Tirupati, Andhra Pradesh, India · On-site
Job Summary** We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining strong relationships with clients, understandi…
Skills: Relationship Management, Financial Needs Assessment, Wealth Management, Client Acquisition, Portfolio Monitoring
Tirupati, Andhra Pradesh, India · On-site
Job Summary** We are seeking a highly motivated and results-oriented Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining strong relationships with clients, understandi…
Skills: Relationship management, Financial analysis, Portfolio management, Sales, Wealth management
Tirupati, Andhra Pradesh, India · On-site
Job Summary:** We are seeking a driven Relationship Manager in Tirupati to build and maintain strong relationships with clients, identify their financial needs, and provide tailored solutions to help them achieve their g…
Skills: Relationship management, Client acquisition, Financial analysis, Sales, Portfolio management
Indore, Madhya Pradesh, India · On-site
About Credit Saison India 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-enable…
Skills: Litigation, Sec 138 N.I Act, Sec 25 PASA, Arbitration, Civil Law
Siddipet, Telangana, India · On-site
Summary: The Relationship Manager in Siddipet will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate banking products and service…
Skills: Relationship management, Sales, Banking products, Financial advisory, Client acquisition
Suryapet, Telangana, India · On-site
Job Summary:** We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Suryapet. This role is responsible for building and maintaining strong relationships with clients, understand…
Skills: Relationship Management, Sales, Financial Products, Banking Solutions, Client Portfolio Management
New Delhi, Delhi, India · On-site
This role is responsible for leading and managing the sales activities for a specific Business Line (BL) within the Delhi region, driving revenue growth, and achieving sales targets. Job Responsibilities:** * Develop and…
Skills: Sales Management, Strategic Planning, Team Leadership, Business Development, Market Analysis
Hyderabad, Telangana, India · On-site
Job Responsibilities:** * Proactively identify and acquire new clients within the Credit Saison region through various channels, including referrals, networking, and targeted outreach. * Manage and grow an existing portf…
Skills: Sales, Relationship management, Financial products, Client acquisition, Financial needs assessment
Warangal, Telangana, India · On-site
We are seeking an experienced and results-oriented Sales Manager to lead and grow our sales operations in Warangal. This role involves developing and executing sales strategies, managing a sales team, and achieving ambit…
Skills: Sales strategy, Team management, Business development, Sales forecasting, Market analysis
Anantapur, Andhra Pradesh, India · On-site
Job Responsibilities:** * Proactively identify and acquire new clients within the region through various channels, including referrals, networking, and targeted outreach. * Manage and grow an existing portfolio of client…
Skills: Sales, Relationship management, Financial products, Client acquisition, Financial needs assessment
pune, Maharashtra, India · On-site
Job Summary:** The Area Sales Manager - PL (Pune) will be responsible for driving sales and market share growth for our products within the Pune region. This role involves developing and executing sales strategies, manag…
Skills: Sales Strategy, Market Research, Client Relationship Management, Business Development, Contract Negotiation
New Delhi, Delhi, India · On-site
Summary We are seeking an experienced Senior Manager - IT to own the end-to-end IT infrastructure and security architecture, governance framework, and team leadership. This role is responsible for defining the IT Operati…
Skills: IT Infrastructure, Security Architecture, Governance, Team Leadership, Endpoint Security
Suryapet, Telangana, India · On-site
Job Summary:** We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Suryapet. This role involves building and maintaining strong relationships with clients, understanding their …
Skills: Relationship management, Sales, Customer service, Financial analysis, Cross-selling
Suryapet, Telangana, India · On-site
Job Summary The Relationship Manager in Suryapet is responsible for developing and maintaining strong, long-lasting relationships with clients, understanding their financial needs, and providing tailored solutions to hel…
Skills: Relationship Management, Sales, Business Development, Financial Analysis, Client Acquisition
Eluru, Andhra Pradesh, India · On-site
Job Summary** We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Eluru. This role is responsible for building and maintaining strong relationships with clients, understanding …
