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

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

Job summary

Credit Saison India in Maharashtra seeks a proactive sales professional to acquire new clients and grow an existing portfolio. You will assess financial needs, present loans, investments, insurance, and other banking products tailored to client goals, and drive branch growth with strong relationship management.

The role requires excellent communication, a target-driven mindset, and ability to collaborate with internal teams to deliver comprehensive client solutions.

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or 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.

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 with regular communication and personalized service.
• Conduct financial needs assessments to understand clients' short- and long-term objectives.
• Present a range of financial products and services (loans, investments, insurance, and banking solutions) matching client needs.
• Achieve individual and team sales targets and contribute to branch growth.
• Resolve client inquiries and escalate complex issues when necessary.
• Stay updated on market trends, competitors, and regulatory changes to provide informed advice.
• Maintain accurate client records and adhere to company policies and compliance procedures.
• Collaborate with product specialists and credit departments to deliver comprehensive client solutions.

Skills

Client relationship management

Sales targets

Communication skills

CRM software

Financial services knowledge

Negotiation skills

Team collaboration

Attention to detail

Willingness to commute

Education

Bachelor's degree in Business Administration, Finance, Marketing, or related field

12th / Higher Secondary Certificate (HSC)

Intermediate

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)