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

Credit Saison India; Nandyal; On-site; INR 400,000 - 650,000; Full time

Job summary

Credit Saison India is seeking a proactive sales-focused professional to identify and acquire new clients while managing and expanding an existing portfolio. You will conduct thorough financial needs assessments and present a range of financial products tailored to client goals.

You will work to achieve individual and team sales targets, maintain strong client relationships, and stay informed on market trends and regulatory changes.

Qualifications

• Proven track record of success in sales, relationship management, or client-facing roles.
• Strong communication and negotiation skills.
• Understanding of financial products and services is preferred.
• Willingness to reside in or commute to the area.

Responsibilities

• Identify and acquire new clients within Credit Saison region through referrals, networking, and targeted outreach.
• Manage and grow an existing portfolio with regular communication and personalized service.
• Conduct financial needs assessments to understand client objectives.
• Present financial products and services that align with client needs.
• Achieve sales targets and contribute to branch growth.
• Resolve client inquiries and escalate complex problems as needed.
• Stay updated on market trends, competition, and regulations.
• Maintain accurate client records and comply with company policies.
• Collaborate with product specialists and credit teams to deliver client solutions.

Skills

Sales experience

Relationship management

CRM software

Education

Intermediate & 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.