Relationship Manager - Tirupati

Credit Saison India; Tirupati; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Credit Saison India in Tirupati seeks a motivated Relationship Manager to build and maintain strong client relationships, understand financial needs, and offer tailored solutions.

You will proactively acquire new clients, manage existing portfolios, and work with product and operations teams to deliver seamless client experiences. Fluency in Telugu and English is essential for success.

Qualifications

• Bachelor's degree in Business, Finance, Economics or related field.
• 2+ years in relationship management, sales or client-facing roles in financial services.
• Strong communication, interpersonal and negotiation skills.
• Ability to build rapport and trust with clients.
• Proficiency in Telugu and English is essential.

Responsibilities

• Proactively identify and acquire new clients in the Tirupati market.
• Manage and grow existing client relationships, ensuring high satisfaction and retention.
• Conduct financial needs analysis and recommend products and services.
• Act as the primary point of contact for clients and provide ongoing support.
• Collaborate with internal teams to deliver seamless client experiences.
• Stay updated on market trends and regulatory changes to advise clients.
• Achieve individual and team sales targets and business objectives.
• Prepare and present reports on client portfolio performance and activities.
• Adhere to company policies and regulatory guidelines.

Skills

Relationship mgmt

Client relationship

Sales targets

Negotiation

Communication skills

Teamwork

Telugu & English

Education

Bachelor's degree in business, finance, economics

Job description

Job Summary

We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Tirupati. This role will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions.

Job Responsibilities

• Proactively identify and acquire new clients, developing a robust portfolio of relationships within the Tirupati market.
• Manage and grow existing client relationships, ensuring high levels of client satisfaction and retention.
• Conduct thorough financial needs analysis for clients, recommending appropriate products and services (e.g., investments, loans, insurance, savings accounts).
• Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing ongoing support.
• Collaborate with internal teams (e.g., product specialists, operations) to deliver seamless client experiences.
• Stay updated on market trends, product offerings, and regulatory changes to provide informed advice to clients.
• Achieve individual and team sales targets and business objectives.
• Prepare and present regular reports on client portfolio performance and activities.
• Adhere to all company policies, procedures, and regulatory guidelines.

Job Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Proven experience (2+ years) in relationship management, sales, or client-facing roles within the financial services industry.
• Strong understanding of financial products and services.
• Excellent communication, interpersonal, and negotiation skills.
• Demonstrated ability to build rapport and trust with clients.
• Results-oriented with a strong track record of achieving sales targets.
• Ability to work independently and as part of a team.
• Proficiency in local languages (Telugu and English) is essential.
• Knowledge of the Tirupati market and client demographics is a plus.
• Strong ethical conduct and a commitment to client best interests.