Relationship Manager - Secured Direct - West(MH & MP)

Credit Saison India; Aurangabad; On-site; INR 300,000 - 600,000; Full time

Job summary

Credit Saison India in India is seeking a results-driven sales professional to acquire new clients and manage a growing portfolio. You will assess financial needs, present banking products, and ensure high client satisfaction through proactive service.

Ideal candidates hold a business/finance degree, possess strong communication and negotiation skills, and can work independently while collaborating with product and credit teams to deliver complete client solutions.

Qualifications

• Bachelor’s or intermediate plus degree in business, finance, or related field.
• Proven sales or client-facing success in financial services.
• Strong communication, interpersonal, and negotiation skills.

Responsibilities

• 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.

Skills

Sales experience

Client relationship

Communication skills

Negotiation

CRM software

Team collaboration

Education

Bachelor's/Intermediate in Business/Finance

Higher Secondary (12th)

Tools

CRM software

MS Excel

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
  12th / Higher Secondary Certificate (HSC)