Relationship Manager - Mahbubnagar

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

Job summary

Credit Saison India in Mahbubnagar seeks a Relationship Manager to build strong client relationships, assess financial needs, and tailor solutions to help clients reach their goals. You will be the main contact for customers, ensuring satisfaction and contributing to business growth.

You will proactively identify new clients, nurture portfolios, conduct needs analyses, and present financial proposals to drive cross-sell opportunities across investments, loans, and insurance.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Marketing, or related field.
• 3+ years of relationship management, sales, or client-facing experience in financial services preferred.
• Strong understanding of financial products and services including investments, lending, and insurance.
• Excellent communication, interpersonal and negotiation skills with the ability to build rapport quickly.
• Proven ability to understand customer needs and provide effective solutions.
• Results-driven with a history of meeting sales targets.
• Fluency in Telugu and English; ability to travel within Mahbubnagar region.

Responsibilities

• Identify and acquire new clients within Mahbubnagar region.
• Grow and manage an existing client portfolio through regular contact and personalized service.
• Conduct financial needs analysis and identify cross-sell opportunities.
• Provide expert advice on investments, loans, insurance and related services.
• Act as primary point of contact for client queries and requests.
• Prepare and present financial proposals to clients clearly.

Skills

Relationship mgmt

Sales

Client-facing

Communication

Negotiation

Time management

CRM software

MS Office

Education

Bachelor's degree

Tools

CRM software

MS Office

Job description

Job Summary

As a Relationship Manager based in Mahbubnagar, you will be responsible for building and nurturing strong, long-term relationships with clients, understanding their financial needs, and offering tailored solutions to help them achieve their goals. You will be a key point of contact, ensuring customer satisfaction and contributing to business growth.

Job Responsibilities

• Proactively identify and acquire new clients within the Mahbubnagar region, expanding the company's customer base.
• Manage and grow an existing portfolio of clients, fostering deep relationships through regular communication and personalized service.
• 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 other relevant services offered by the company.
• Act as the primary point of contact for client queries, concerns, and requests, ensuring timely and effective resolution.
• Prepare and present financial proposals and solutions to clients in a clear and compelling manner.
• Monitor market trends and competitor activities to identify new business opportunities and adjust strategies accordingly.
• Maintain accurate and up-to-date client records and ensure compliance with all regulatory requirements and company policies.
• Collaborate with internal teams, such as product development and operations, to enhance client experience and service delivery.
• Achieve and exceed sales targets and key performance indicators (KPIs) set for client acquisition and relationship management.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven experience (3+ years) in relationship management, sales, or client-facing roles, preferably within the financial services industry.
• Strong understanding of financial products and services, including investment options, lending, and insurance.
• Excellent communication, interpersonal, and negotiation skills with the ability to build rapport quickly.
• Demonstrated ability to understand customer needs and provide effective solutions.
• Results-oriented with a proven track record of achieving sales targets.
• Proficiency in local language (Telugu) is essential, along with excellent English communication skills.
• Ability to work independently and as part of a team, with strong organizational and time management skills.
• Proficiency in CRM software and Microsoft Office Suite (Word, Excel, PowerPoint).
• Valid driver's license and willingness to travel within the Mahbubnagar region as required.