Relationship Manager - LB Nagar

Saison International; Hyderabad; On-site; INR 500,000 - 800,000; Full time

Job summary

Credit Saison India is seeking a Relationship Manager for LB Nagar, Hyderabad. You will build and sustain strong client relationships, assess financial needs, and tailor solutions across investments, loans, insurance, and banking.

You will proactively acquire new clients, manage portfolios, and collaborate with product specialists to deliver comprehensive financial plans while meeting regulatory requirements and company policies.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 2+ years of experience in a client-facing role within financial services, preferably as a Relationship Manager.
• Proven ability to build and maintain strong client relationships.
• Excellent communication, interpersonal, and negotiation skills.

Responsibilities

• Proactively acquire new clients within the LB Nagar region through sales and networking.
• Manage and grow an existing portfolio of client relationships with high satisfaction and retention.
• Conduct financial needs analysis and identify opportunities for cross-selling and up-selling.
• Provide expert advice on financial products including investments, loans, insurance, and banking solutions.

Skills

Client relationships

Sales targets

CRM software

Financial products

Communication

Negotiation

Education

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

Tools

CRM software

Microsoft Office

Job description

Job Summary

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in LB Nagar. This role involves building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.

Job Responsibilities

• Proactively identify and acquire new clients within the LB Nagar region through various sales and networking activities.
• Manage and grow an existing portfolio of client relationships, ensuring high levels of client satisfaction and retention.
• Conduct thorough financial needs analysis for clients, identifying opportunities for cross-selling and up-selling products and services.
• Provide expert advice on a range of financial products, including investments, loans, insurance, and banking solutions.
• Develop and implement personalized financial plans and strategies for clients, regularly reviewing and adjusting them as needed.
• Act as the primary point of contact for client queries, concerns, and service requests, ensuring prompt and effective resolution.
• Maintain accurate and up-to-date client records and comply with all regulatory requirements and company policies.
• Collaborate with internal teams, including product specialists and credit analysts, to deliver comprehensive client solutions.
• Stay informed about market trends, competitor activities, and changes in financial regulations.
• Achieve and exceed assigned sales targets and key performance indicators.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Proven experience (2+ years) in a client-facing role within the financial services industry, preferably as a Relationship Manager.
• Demonstrated ability to build and maintain strong client relationships.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial products and services, including investments, loans, and insurance.
• Ability to analyze financial data and provide sound advice.
• Goal-oriented with a proven track record of achieving sales targets.
• Proficiency in CRM software and Microsoft Office Suite.
• Strong ethical conduct and commitment to client confidentiality.
• Knowledge of the local market in LB Nagar is a plus.

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.