Relationship Manager - Ananthapur

Saison International

Anantapuram

On-site

INR 600,000 - 900,000

Full time

13 days ago

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Job summary

Credit Saison India seeks a Relationship Manager to build and maintain strong client relationships in Ananthapur, driving financial solutions including loans, investments, and insurance. You will acquire new clients, manage an existing portfolio, and conduct regular reviews to align plans with market trends.

The role requires 3-5 years in financial services, excellent communication skills, and fluency in Telugu and English. Prior Ananthapur market exposure is a bonus.

Qualifications

  • Bachelor's degree in Business, Finance, Economics, or a related field.
  • Minimum of 3-5 years of experience in relationship management, sales, or financial services, preferably within the banking sector.
  • 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 loans, investments, and insurance.
  • Ability to analyze financial data and provide tailored solutions to clients.
  • Customer-centric approach with a strong commitment to service excellence.
  • Proficiency in local language (Telugu) and English.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Prior experience in the Ananthapur market is a distinct advantage.

Responsibilities

  • Identify, acquire, and onboard new clients within the Ananthapur region, focusing on financial goals and product solutions.
  • Manage and grow an existing client portfolio with proactive communication and personalized service.
  • Understand client financial needs through discussions and analysis, offering loans, investments, and insurance.
  • Conduct regular reviews to assess finances, update on market trends, and adjust plans as needed.
  • Achieve personal and team sales targets for financial products and services.
  • Resolve client inquiries and complaints professionally to ensure satisfaction.
  • Collaborate with internal teams to deliver seamless service and solutions.
  • Stay updated on market developments, competition, and regulatory changes to identify opportunities.
  • Maintain accurate client records and sales reports.

Skills

Relationship management
Sales targeting
Client communication
Financial product knowledge
Financial data analysis
Customer-centric service
Telugu language
English language
Teamwork / independence
Ananthapur market experience

Education

Bachelor's degree in Business/Finance/Economics

Job description

Job Summary** As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients in Ananthapur, ensuring their financial needs are met and contributing to the company's growth. Job Responsibilities**

  • Identify, acquire, and onboard new clients within the Ananthapur region, focusing on their financial goals and providing suitable product solutions.
  • Manage and grow an existing portfolio of clients, fostering long-term relationships through proactive communication and personalized service.
  • Understand client financial needs through in-depth discussions and financial analysis, offering appropriate banking products and services (e.g., loans, investments, insurance).
  • Conduct regular reviews with clients to assess their financial situation, update them on market trends, and recommend adjustments to their financial plans.
  • Achieve individual and team sales targets for various financial products and services.
  • Resolve client inquiries and complaints efficiently and professionally, ensuring high levels of customer satisfaction.
  • Collaborate with internal teams (e.g., product development, operations) to deliver seamless service and solutions to clients.
  • Stay updated on market developments, competitor activities, and regulatory changes to effectively advise clients and identify new business opportunities.
  • Maintain accurate and up-to-date client records and sales reports.

Job Qualifications**

  • Bachelor\'s degree in Business, Finance, Economics, or a related field.
  • Minimum of 3-5 years of experience in relationship management, sales, or financial services, preferably within the banking sector.
  • 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 loans, investments, and insurance.
  • Ability to analyze financial data and provide tailored solutions to clients.
  • Customer-centric approach with a strong commitment to service excellence.
  • Proficiency in local language (Telugu) and English.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Prior experience in the Ananthapur market is a distinct advantage.

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.

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