Relationship Manager -Tirupati

Saison International; Tirupati; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Credit Saison India seeks a Relationship Manager to build and maintain strong client relationships in Tirupati. You will understand financial needs and tailor solutions, focusing on satisfaction, retention, and growth within your portfolio.

You will identify client needs, offer investments, loans, and other banking products, and conduct regular reviews to align with goals. Collaborate with credit, product, and ops teams to deliver comprehensive solutions and reports.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 3-5 years of experience in relationship management, sales, or a similar client-facing role within banking/financial services.

Responsibilities

• Develop and nurture long-term relationships with existing and prospective clients in Tirupati.
• Proactively identify client needs and offer appropriate financial products and services, including investments, loans, and other banking solutions.
• Conduct regular client meetings, reviews, and portfolio analyses to ensure alignment with financial goals.
• Achieve individual and team sales targets and contribute to the overall growth of the branch/region.
• Resolve client inquiries and complaints efficiently and effectively, ensuring a high level of customer satisfaction.
• Stay updated on market trends, product knowledge, and regulatory changes to provide accurate and relevant advice to clients.
• Collaborate with internal teams such as product specialists, credit, and operations to deliver comprehensive client solutions.
• Prepare and present reports on client activity, sales performance, and market opportunities.
• Adhere to all company policies, procedures, and ethical standards.

Skills

Client relationships

Sales targets

Communication skills

Financial products knowledge

Telugu language

English language

Education

Bachelor's degree in Business/Finance/Economics

Job description

Job Summary

The Relationship Manager in Tirupati will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions. This role focuses on client satisfaction, retention, and growth within the assigned portfolio.

Job Responsibilities

• Develop and nurture long-term relationships with existing and prospective clients in Tirupati, acting as their primary point of contact.


• Proactively identify client needs and offer appropriate financial products and services, including investments, loans, and other banking solutions.


• Conduct regular client meetings, reviews, and portfolio analyses to ensure alignment with financial goals.


• Achieve individual and team sales targets and contribute to the overall growth of the branch/region.


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


• Stay updated on market trends, product knowledge, and regulatory changes to provide accurate and relevant advice to clients.


• Collaborate with internal teams such as product specialists, credit, and operations to deliver comprehensive client solutions.


• Prepare and present reports on client activity, sales performance, and market opportunities.


• Adhere to all company policies, procedures, and ethical standards.

Job Qualifications

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


• Minimum of 3-5 years of experience in relationship management, sales, or a similar client-facing role within the banking or financial services industry.


• Proven track record of achieving sales targets and building strong client relationships.


• Excellent communication, interpersonal, and negotiation skills.


• Strong understanding of financial products and services, including investment options, lending, and retail banking.


• Ability to analyze client financial needs and recommend suitable solutions.


• Self-motivated, results-oriented, and able to work independently as well as part of a team.


• Proficiency in local language (Telugu) and English, both written and spoken.


• Familiarity with the Tirupati market and local client base is highly desirable.

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 (CSIndia) 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 SP Global) and CARE Ratings. Currently, Credit Saison India has a branch network of 80+ physical offices, 2.06million 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 70years 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. Basedin Singapore, Saison International’s global operations span over Singapore, India, Indonesia, Thailand, Vietnam, Mexico, Brazil, with active investments in debt, equity, corporate venturecapital, and technology.