Relationship Manager - ( LB Nagar )

Credit Saison India; Rangareddy; On-site; INR 450,000 - 650,000; Full time

Job summary

Credit Saison India seeks a motivated Relationship Manager in LB Nagar to build and maintain strong client relationships, understand financial needs, and offer tailored solutions. You will drive sales, expand the client base, and collaborate with internal teams to ensure top-tier service delivery.

You will analyze client needs, present suitable products, and conduct regular reviews to optimize financial plans. English and Telugu fluency, plus knowledge of the LB Nagar market, are preferred.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 2+ years in a client-facing role, preferably in financial services or sales.
• Excellent communication, interpersonal, and presentation skills.
• Strong understanding of financial products and services.
• Demonstrated ability to build rapport and trust with clients.
• Results-oriented with a strong drive to achieve sales targets.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Knowledge of the local market and customer base in LB Nagar is a plus.
• Fluency in English and Telugu (or other relevant local languages) is preferred.

Responsibilities

• Proactively engage with existing and potential clients to identify financial requirements and offer appropriate products and services.
• Develop and implement strategies to acquire new clients and expand the customer base within the assigned territory.
• Maintain a deep understanding of the company's product portfolio and financial services to effectively advise clients.
• Conduct regular client reviews to assess satisfaction, identify evolving needs, and recommend suitable adjustments to their financial plans.
• Resolve client inquiries and issues promptly and professionally, ensuring a high level of customer satisfaction.
• Collaborate with internal teams to ensure seamless service delivery.
• Achieve individual and team sales targets and KPIs.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice.
• Prepare and present reports on client activity, sales performance, and market insights.
• Adhere to all company policies, procedures, and ethical standards.

Skills

Client relationship management

Communication skills

Presentation skills

Financial products knowledge

Teamwork

Independent work

Market knowledge (LB Nagar)

English and Telugu fluency

Education

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

Tools

Microsoft Office Suite

Job description

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

Job Responsibilities

• Proactively engage with existing and potential clients to identify their financial requirements and offer appropriate products and services.
• Develop and implement strategies to acquire new clients and expand the customer base within the assigned territory.
• Maintain a deep understanding of the company's product portfolio and financial services to effectively advise clients.
• Conduct regular client reviews to assess satisfaction, identify evolving needs, and recommend suitable adjustments to their financial plans.
• Resolve client inquiries and issues promptly and professionally, ensuring a high level of customer satisfaction.
• Collaborate with internal teams (e.g., product development, operations) to ensure seamless service delivery.
• Achieve individual and team sales targets and key performance indicators.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice.
• Prepare and present reports on client activity, sales performance, and market insights.
• Adhere to all company policies, procedures, and ethical standards.

Job Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Proven experience (2+ years) in a client-facing role, preferably in financial services or sales.
• Excellent communication, interpersonal, and presentation skills.
• Strong understanding of financial products and services.
• Demonstrated ability to build rapport and trust with clients.
• Results-oriented with a strong drive to achieve sales targets.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Knowledge of the local market and customer base in LB Nagar is a plus.
• Fluency in English and Telugu (or other relevant local languages) is preferred.