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

Credit Saison India; Rajamahendravaram; Vor Ort; INR 350.000 - 700.000; Vollzeit

Zusammenfassung

Credit Saison India is seeking a dynamic sales professional to expand our regional client base and deepen relationships across Andhra Pradesh. You will identify new opportunities, assess client needs, present a range of financial products, and drive branch growth through achieving sales targets.

The role requires strong communication, negotiation, and CRM proficiency, with a willingness to reside in or commute to the area.

Qualifikationen

• Proven track record of success in sales, relationship management, or a client-facing role, preferably within the financial services industry.
• Excellent communication and negotiation skills.
• Strong interpersonal skills and the ability to build trust quickly.
• Understanding of financial products and services.
• Proficiency with CRM software and related business tools.
• Willingness to reside in or commute to the area.
• Ability to work independently and as part of a team.
• Goal-oriented with a drive to achieve targets.

Aufgaben

• Identify and acquire new clients within the Credit Saison region through referrals, networking, and targeted outreach.
• Manage and grow an existing client portfolio with regular communication and personalized service.
• Conduct financial needs assessments aligning short- and long-term objectives.
• Present financial products and services that meet client needs.
• Achieve individual and team sales targets contributing to branch growth.
• Resolve client inquiries efficiently and escalate complex issues when needed.
• Stay updated on market trends, competitors, and regulatory changes.
• Maintain accurate client records and comply with company policies.
• Collaborate with product, credit, and other internal teams to deliver client solutions.

Kenntnisse

Communication skills

Interpersonal skills

Negotiation skills

Sales abilities

Client relationship management

Ausbildung

Bachelor's degree in Business Administration / Finance / Marketing

Intermediate

Tools

CRM software

Jobbeschreibung

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.