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

Credit Saison India; Tiruppur; Vor Ort; INR 300.000 - 650.000; Vollzeit

Zusammenfassung

Credit Saison India is seeking a proactive Sales/Relationship Manager to drive new client acquisition and grow an existing portfolio in Tamil Nadu. You will assess client financial needs, present a range of banking products, and maintain strong relationships for loyalty and growth.

The role requires excellence in communication, negotiation, and CRM usage, with a focus on achieving targets and staying compliant with regulatory changes. Residency in the region is expected.

Qualifikationen

• Minimum 12th pass and bachelor's degree in business/finance/marketing or related field.
• Proven track record in sales, relationship management or client-facing roles, preferably in financial services.
• Excellent communication, interpersonal and negotiation skills.
• Strong knowledge of financial products and services and the ability to explain them clearly.
• Ability to build rapport and trust with clients quickly.
• Target-driven with strong achievement orientation.
• Proficiency in using CRM software and other business tools.
• Willingness to reside in or commute to the area.

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 satisfaction and loyalty through regular communication and personalized service.
• Conduct thorough financial needs assessments for clients, understanding their objectives.
• Present and explain a range of financial products and services that align with client needs.
• Achieve individual and team sales targets and contribute to branch growth.
• Resolve client inquiries and issues efficiently, escalating complex problems when needed.
• Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice.
• Maintain accurate client records and adhere to company policies and compliance procedures.
• Collaborate with internal teams, including product specialists and credit departments, to deliver comprehensive client solutions.

Kenntnisse

Sales experience

Relationship management

Interpersonal skills

Negotiation skills

CRM software proficiency

Ausbildung

Intermediate & Bachelor's degree (Business Admin/Finance/Marketing)

Tools

CRM software

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.