Relationship Manager - Vizianagaram

Credit Saison India; Vizianagaram; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Credit Saison India seeks a motivated Relationship Manager for Vizianagaram to build and nurture client partnerships. You will understand client financial needs and tailor solutions across loans, investments, insurance, and wealth management to meet objectives.

In this role you will manage a growing portfolio, achieve sales targets, and collaborate with product, operations and credit teams to deliver seamless service while adhering to regulatory guidelines.

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• 3+ years in a client-facing role, preferably in banking or financial services.
• Proven track record of achieving sales targets and building client relationships.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in Telugu and English is essential.
• Knowledge of financial products and local Vizianagaram market dynamics.
• Valid driver's license and willingness to travel within Vizianagaram area.

Responsibilities

• Develop and maintain a strong portfolio of individual and corporate clients within the Vizianagaram region.
• Identify client needs through proactive engagement and financial analysis.
• Present and cross-sell financial products and services to meet client requirements.
• Achieve individual and team sales targets and business objectives.
• Provide exceptional customer service and ensure high levels of client satisfaction.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice.
• Prepare and present regular reports on client portfolio performance and sales activities.
• Collaborate with internal teams, including product development, operations, and credit, to ensure seamless service delivery.
• Adhere to all company policies, procedures, and ethical guidelines.

Skills

Relationship building

Communication skills

Presentation skills

Analytical thinking

Problem solving

Teamwork

Telugu language

English language

Education

Bachelor's degree in business/finance/marketing

Job description

Overview

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Vizianagaram. The successful candidate will be responsible for building and nurturing strong relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.

Responsibilities

• Develop and maintain a strong portfolio of individual and corporate clients within the Vizianagaram region.
• Identify client needs through proactive engagement and in-depth financial analysis.
• Present and cross-sell a comprehensive range of financial products and services (e.g., loans, investments, insurance, wealth management) to meet client requirements.
• Achieve individual and team sales targets and business objectives.
• Provide exceptional customer service and ensure high levels of client satisfaction.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice.
• Prepare and present regular reports on client portfolio performance and sales activities.
• Collaborate effectively with internal teams, including product development, operations, and credit, to ensure seamless service delivery.
• Adhere to all company policies, procedures, and ethical guidelines.

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven experience (3+ years) in a client-facing role, preferably within the banking or financial services industry.
• Demonstrated track record of achieving sales targets and building strong client relationships.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in local languages (Telugu and English) is essential.
• Knowledge of financial products and services, as well as local market dynamics in Vizianagaram.
• Valid driver's license and willingness to travel within the Vizianagaram area as needed.