Relationship Manager - Secured Direct South ( AP ,TS & TN )

Credit Saison India; Bhimavaram; On-site; INR 450,000 - 750,000; Full time

Job summary

Credit Saison India is seeking a proactive sales professional to expand the client base and deepen relationships within the local Credit Saison region. You will assess financial needs, present a range of lending and banking products, and work closely with internal teams to deliver holistic solutions.

Ideal candidates have a track record in sales or client management within financial services, strong communication, negotiation skills, and the ability to work independently while contributing to

Qualifications

• Bachelor's or equivalent in business, finance or related field.
• Proven sales, relationship management or client-facing track record.

Responsibilities

• Identify and acquire new clients within Credit Saison region via referrals, networking and outreach.
• Manage and grow existing client portfolio with regular communication and personalized service.
• Conduct financial needs assessments to align products with client objectives.
• Present loans, investments, insurance and banking solutions tailored to client needs.
• Meet individual and team sales targets and contribute to branch growth.
• Resolve client inquiries promptly; escalate complex issues when needed.
• Stay informed on market trends, competitors and regulatory changes.
• Maintain accurate client records and comply with policies.
• Collaborate with product and credit teams to deliver comprehensive solutions.

Skills

Sales

Client relations

CRM software

Negotiation

Education

Bachelor's degree in Business

Inter/12th in related field

Tools

CRM software

MS Office

Job description

Job Responsibilities

• Proactively identify and acquire new clients within the Credit Saison 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 & Bachelor's 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.


• Residing in or willing to commute to the area.