Relationship Manager - Vijayawada
Credit Saison India · Vijayawada · onsite · Posted 46d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Job Summary**
Responsible for building and nurturing strong, long-term relationships with clients in Vijayawada, understanding their financial needs, and offering suitable banking products and services to achieve sales targets and ensure client satisfaction.
Job Responsibilities**
Responsible for building and nurturing strong, long-term relationships with clients in Vijayawada, understanding their financial needs, and offering suitable banking products and services to achieve sales targets and ensure client satisfaction.
Job Responsibilities**
- Proactively identify and acquire new high-net-worth individual and corporate clients within the Vijayawada region.
- Manage and grow an existing portfolio of client relationships, ensuring regular engagement and personalized service.
- Conduct thorough financial needs analysis for clients, identifying opportunities for cross-selling and up-selling various banking products (e.g., loans, investments, insurance, current/savings accounts).
- Develop and execute strategies to deepen client relationships and increase their share of wallet.
- Achieve individual and team sales targets and key performance indicators (KPIs) for revenue generation and client acquisition.
- Act as the primary point of contact for clients, resolving queries and issues promptly and efficiently.
- Collaborate with internal departments (e.g., product teams, credit, operations) to deliver seamless client experiences.
- Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.
- Prepare and present regular reports on client portfolio performance and sales activities.
- Ensure compliance with all internal policies, procedures, and external regulatory requirements.
- Bachelor's degree in Business, Finance, Marketing, or a related field. MBA is a plus.
- Minimum of 3-5 years of experience in relationship management, sales, or business development within the banking or financial services industry.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of banking products, financial markets, and investment principles.
- Ability to analyze financial data and provide tailored solutions to clients.
- Self-motivated, results-oriented, and able to work independently and as part of a team.
- Proficiency in local language (Telugu) and English is essential.
- Familiarity with the Vijayawada market and local business landscape is highly desirable.
Sourced from foundit
Skills
Banking ProductsFinancial MarketsInvestment principles
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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