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

Credit Saison India; Nagpur District; On-site; INR 279,000 - 469,000; Full time

Job summary

Credit Saison India in Nagpur is seeking a Sales Executive to identify new clients and manage an existing portfolio within the Credit Saison region. You will assess client needs and present a range of financial products to drive revenue.

Excellent communication, relationship-building, and negotiation skills are essential, along with proficiency in CRM tools and a proactive, target-driven approach to delivering tailored banking solutions.

Qualifications

• 3+ years of experience in sales, relationship management, or client-facing roles in financial services is preferred.
• Excellent communication, interpersonal, and negotiation skills.
• Proficiency with CRM software and business tools.
• Ability to build rapport and trust with clients quickly.
• Willingness to reside in or commute to the Nagpur area.

Responsibilities

• Identify and acquire new clients within Credit Saison region through referrals, networking, and outreach.
• Manage and grow an existing client portfolio with regular communication and personalized service.
• Conduct financial needs assessments and present a range of financial products and services.
• Meet individual and team sales targets and contribute to branch growth.
• Maintain accurate client records and comply with company policies.

Skills

Sales

Relationship management

Communication

Negotiation

CRM proficiency

Education

Bachelor's degree

12th / 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)