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

Credit Saison India; Srikakulam; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

Credit Saison India is hiring a client acquisition and relationship manager to grow a regional portfolio in Srikakulam, Andhra Pradesh. You will identify new clients through referrals, networking and targeted outreach, while nurturing and expanding existing accounts with proactive, personalized service.

You will conduct financial needs assessments, present loans, investments, insurance and other banking solutions, and aim to exceed sales targets. Strong communication and teamwork are essential.

Qualifikationen

• Sales experience in financial services is preferred.
• Excellent communication and negotiation abilities.
• Ability to build rapport and retain clients.
• Willingness to commute to the region.

Aufgaben

• Proactively identify and acquire new clients within the Credit Saison region through 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.

Kenntnisse

Sales experience

Communication skills

Relationship management

Negotiation skills

CRM software

Ausbildung

Bachelors degree in Business/Finance/Marketing

Intermediate

Tools

MS Office

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.