and provide expert advice.
- Act as the primary point of contact for client inquiries, concerns, and service requests, ensuring timely and effective resolution.
- Collaborate with internal teams (e.g., product, operations, legal) to deliver seamless client experiences.
- Stay updated on market trends, competitor activities, and regulatory changes to provide informed recommendations to clients.
- Achieve individual and team sales targets and contribute to the overall growth of the business.
- Prepare and present financial reports and proposals to clients.
- Adhere to all company policies, procedures, and ethical standards.
- Bachelor's degree in Business, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management, sales, or client-facing roles within the financial services industry.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and presentation skills.
- Strong understanding of financial products and services (e.g., investments, loans, insurance).
- Ability to analyze financial data and provide insightful recommendations.
- Self-motivated, proactive, and results-oriented with a strong customer service focus.
- Proficiency in MS Office Suite (Word, Excel, PowerPoint).
- Knowledge of the local market in Tirupati is an advantage.
Sourced from foundit
Skills
ms office suiteLoansFinancial ProductsPowerpointInvestmentsWordexcelInsurance
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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