Relationship Manager - Ananthapur

Credit Saison India; Anantapuram; On-site; INR 450,000 - 750,000; Full time

Job summary

Credit Saison India in Ananthapur aims to hire a Relationship Manager to build and maintain strong client relationships, understand financial needs, and offer suitable products to achieve sales targets and ensure customer satisfaction.

The role involves engaging with clients, recommending loans, investments and other financial services, and collaborating with internal teams to deliver seamless service. Fluency in Telugu is highly preferred.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 2-5 years in relationship management, sales, or financial services, preferably in banking.
• Strong understanding of financial products and services (loans, investments, insurance).
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with clients.
• Results-oriented with a strong drive to achieve sales targets.
• Proficiency in Telugu is highly preferred.
• Proficiency in MS Office (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team.

Responsibilities

• Develop and nurture relationships with existing and potential clients in the Ananthapur region.
• Understand client financial goals and recommend appropriate banking products, investment solutions, and other financial services.
• Achieve individual and team sales targets for various financial products.
• Conduct regular client meetings to review their portfolios and address any concerns or queries.
• Identify new business opportunities and expand the client base.
• Ensure compliance with all regulatory guidelines and company policies.
• Prepare and present financial reports and proposals to clients.
• Collaborate with internal teams (e.g., product development, operations) to ensure seamless service delivery.
• Stay updated on market trends, competitor activities, and financial product developments.

Skills

Relationship management

Sales targeting

Client communication

Negotiation

Financial products knowledge

MS Office

Education

Bachelor's degree in Business, Finance, Economics, or a related field

Job description

Job Summary

As a Relationship Manager in Ananthapur, you 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.

Job Responsibilities

• Develop and nurture relationships with existing and potential clients in the Ananthapur region.
• Understand client financial goals and recommend appropriate banking products, investment solutions, and other financial services.
• Achieve individual and team sales targets for various financial products.
• Conduct regular client meetings to review their portfolios and address any concerns or queries.
• Identify new business opportunities and expand the client base.
• Ensure compliance with all regulatory guidelines and company policies.
• Prepare and present financial reports and proposals to clients.
• Collaborate with internal teams (e.g., product development, operations) to ensure seamless service delivery.
• Stay updated on market trends, competitor activities, and financial product developments.

Job Qualifications

• Bachelor\'s degree in Business, Finance, Economics, or a related field.
• Proven experience (2-5 years) in relationship management, sales, or financial services, preferably in the banking sector.
• Strong understanding of financial products and services (e.g., loans, investments, insurance).
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with clients.
• Results-oriented with a strong drive to achieve sales targets.
• Proficiency in local language (Telugu) is highly preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team.