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

Kisetsu Saison Finance (India) Private Limited; Pune District; Sur place; INR 600 000 - 1 200 000; Plein temps

Résumé du poste

Kisetsu Saison Finance (India) Private Limited in Pune district seeks a result-driven sales and client services professional. You will identify new clients, manage a growing portfolio, and assess financial needs to propose loans, investments, insurance, and other banking solutions.

You will meet sales targets and work with product and credit teams to deliver comprehensive client outcomes. The role requires excellent communication, relationship-building skills and proficiency with CRM tools.

Qualifications

• Proven track record of success in sales, relationship management, or a client-facing role.
• 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.

Responsabilités

• 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 financial needs assessments for clients, understanding short-term and long-term objectives.
• Present and explain a range of financial products and services (loans, investments, insurance, and banking solutions) aligned with client needs.
• Achieve individual and team sales targets and contribute to branch growth.
• Resolve client inquiries and issues, escalating complex problems when necessary.
• 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 solutions.

Connaissances

Sales track record

Communication skills

Financial products knowledge

Relationship building

Goal oriented

CRM proficiency

Formation

Bachelor's degree in Business Administration/Finance/Marketing

12th / HSC

Outils

CRM software

Description du poste

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) At Credit Saison India, we are driven by Innovation, Inclusion, and Integrity to create a meaningful Impact. As one of India's fastest-growing NBFC lenders, our mission is to bridge the credit gap and transform lives by empowering underserved communities. Our journey is fueled by a team of 1,400+ employees across 80+ branches, with an AUM of over $2 billion. Join us and help build a brighter financial future for millions across the country.

Established in 2019, Credit Saison India (CS India) is one of the country’s fastest growing Non-Bank Financial Company (NBFC) lenders, with verticals in wholesale, direct lending and tech-enabled partnerships with Non-Bank Financial Companies (NBFCs) and fintechs. Its tech-enabled model coupled with underwriting capability facilitates lending at scale, meeting India’s huge gap for credit, especially with underserved and under penetrated segments of the population. Credit Saison India is committed to growing as a lender and evolving its offerings in India for the long-term for MSMEs, households, individuals and more. Credit Saison India is registered with the Reserve Bank of India (RBI) and has an AAA rating from CRISIL (a subsidiary of S&P Global) and CARE Ratings. Currently, Credit Saison India has a branch network of 80+ physical offices, 2.06 million active loans, an AUM of over US$2B and an employee base of about 1,400 employees. Credit Saison India is part of Saison International, a global financial company with a mission to bring people, partners and technology together, creating resilient and innovative financial solutions for positive impact. Across its business arms of lending and corporate venture capital, Saison International is committed to being a transformative partner in creating opportunities and enabling the dreams of people. Saison International is the international headquarters (IHQ) of Credit Saison Company Limited, founded in 2011 and one of Japan’s largest lending conglomerates with over 70 years of history and listed on the Tokyo Stock Exchange. The Company has evolved from a credit-card issuer to a diversified financial services provider across payments, leasing, finance, real estate and entertainment. Based in Singapore, Saison International’s global operations span over Singapore, India, Indonesia, Thailand, Vietnam, Mexico, Brazil, with active investments in debt, equity, corporate venture capital, and technology.