Relationship Manager - Secured Direct ( South - Andhra Pradesh )

Credit Saison India; Srikakulam; On-site; INR 200,000 - 300,000; Full time

Job summary

Credit Saison India is seeking a dynamic sales professional to proactively acquire new clients in the region and manage a growing portfolio of clients with a focus on personalized service and regulatory-compliant solutions.

The role involves evaluating financial needs, presenting a range of loans, investments, insurance, and banking products, and collaborating with product and credit teams to deliver comprehensive client solutions. Strong communication and CRM skills are essential.

Qualifications

• Experience in sales or client-facing roles in financial services.
• Strong communication and negotiation skills.
• Knowledge of banking products and services.
• Proven ability to build rapport and trust with clients quickly.

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.

Skills

Sales

Relationship management

Communication

Negotiation

CRM software

Team player

Education

Degree in Business Administration, Finance or Marketing or related field

Tools

CRM software

Job description

• 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 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)