Relationship Manager - Kurnool

Kisetsu Saison Finance (India) Private Limited; Kurnool; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Credit Saison India seeks a customer-centric Relationship Manager in Kurnool to build and nurture long-term client relationships, assess financial needs, and deliver tailored solutions. You will engage with clients, present financial proposals, and collaborate with internal teams to enhance service delivery.

The role requires 3+ years in relationship management or sales within banking/finance, strong product knowledge, and relocation willingness to Kurnool.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics or a related field.
• 3+ years of experience in relationship management or sales in banking/financial services.
• Strong understanding of financial products, services and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to build rapport and trust with clients.
• Goal-oriented with a strong track record of achieving sales targets.
• Proficient in MS Office (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team.
• Residency in or willingness to relocate to Kurnool.

Responsibilities

• Proactively engage with existing clients to understand financial objectives and risk appetite.
• Develop and maintain a portfolio of high-net-worth individuals and corporate clients.
• Identify cross-sell and up-sell opportunities across loans, investments, insurance, and wealth management.
• Conduct regular reviews of client portfolios and provide insights to optimize performance.
• Act as primary contact for client queries and service requests, ensuring prompt resolution.
• Prepare and present financial proposals, reports and presentations.
• Stay updated on market trends, regulatory changes and competitor activities.
• Collaborate with internal teams to enhance client experience and service delivery.
• Adhere to compliance and regulatory guidelines.
• Achieve individual and team sales targets and service metrics.

Skills

Relationship management

Communication

Sales targets

Financial products knowledge

MS Office

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM software

Job description

Job Summary

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Kurnool. This role will be responsible for building and nurturing strong, long-term relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.

Job Responsibilities

• Proactively engage with existing clients to understand their financial objectives, investment preferences, and risk appetite.
• Develop and maintain a strong portfolio of high-net-worth individuals and corporate clients.
• Identify opportunities to cross-sell and up-sell various financial products and services, including loans, investments, insurance, and wealth management solutions.
• Conduct regular reviews of client portfolios, providing insights and recommendations to optimize performance.
• Act as the primary point of contact for client queries, concerns, and service requests, ensuring prompt and effective resolution.
• Prepare and present financial proposals, reports, and presentations to clients.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice.
• Collaborate with internal teams (e.g., product development, operations) to enhance client experience and service delivery.
• Adhere to all compliance and regulatory guidelines.
• Achieve individual and team sales targets and service metrics.

Job Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Proven experience (3+ years) in a relationship management or sales role within the banking or financial services industry.
• Strong understanding of financial products, services, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to build rapport and trust with clients.
• Goal-oriented with a strong track record of achieving sales targets.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team.
• Residency in or willingness to relocate to Kurnool.

About the Company

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.