Relationship Manager - Tirupati

Saison International; Tirupati; On-site; INR 600,000 - 900,000; Full time

Job summary

Credit Saison India seeks a dedicated Relationship Manager to build and maintain client relationships in Tirupati. The role focuses on understanding client financial needs and delivering tailored solutions for growth and satisfaction.

You will advise on financial products, monitor portfolios, and collaborate with teams to meet sales targets and deliver excellent service within the local market.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 3–5 years of experience in relationship management or client-facing roles, preferably in financial services.
• Strong understanding of financial products, investment instruments, and wealth management.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with clients.
• Highly organized with attention to detail and ability to multitask.
• Proactive, results-oriented with sales target focus.
• Proficiency with CRM software and financial tools.
• Knowledge of Tirupati's local market is a plus.

Responsibilities

• Develop and nurture long-term relationships with existing clients through proactive communication.
• Identify and acquire new clients within the Tirupati region.
• Conduct financial needs assessments and recommend suitable products and services.
• Provide expert guidance on financial products, investments, and wealth management.
• Monitor client portfolios and market trends with regular updates.
• Resolve client inquiries ensuring high customer satisfaction.
• Collaborate with internal teams to ensure seamless service delivery.
• Achieve sales targets and business objectives.
• Prepare and present reports on client activity and sales performance.
• Stay updated on industry regulations and market conditions.

Skills

Relationship management

Client-facing

CRM software

Communication skills

Interpersonal skills

Negotiation skills

Organizational skills

Teamwork

Education

Bachelor's degree in Business Administration/Finance/Economics

Job description

Job Summary

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate solutions to ensure client satisfaction and business growth.

Job Responsibilities

• Develop and nurture long-term relationships with existing clients through proactive communication and engagement.


• Identify and acquire new clients, expanding the company's client base within the Tirupati region.


• Conduct thorough financial needs assessments for clients and recommend suitable products and services.


• Provide expert advice and guidance on financial products, investment opportunities, and wealth management strategies.


• Monitor client portfolios and market trends, providing regular updates and adjustments as necessary.


• Resolve client inquiries and concerns efficiently and effectively, ensuring a high level of customer satisfaction.


• Collaborate with internal teams to ensure seamless service delivery and product fulfillment.


• Achieve individual and team sales targets and business objectives.


• Prepare and present regular reports on client activities, sales performance, and market insights.


• Stay updated on industry regulations, market conditions, and competitor offerings.

Job Qualifications

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


• Proven experience (X years, e.g., 3-5 years) in a relationship management or client-facing role, preferably within the financial services industry.


• Strong understanding of financial products, investment instruments, and wealth management principles.


• Excellent communication, interpersonal, and negotiation skills.


• Demonstrated ability to build rapport and trust with clients.


• Highly organized with strong attention to detail and ability to manage multiple priorities.


• Proactive and results-oriented with a strong commitment to achieving sales targets.


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


• Local market knowledge of Tirupati is an advantage.


• Ability to work independently and as part of a team.

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 1951 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.