Relationship Manager - Warangal

Credit Saison India; Warangal; On-site; INR 650,000 - 1,000,000; Full time

Job summary

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

You will identify new clients, manage portfolios, conduct needs assessments, present financial plans, and collaborate with internal teams to deliver comprehensive solutions. The role requires Telugu and English communication, and relocation to Warangal if needed.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 2–5 years of relationship management, sales or client-facing experience in financial services.
• Strong understanding of financial products and services.

Responsibilities

• Acquire and onboard new clients in Warangal through referrals and outreach.
• Grow an existing client portfolio while ensuring satisfaction and retention.
• Conduct financial needs assessments and tailor solutions.
• Present financial plans and proposals with clear benefits.
• Review client portfolios and provide ongoing advice.
• Serve as primary contact, addressing inquiries and resolving issues.
• Stay updated on market trends, regulations, and product offerings.
• Collaborate with product and operations teams to deliver solutions.
• Achieve sales targets and maintain client records.
• Ensure compliance with company and regulatory requirements.

Skills

Communication

Interpersonal skills

Presentation skills

Analytical thinking

Problem-solving

Teamwork

Independence

Relocation to Warangal

Education

Bachelor's degree in Business/Finance/Economics

Job description

Job Summary

Job Summary:** We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Warangal. This role is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.

Job Responsibilities

• Proactively identify, acquire, and onboard new clients in the Warangal region through various channels, including referrals, networking, and direct outreach.


• Manage and grow an existing portfolio of client relationships, ensuring high levels of client satisfaction and retention.


• Conduct thorough financial needs assessments for clients, understanding their current financial situation, future aspirations, and risk appetite.


• Offer and explain a range of financial products and services, including investments, loans, insurance, and other relevant solutions, aligning with client needs and company offerings.


• Develop and present customized financial plans and proposals to clients, clearly outlining benefits and potential outcomes.


• Regularly review client portfolios and financial situations, providing ongoing advice and making adjustments as needed.


• Act as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring a seamless client experience.


• Stay up-to-date with market trends, financial regulations, and company product offerings to provide accurate and relevant advice.


• Collaborate with internal teams (e.g., product specialists, operations) to deliver comprehensive solutions and support to clients.


• Achieve individual and team sales targets and performance metrics.


• Maintain accurate and up-to-date client records and documentation.


• Adhere to all compliance and ethical guidelines set forth by the company and regulatory bodies.

Job Qualifications

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


• Proven experience (2-5 years) in a relationship management, sales, or client-facing role within the financial services industry.


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


• Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with diverse clients.


• Demonstrated ability to understand client needs and provide effective solutions.


• Results-oriented with a strong track record of achieving sales targets.


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


• Strong analytical and problem-solving abilities.


• High level of integrity and professionalism.


• Ability to work independently and as part of a team in a fast-paced environment.


• Residency in or willingness to relocate to Warangal.