Relationship Manager - Rajahmundry

Credit Saison India; Rajamahendravaram; Vor Ort; INR 600.000 - 900.000; Vollzeit

Zusammenfassung

Credit Saison India in Rajahmundry seeks an experienced Relationship Manager to build and sustain strong client relationships, identify financial needs, and tailor banking solutions to drive business growth and customer satisfaction.

You will manage high-net-worth and corporate clients, meet sales targets, and collaborate with internal teams to deliver comprehensive financial offerings while ensuring regulatory compliance and stellar service in the Rajahmundry region.

Qualifikationen

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• 3-5 years of experience in relationship management, sales, or client servicing within banking/financial services.
• Proven track record of achieving sales targets and building strong client relationships.

Aufgaben

• Develop and manage a portfolio of high-net-worth and corporate clients in Rajahmundry.
• Identify and cultivate new client relationships through networking and referrals.
• Understand client financial goals to recommend retail banking, wealth management, lending products.
• Conduct regular client meetings to review financial performance and opportunities.
• Act as the primary contact for clients, ensuring exceptional service and prompt responses.
• Collaborate with credit, operations, and product teams to deliver comprehensive financial solutions.
• Monitor market trends to identify opportunities and threats.
• Prepare and present financial reports and proposals to clients.
• Ensure compliance with regulatory requirements and company policies.
• Achieve individual and team sales targets and contribute to branch growth.

Kenntnisse

Relationship management

Sales experience

Communication skills

Negotiation skills

Financial product knowledge

Teamwork

Ausbildung

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

Tools

MS Office Suite

Jobbeschreibung

Job Summary

The Relationship Manager will be responsible for building and maintaining strong, long-lasting customer relationships within the Rajahmundry region, identifying customer needs, and providing suitable financial solutions to drive business growth and customer satisfaction.

Job Summary

The Relationship Manager will be responsible for building and maintaining strong, long-lasting customer relationships within the Rajahmundry region, identifying customer needs, and providing suitable financial solutions to drive business growth and customer satisfaction.

Job Responsibilities

• Develop and manage a portfolio of high-net-worth individual and corporate clients in Rajahmundry.
• Identify and cultivate new client relationships through networking, referrals, and proactive outreach.
• Understand client financial goals and objectives to recommend appropriate banking products and services, including loans, investments, and insurance.
• Conduct regular client meetings to review financial performance, address concerns, and explore new opportunities.
• Act as the primary point of contact for clients, ensuring exceptional service and prompt resolution of inquiries.
• Collaborate with internal teams (e.g., credit, operations, product development) to deliver comprehensive financial solutions.
• Monitor market trends and competitor activities to identify potential business opportunities and threats.
• Prepare and present financial reports and proposals to clients.
• Ensure compliance with all regulatory requirements and company policies.
• Achieve individual and team sales targets and contribute to the overall growth of the Rajahmundry branch.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Minimum of 3-5 years of experience in relationship management, sales, or client servicing within the banking or 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, including retail banking, wealth management, and lending.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in local language (Telugu) is highly desirable.
• Knowledge of the Rajahmundry market and customer base is a significant advantage.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).