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 an experienced and highly motivated Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining strong, long-lasting customer relationships, identifying client needs, and providing tailored financial solutions to achieve business growth and customer satisfaction.
Job Responsibilities**
We are seeking an experienced and highly motivated Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining strong, long-lasting customer relationships, identifying client needs, and providing tailored financial solutions to achieve business growth and customer satisfaction.
Job Responsibilities**
- Develop and manage a portfolio of high-net-worth individual and corporate clients in Tirupati and surrounding areas.
- Proactively identify client financial needs and cross-sell appropriate banking products and services, including loans, investments, insurance, and other financial solutions.
- Act as a primary point of contact for clients, providing exceptional customer service and resolving inquiries and issues efficiently.
- Conduct regular meetings and reviews with clients to understand their financial goals and adapt strategies accordingly.
- Prepare and present financial proposals and solutions to clients, ensuring alignment with their risk appetite and objectives.
- Monitor market trends and competitor activities to identify new business opportunities and threats.
- Collaborate with internal teams (e.g., product specialists, credit, operations) to deliver seamless client experiences.
- Ensure compliance with all regulatory requirements and internal policies.
- Maintain accurate and up-to-date client records and sales activities in the CRM system.
- Achieve individual and team sales targets and contribute to the overall growth of the branch.
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management, sales, or a client-facing role within the banking or financial services industry.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, negotiation, and interpersonal skills.
- Strong understanding of financial products, services, and market dynamics.
- Ability to analyze financial data and provide sound financial advice.
- Customer-focused with a strong commitment to service excellence.
- Proficiency in local language (Telugu) and English.
- Valid driver's license and willingness to travel within Tirupati and surrounding areas as needed.
- Ability to work independently and as part of a team in a fast-paced environment.
Sourced from foundit
Skills
Banking ProductsLoansInvestmentsfinancial solutionsSalesInsuranceRelationship 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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