Relationship Manager - LB nagar

Saison International; India; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Credit Saison India is seeking a Relationship Manager for the LB Nagar region to build and maintain strong client relationships, assess financial needs, and offer suitable products and services. You will collaborate with product, operations, and credit teams to deliver excellent service and meet sales goals.

The role requires 2–4 years in client-facing roles within financial services, strong communication and negotiation skills, and a willingness to engage with local markets.

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• 2–4 years of experience in relationship management, sales, or client-facing roles in financial services.
• Proven track record of meeting sales targets.
• Excellent communication, interpersonal, and negotiation skills.
• Understanding of financial products and services.
• Ability to work independently and as part of a team.
• Proficiency in Telugu is desirable.
• Residency or familiarity with LB Nagar area preferred.

Responsibilities

• Develop and nurture long-term relationships with existing and prospective clients in LB Nagar.
• Proactively identify client needs and cross-sell/up-sell financial products tailored to requirements.
• Achieve individual and team sales targets and business growth objectives.
• Conduct regular client meetings and reviews to assess financial situations and provide personalized advice.
• Address client queries, resolve issues, and ensure a high level of customer service.
• Maintain accurate and up-to-date client records and sales reports.
• Stay informed about market trends, competitor activities, and regulatory changes to provide informed recommendations.
• Collaborate with internal teams (e.g., product, operations, credit) to ensure seamless client service delivery.
• Represent the company at local events and networking opportunities to expand client base.

Skills

Relationship management

Sales

Communication

Negotiation

Customer service

Education

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

Job description

Job Summary

The Relationship Manager - LB Nagar will be responsible for building and maintaining strong relationships with clients in the LB Nagar region, understanding their financial needs, and offering suitable products and services to achieve sales targets and enhance customer satisfaction.

Job Responsibilities

• Develop and nurture long-term relationships with existing and prospective clients in the LB Nagar area.


• Proactively identify client needs and cross-sell/up-sell a range of financial products and services (e.g., loans, investments, insurance) tailored to their requirements.


• Achieve individual and team sales targets and business growth objectives.


• Conduct regular client meetings and reviews to assess their financial situation and provide personalized advice.


• Address client queries, resolve issues, and ensure a high level of customer service.


• Maintain accurate and up-to-date client records and sales reports.


• Stay informed about market trends, competitor activities, and regulatory changes to provide informed recommendations.


• Collaborate with internal teams (e.g., product, operations, credit) to ensure seamless client service delivery.


• Represent the company at local events and networking opportunities to expand client base.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.


• Minimum of 2-4 years of experience in relationship management, sales, or client-facing roles, preferably within the financial services industry.


• 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.


• Ability to work independently and as part of a team.


• Proficiency in local language (Telugu) is highly desirable.


• Residency or strong familiarity with the LB Nagar area is preferred.

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. 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.