Relationship Manager - Anakapalli

Saison International; India; On-site; INR 500,000 - 900,000; Full time

Job summary

Credit Saison India is seeking a Relationship Manager to build and maintain strong client relationships in the Anakapalli region. You will understand client financial needs and offer suitable banking products to achieve sales targets and ensure customer satisfaction.

You will develop and manage a client portfolio, conduct regular meetings to align investments and banking requirements, and cross-sell loans, deposits, insurance, and wealth management solutions while meeting targets and maintaining

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or related field.
• 2–5 years of experience in relationship management, sales, or customer service in banking/financial services.
• Proven track record of achieving sales targets and building client relationships.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of banking products, services, and financial markets.
• Ability to work independently and in a team in a fast-paced environment.
• Proficiency in local languages relevant to Anakapalli (Telugu) preferred.
• Knowledge of CRM software is an advantage.

Responsibilities

• Develop and manage a portfolio of clients in Anakapalli, focusing on acquisition, retention, and growth.
• Conduct regular meetings and interactions to understand financial goals and banking requirements.
• Present and cross-sell loans, deposits, insurance, and wealth management solutions.
• Achieve agreed sales targets for various products and services.
• Act as the primary contact for clients, resolving inquiries and ensuring high service levels.
• Collaborate with credit, operations, and product teams to deliver seamless service.
• Participate in community events to enhance the bank's presence in Anakapalli.

Skills

Relationship management

Sales targeting

Client communication

CRM software

Product knowledge

MS Office

Education

Bachelor's degree

Tools

CRM Software

MS Office

Job description

Job Summary The Relationship Manager for Anakapalli will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering suitable products and services to achieve sales targets and ensure customer satisfaction within the Anakapalli region.

Job Responsibilities

• Develop and manage a portfolio of clients in the Anakapalli area, focusing on acquisition, retention, and growth.
• Conduct regular meetings and interactions with clients to understand their financial goals, investment preferences, and banking requirements.
• Present and cross-sell a range of banking products and services, including loans, deposits, insurance, and wealth management solutions, tailored to individual client needs.
• Achieve agreed-upon sales targets for various products and services.
• Act as the primary point of contact for clients, resolving inquiries, addressing concerns, and ensuring a high level of customer service.
• Monitor market trends and competitor activities to identify new business opportunities and threats.
• Prepare and submit regular reports on sales activities, client interactions, and portfolio performance.
• Ensure compliance with all internal policies, procedures, and regulatory guidelines.
• Collaborate with internal teams, such as credit, operations, and product development, to deliver seamless service to clients.
• Participate in community events and networking activities to enhance the bank's presence in Anakapalli.

Job Qualifications

• Bachelor\'s degree in Business Administration, Finance, Marketing, or a related field.
• 2-5 years of experience in relationship management, sales, or customer service 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, services, and financial markets.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in local languages relevant to Anakapalli (e.g., Telugu) is highly preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Knowledge of CRM software is an advantage.
• Strong ethical conduct and commitment to customer confidentiality.

At Credit Saison India, we are driven by Innovation, Inclusion, and Integrity to create a meaningful Impact. As one of India\'s fastest-growing NBFC lenders, our mission is to bridge the credit gap and transform lives by empowering underserved communities. Our journey is fueled by a team of 1,400+ employees across 80+ branches, with an AUM of over $2 billion. Join us and help build a brighter financial future for millions across the country.

Established in 2019, Credit Saison India (CS India) is one of the country’s fastest growing Non-Bank Financial Company (NBFC) lenders, with verticals in wholesale, direct lending and tech-enabled partnerships with Non-Bank Financial Companies (NBFCs) and fintechs. Its tech-enabled model coupled with underwriting capability facilitates lending at scale, meeting India’s huge gap for credit, especially with underserved and under penetrated segments of the population. Credit Saison India is committed to growing as a lender and evolving its offerings in India for the long-term for MSMEs, households, individuals and more. Credit Saison India is registered with the Reserve Bank of India (RBI) and has an AAA rating from CRISIL (a subsidiary of S&P Global) and CARE Ratings. Currently, Credit Saison India has a branch network of 80+ physical offices, 2.06 million active loans, an AUM of over US$2B and an employee base of about 1,400 employees. Credit Saison 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. Across its business arms of lending and corporate venture capital, Saison International is committed to being a transformative partner in creating opportunities and enabling the dreams of people. Saison International is the international headquarters (IHQ) of Credit Saison Company Limited, founded in 1951 and one of Japan’s largest lending conglomerates with over 70 years of history and listed on the Tokyo Stock Exchange. The Company has evolved from a credit-card issuer to a diversified financial services provider across payments, leasing, finance, real estate and entertainment. Based in Singapore, Saison International’s global operations span over Singapore, India, Indonesia, Thailand, Vietnam, Mexico, Brazil, with active investments in debt, equity, corporate venture capital, and technology.