Relationship Manager - LB Nagar

Credit Saison India; Rangareddy; On-site; INR 420,000 - 700,000; Full time

Job summary

Credit Saison India in LB Nagar seeks a Relationship Manager to build and maintain strong client relationships, understand financial needs, and offer suitable products to achieve sales targets and improve customer satisfaction.

The role requires proactive client engagement, cross-selling financial products, meeting targets, and delivering personalized advisory support while collaborating with internal teams to ensure seamless service delivery in the LB Nagar region.

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 achieving sales targets and building 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 Telugu is highly desirable.
• LB Nagar residency or familiarity preferred.

Responsibilities

• Develop and nurture long-term relationships with existing and prospective clients in LB Nagar.
• Cross-sell/up-sell a range of financial products and services tailored to client needs.
• Achieve individual and team sales targets and business growth objectives.
• Conduct regular client meetings to assess financial situations and provide advice.
• Address client queries, resolve issues, and ensure high customer service levels.
• Maintain accurate and up-to-date client records and sales reports.
• Stay informed about market trends and regulatory changes for informed recommendations.
• Collaborate with product, operations and credit teams to ensure seamless service delivery.
• Represent the company at local events and networking opportunities.

Skills

Relationship management

Sales

Communication

Negotiation

Client-facing

Teamwork

Education

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

Job description

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.

Requirements