Relationship Manager - Vijayawada

Saison International; Hinoba-an; On-site; PHP 594,000 - 924,000; Full time

Job summary

Credit Saison India seeks a proactive Relationship Manager to build and manage a portfolio of clients, understanding their financial needs, and offering tailored wealth and banking solutions. The role covers Vijayawada and surrounding regions, with a focus on cross-selling loans, deposits, investments, and advisory services.

You will conduct regular portfolio reviews, present financial proposals, and maintain strong client relationships while meeting branch targets.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 3-5 years of experience in relationship management, sales, or banking, preferably in Vijayawada.
• 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 retail banking, corporate banking, or wealth management.
• Proficiency in Telugu and English, both written and verbal.
• Proficient in Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Cultivate and maintain strong, long-term relationships with existing and prospective clients in Vijayawada and surrounding regions.
• Proactively identify client needs and cross-sell appropriate financial products and services, including loans, deposits, investments, and wealth management solutions.
• Conduct regular client meetings to review financial portfolios, understand evolving needs, and provide personalized advice.
• Prepare and present financial proposals, ensuring alignment with client objectives and company policies.
• Achieve individual and team sales targets and contribute to the overall growth of the branch.
• Monitor market trends and competitor activities to identify new business opportunities.
• Ensure compliance with all regulatory guidelines and internal policies.
• Resolve client queries and issues efficiently and professionally, escalating when necessary.
• Collaborate with internal teams (e.g., credit, operations, product development) to deliver seamless client service.
• Maintain accurate and up-to-date client records and reporting.

Skills

Relationship management

Sales target achievement

Communication

Negotiation

Financial products knowledge

MS Office

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

Tools

MS Office Suite

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 developing strong relationships with a portfolio of clients, understanding their financial needs, and providing tailored solutions to support their business growth and personal wealth objectives.

Job Responsibilities:**

• Cultivate and maintain strong, long-term relationships with existing and prospective clients in Vijayawada and surrounding regions.
• Proactively identify client needs and cross-sell appropriate financial products and services, including loans, deposits, investments, and wealth management solutions.
• Conduct regular client meetings to review financial portfolios, understand evolving needs, and provide personalized advice.
• Prepare and present financial proposals, ensuring alignment with client objectives and company policies.
• Achieve individual and team sales targets and contribute to the overall growth of the branch.
• Monitor market trends and competitor activities to identify new business opportunities.
• Ensure compliance with all regulatory guidelines and internal policies.
• Resolve client queries and issues efficiently and professionally, escalating when necessary.
• Collaborate with internal teams (e.g., credit, operations, product development) to deliver seamless client service.
• Maintain accurate and up-to-date client records and reporting.

Job Qualifications:**

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 3-5 years of experience in relationship management, sales, or banking, preferably in Vijayawada.
• 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 retail banking, corporate banking, or wealth management.
• Ability to analyze financial data and provide sound financial advice.
• Customer-centric approach with a strong commitment to service excellence.
• Proficiency in local language (Telugu) and English, both written and verbal.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team in a fast-paced environment.

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