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

Credit Saison India; Bhopal; On-site; INR 450,000 - 700,000; Full time

Job summary

Credit Saison India is seeking a proactive Sales & Relationship Manager to expand the client base in the region and deepen existing relationships. You will assess financial needs, tailor product recommendations, and drive revenue through loans, investments, and other banking services.

The role emphasizes proactive outreach, compliance, and collaboration with product and credit teams to deliver complete client solutions while achieving branch targets in a dynamic market.

Qualifications

• Proven record of success in sales or client-facing roles in financial services.
• Excellent communication, interpersonal, and negotiation skills.
• Good understanding of financial products and services.
• Ability to build rapport with clients quickly.
• Goal-oriented with strong targets focus.
• Proficient in CRM software and business tools.
• Ability to work independently and as part of a team.
• Residing in or willing to commute to the area.

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.

Skills

Sales experience

Relationship management

Communication skills

Negotiation skills

Financial products knowledge

CRM software

Teamwork

Independent work

Local residency / commuting

Education

Bachelor's degree in Business Administration, Finance, Marketing

12th / Higher Secondary Certificate (HSC)

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

12th / Higher Secondary Certificate (HSC)