Relationship Manager - Suryapet

Credit Saison India; Suryapet; On-site; INR 600,000 - 900,000; Full time

Job summary

Credit Saison India in Suryapet seeks a customer-centric Relationship Manager to build and maintain client relationships, assess financial needs, and offer tailored banking solutions. The role focuses on acquiring new clients, growing portfolios, and driving cross-selling across investments, loans, and insurance.

You will analyze client needs, provide expert guidance, and collaborate with product and credit teams to deliver comprehensive financial plans.

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven experience (3+ years) in relationship management, sales, or customer service within financial services.
• Strong understanding of financial products and services, including investments, loans, and insurance.

Responsibilities

• Proactively identify and acquire new clients within the Suryapet region, expanding the company's customer base.
• Manage and grow an existing portfolio of client relationships, ensuring high levels of customer satisfaction and retention.
• Conduct thorough financial needs analysis for clients, identifying opportunities for cross-selling and up-selling products and services.
• Provide expert advice on a range of financial products, including investments, loans, insurance, and other banking services.
• Develop and implement personalized financial plans for clients, regularly reviewing and adjusting them based on changing circumstances.
• Act as the primary point of contact for clients, resolving inquiries, issues, and complaints efficiently and effectively.
• Collaborate with internal teams (e.g., product specialists, credit department) to deliver comprehensive solutions to clients.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.
• Maintain accurate and up-to-date client records and prepare regular reports on sales activities and client portfolio performance.
• Meet and exceed assigned sales targets and key performance indicators (KPIs).

Skills

Relationship mgmt

Sales

Customer service

CRM software

Cross-selling

Market awareness

Education

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

Tools

CRM software

MS Excel

Job description

Job Summary

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Suryapet. This role involves building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.

Job Responsibilities

• Proactively identify and acquire new clients within the Suryapet region, expanding the company's customer base.


• Manage and grow an existing portfolio of client relationships, ensuring high levels of customer satisfaction and retention.


• Conduct thorough financial needs analysis for clients, identifying opportunities for cross-selling and up-selling products and services.


• Provide expert advice on a range of financial products, including investments, loans, insurance, and other banking services.


• Develop and implement personalized financial plans for clients, regularly reviewing and adjusting them based on changing circumstances.


• Act as the primary point of contact for clients, resolving inquiries, issues, and complaints efficiently and effectively.


• Collaborate with internal teams (e.g., product specialists, credit department) to deliver comprehensive solutions to clients.


• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.


• Maintain accurate and up-to-date client records and prepare regular reports on sales activities and client portfolio performance.


• Meet and exceed assigned sales targets and key performance indicators (KPIs).

Job Qualifications

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


• Proven experience (3+ years) in relationship management, sales, or customer service within the financial services industry.


• Strong understanding of financial products and services, including investments, loans, and insurance.


• Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.


• Demonstrated ability to identify client needs and provide effective solutions.


• Results-oriented with a strong track record of achieving sales targets.


• Proficiency in local languages (Telugu and English) is essential.


• Proficient in using CRM software and other relevant financial tools.


• Ability to work independently and as part of a team in a fast-paced environment.


• Residency in or willingness to relocate to Suryapet is preferred.