Relationship Manager - Warangal
Credit Saison India · Hyderabad · onsite · Posted 51d 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 Warangal. This role is responsible for building and maintaining strong, long-lasting customer relationships, understanding their financial needs, and providing tailored solutions to support their goals.
Job Responsibilities**
We are seeking a proactive and client-focused Relationship Manager to join our team in Warangal. This role is responsible for building and maintaining strong, long-lasting customer relationships, understanding their financial needs, and providing tailored solutions to support their goals.
Job Responsibilities**
- Develop and nurture strong, trust-based relationships with a portfolio of assigned clients.
- Proactively identify client needs and offer appropriate financial products and services.
- Conduct regular client meetings to review their financial situation, assess evolving needs, 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 development, operations) to deliver comprehensive solutions and exceptional client service.
- Monitor market trends and competitive landscape to identify opportunities and threats.
- Achieve individual and team sales targets and key performance indicators (KPIs).
- Maintain accurate and up-to-date client records and activity reports.
- Adhere to all regulatory compliance requirements and internal policies.
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Proven experience (3+ years) in a client-facing relationship management role, preferably within the financial services industry.
- Strong understanding of financial products and services, including investments, loans, and insurance.
- Excellent communication, interpersonal, and negotiation skills.
- Demonstrated ability to build rapport and establish trust with clients.
- Results-oriented with a strong sales and customer service acumen.
- Ability to work independently and as part of a team.
- Proficiency in CRM software and Microsoft Office Suite.
- Fluency in English and Telugu is essential.
- Knowledge of the Warangal market and local clientele is a significant advantage.
Sourced from foundit
Skills
crm softwareLoansMicrosoft Office SuiteInvestmentsfinancial products and servicesInsurance
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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