Relationship Manager - Secured Direct

Credit Saison India; Anantapuram; On-site; INR 350,000 - 520,000; Full time

Job summary

Credit Saison India invites applications for a field-based sales and relationship management role in Andhra Pradesh region. You will acquire new clients, grow portfolios, assess financial needs, and present loans, investments, insurance, and banking solutions. Strong communication and CRM skills are essential, with a target-driven mindset and team collaboration.

The position offers growth in a dynamic financial services environment and opportunities to engage with diverse client segments.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• Proven sales or client-facing experience in financial services.
• Excellent communication and negotiation skills.
• Knowledge of financial products and services.
• Ability to build rapport with clients quickly.
• Target-driven with track record of meeting sales goals.
• Proficient in CRM software and business tools.
• Ability to work independently and in a team.

Responsibilities

• Proactively identify and acquire new clients within the region through referrals, networking, and targeted outreach.
• Manage and grow an existing portfolio of clients, ensuring their satisfaction and loyalty through regular communication and personalized service.
• Conduct thorough financial needs assessments for clients, understanding their short-term and long-term objectives.
• Present and explain a range of financial products and services, such as loans, investments, insurance, and other banking solutions, that align with client needs.
• Achieve individual and team sales targets and contribute to the overall growth of the branch.
• Resolve client inquiries and issues efficiently and effectively, escalating complex problems to the appropriate department when necessary.
• Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice to clients.
• Maintain accurate and up-to-date client records and adhere to all company policies and compliance procedures.
• Collaborate with internal teams, including product specialists and credit departments, to deliver comprehensive client solutions.

Skills

Sales

Relationship management

CRM software

Negotiation

Client communication

Education

Intermediate & Degree in Business Administration, Finance, Marketing, or related field

Tools

CRM software

MS Office

Job description

Job Responsibilities:**

• Proactively identify and acquire new clients within the region through various channels, including referrals, networking, and targeted outreach.
• Manage and grow an existing portfolio of clients, ensuring their satisfaction and loyalty through regular communication and personalized service.
• Conduct thorough financial needs assessments for clients, understanding their short-term and long-term objectives.
• Present and explain a range of financial products and services, such as loans, investments, insurance, and other banking solutions, that align with client needs.
• Achieve individual and team sales targets and contribute to the overall growth of the branch.
• Resolve client inquiries and issues efficiently and effectively, escalating complex problems to the appropriate department when necessary.
• Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice to clients.
• Maintain accurate and up-to-date client records and adhere to all company policies and compliance procedures.
• Collaborate with internal teams, including product specialists and credit departments, to deliver comprehensive client solutions.

Job Qualifications:**

• Intermediate & Degree in Business Administration, Finance, Marketing, or a related field.
• Proven track record of success in sales, relationship management, or a client-facing role, preferably within the financial services industry.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial products and services.
• Ability to build rapport and trust with clients quickly.
• Goal-oriented with a strong drive to achieve targets.
• Proficiency in using CRM software and other relevant business tools.
• Demonstrated ability to work independently and as part of a team.

Intermediate (10+2)