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

Credit Saison India; Panvel; On-site; INR 450,000 - 650,000; Full time

Job summary

Credit Saison India is seeking a client-focused Sales Executive in Panvel, Maharashtra. You will acquire new clients, manage a growing portfolio, and assess financial needs to tailor loans, investments, insurance, and other banking solutions.

You will strive to hit individual and team targets, maintain accurate client records, stay informed on market trends, and collaborate with product and credit teams to deliver complete client solutions.

Qualifications

• Intermediate or Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven track record in sales, relationship management, or client-facing roles in financial services.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial products and services.
• Ability to build rapport with clients quickly and achieve targets.
• Proficient in using CRM software and business tools.

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

Independent work

Teamwork

Education

HSC

Bachelor's degree

Job description

• 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 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)