Relationship Manager - Vijayawada

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

Job summary

Credit Saison India in Vijayawada seeks a proactive Relationship Manager to grow a portfolio of key client accounts, deliver tailored financial solutions and ensure exceptional service. You will nurture relationships, present financial proposals, achieve sales targets, collaborate with product and operations, and stay updated on market trends and regulatory changes affecting the financial sector.

Fluency in Telugu and English is required, and you should be able to work independently as well as

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 3+ years of relationship management, sales, or client-facing roles within financial services.

Responsibilities

• Develop and maintain strong, long-lasting relationships with a portfolio of existing and new clients in Vijayawada.
• Understand client needs and objectives to recommend appropriate financial products and services.
• Achieve individual and team sales targets and business growth objectives.
• Prepare and present financial proposals and solutions to clients.
• Act as the primary point of contact for client queries, concerns, and service requests, ensuring timely and effective resolution.
• Conduct regular reviews of client portfolios to identify new opportunities and potential risks.
• Collaborate with internal teams (e.g., product development, operations) to deliver seamless client experiences.
• Stay updated on market trends, competitor activities, and regulatory changes relevant to the financial industry.
• Maintain accurate client records and ensure compliance with all company policies and procedures.

Skills

Relationship management

Sales

Client-facing

Communication

Negotiation

Portfolio management

MS Office

Telugu language

English language

Education

Bachelor's degree in Business/Finance/Economics

Tools

MS Office

Job description

Job Summary

We are seeking a proactive and client-focused Relationship Manager to join our team in Vijayawada. This role involves managing and growing a portfolio of key client accounts, fostering strong relationships, and ensuring client satisfaction through tailored financial solutions and excellent service.

Job Responsibilities

• Develop and maintain strong, long-lasting relationships with a portfolio of existing and new clients in Vijayawada.


• Understand client needs and objectives to recommend appropriate financial products and services.


• Achieve individual and team sales targets and business growth objectives.


• Prepare and present financial proposals and solutions to clients.


• Act as the primary point of contact for client queries, concerns, and service requests, ensuring timely and effective resolution.


• Conduct regular reviews of client portfolios to identify new opportunities and potential risks.


• Collaborate with internal teams (e.g., product development, operations) to deliver seamless client experiences.


• Stay updated on market trends, competitor activities, and regulatory changes relevant to the financial industry.


• Maintain accurate client records and ensure compliance with all company policies and procedures.

Job Qualifications

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


• Proven experience (3+ years) in relationship management, sales, or client-facing roles within the financial services industry.


• Strong understanding of various financial products and services (e.g., loans, investments, insurance).


• 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.


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


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


• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).