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

Credit Saison India; Chennai; On-site; INR 500,000 - 900,000; Full time

Job summary

Credit Saison India seeks a client-focused sales professional in Chennai to acquire new clients, manage an existing portfolio, and provide tailored financial solutions. You will assess client needs, present relevant loans, investments, and insurance products, and work toward branch growth through meeting targets and delivering proactive service.

Ideal candidates will possess a business or finance degree, strong communication, CRM proficiency, and a proven track record in financial services sales

Qualifications

• Bachelor’s/Intermediate in Business Admin, Finance, Marketing or related field.
• Proven track record in sales, relationship mgmt, or client-facing role within financial services.
• 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 drive to achieve targets.
• Proficiency in using CRM software and other business tools.
• Demonstrated ability to work independently and as part of a team.
• Residing in or willing to commute to the area.

Responsibilities

• Proactively identify and acquire new clients within the Credit Saison region through referrals, networking and outreach.
• Manage and grow existing client portfolio with regular communication and personalized service.
• Conduct thorough financial needs assessments for clients and understand their objectives.
• Present and explain a range of products and services aligning with client needs.
• Achieve individual and team sales targets and contribute to branch growth.
• Resolve client inquiries and issues, escalating complex problems as needed.
• Stay updated on market trends, competitors and regulatory changes for informed advice.
• Maintain accurate client records and comply with company policies.
• Collaborate with internal teams to deliver comprehensive client solutions.

Skills

Communication

Relationship management

Negotiation

Financial products knowledge

CRM software

Target-driven

Independent & team work

Area residency/commute

Education

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

Tools

CRM software

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.