Relationship Manager - Vijayawada
Credit Saison India · Vijayawada · onsite · Posted 43d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Job Summary:**
We are seeking a proactive and client-focused Relationship Manager to join our team in Vijayawada. This role involves managing and developing strong relationships with a portfolio of clients, understanding their financial needs, and providing tailored solutions to support their business growth and personal wealth objectives.
Job Responsibilities:**
We are seeking a proactive and client-focused Relationship Manager to join our team in Vijayawada. This role involves managing and developing strong relationships with a portfolio of clients, understanding their financial needs, and providing tailored solutions to support their business growth and personal wealth objectives.
Job Responsibilities:**
- Cultivate and maintain strong, long-term relationships with existing and prospective clients in Vijayawada and surrounding regions.
- Proactively identify client needs and cross-sell appropriate financial products and services, including loans, deposits, investments, and wealth management solutions.
- Conduct regular client meetings to review financial portfolios, understand evolving needs, and provide personalized advice.
- Prepare and present financial proposals, ensuring alignment with client objectives and company policies.
- Achieve individual and team sales targets and contribute to the overall growth of the branch.
- Monitor market trends and competitor activities to identify new business opportunities.
- Ensure compliance with all regulatory guidelines and internal policies.
- Resolve client queries and issues efficiently and professionally, escalating when necessary.
- Collaborate with internal teams (e.g., credit, operations, product development) to deliver seamless client service.
- Maintain accurate and up-to-date client records and reporting.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management, sales, or banking, preferably in Vijayawada.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of financial products and services, including retail banking, corporate banking, or wealth management.
- 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) and English, both written and verbal.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to work independently and as part of a team in a fast-paced environment.
Sourced from foundit
Skills
EnglishTeluguFinancial ProductsMicrosoft Office SuiteCorporate BankingRetail BankingWealth 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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