Relationship Manager - Mahbubnagar

Saison International; Mahbubnagar; On-site; INR 600,000 - 900,000; Full time

Job summary

Credit Saison India is seeking a Relationship Manager to build and nurture client relationships in Mahbubnagar, understand financial needs, and provide tailored solutions. You will acquire new clients, manage a portfolio, analyze needs, cross-sell products, and ensure compliant service delivery.

Fluent in Telugu and English, with willingness to travel. Join a fast-growing NBFC lender driving financial inclusion and growth in the region.

Qualifications

• Bachelor's degree required in business/finance/marketing or related field.
• 3+ years of experience in relationship management, sales, or client-facing roles.
• Strong understanding of financial products, investments, lending and insurance.
• Excellent communication, interpersonal and negotiation skills.
• Ability to identify customer needs and provide effective solutions.
• Results-oriented with proven sales targets achievement.
• Proficiency in Telugu and English; willing to travel.

Responsibilities

• Identify and acquire new clients within Mahbubnagar region.
• Manage and grow an existing client portfolio with regular communication.
• Conduct financial needs analysis and identify cross-sell opportunities.
• Provide expert advice on financial products including investments and loans.
• Serve as primary contact for client queries and resolution.
• Prepare and present financial proposals to clients.
• Monitor market trends to identify new business opportunities.
• Maintain compliant client records and adhere to policies.
• Collaborate with internal teams to enhance service delivery.
• Aim to achieve and exceed sales targets and KPIs.

Skills

Relationship building

Client communication

Negotiation

Sales orientation

Time management

Education

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

Tools

CRM software

Microsoft 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.

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.