Skills: Relationship management, Financial products, Sales, Client retention, Financial analysis
Suryapet, Telangana, India · On-site
Job Summary** We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Suryapet. This role is responsible for building and maintaining strong relationships with clients, understandi…
Skills: Relationship management, Financial analysis, Sales, Business development, Client acquisition
Alvear, Santa Fe, Argentina · On-site
Job Title: Relationship Manager Department: Secured- Direct Reports To: Sales Manager Employment Type: FTC Job Summary: We are seeking a motivated and results-driven Relationship Officer to join our Secured Direct lendin…
Skills: Loan Sourcing, Client Relationship Management, Cold Calling, Field Visits, Lead Generation
Visakhapatnam, Andhra Pradesh, India · On-site
Job Summary The Relationship Manager in Visakhapatnam is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate banking and financial sol…
Skills: Relationship Management, Sales, Banking Products, Financial Analysis, Customer Service
Guntur, Andhra Pradesh, India · On-site
Job Summary** As a Relationship Manager in Guntur, you will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering suitable banking products and s…
Skills: Relationship management, Banking products, Financial analysis, Sales, Customer service
Guntur, Andhra Pradesh, India · On-site
Job Summary** We are seeking a proactive and client-focused Relationship Manager to join our team in Guntur. This role is responsible for building and maintaining strong relationships with clients, understanding their fi…
Skills: Relationship management, Financial products, Client retention, Sales, Networking
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The Relationship Manager is responsible for building and maintaining long-term client relationships while identifying new business opportunities in the Tirupati region. They will conduct financial needs assessments, provide expert investment advice, and ensure high levels of client satisfaction through proactive engagement.
Candidates must hold a bachelor's degree in Business, Finance, or Economics and possess 3-5 years of experience in a client-facing financial role. Strong communication skills, proficiency in CRM software, and a deep understanding of financial products and wealth management principles are required.
Job Summary
We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate solutions to ensure client satisfaction and business growth.
Job Responsibilities
Develop and nurture long-term relationships with existing clients through proactive communication and engagement.
Identify and acquire new clients, expanding the company's client base within the Tirupati region.
Conduct thorough financial needs assessments for clients and recommend suitable products and services.
Provide expert advice and guidance on financial products, investment opportunities, and wealth management strategies.
Monitor client portfolios and market trends, providing regular updates and adjustments as necessary.
Resolve client inquiries and concerns efficiently and effectively, ensuring a high level of customer satisfaction.
Collaborate with internal teams to ensure seamless service delivery and product fulfillment.
Achieve individual and team sales targets and business objectives.
Prepare and present regular reports on client activities, sales performance, and market insights.
Stay updated on industry regulations, market conditions, and competitor offerings.
Job Qualifications**
Bachelor's degree in Business Administration, Finance, Economics, or a related field.
Proven experience (X years, e.g., 3-5 years) in a relationship management or client-facing role, preferably within the financial services industry.
Strong understanding of financial products, investment instruments, and wealth management principles.
Excellent communication, interpersonal, and negotiation skills.
Demonstrated ability to build rapport and trust with clients.
Highly organized with strong attention to detail and ability to manage multiple priorities.
Proactive and results-oriented with a strong commitment to achieving sales targets.
Proficiency in using CRM software and other relevant financial tools.
Local market knowledge of Tirupati is an advantage.
Ability to work independently and as part of a team.
Established in 2019, Credit Saison India is one of the fastest-growing Non-Banking Financial Companies (NBFCs) in the country. The company operates across four key verticals: wholesale lending, fintech partnerships, branch-led distribution, and embedded financing. Leveraging technology and strong underwriting capabilities, Credit Saison India enables efficient and scalable credit delivery, particularly to underserved and underpenetrated segments. It is backed by Credit Saison Co., Ltd., a Tokyo Stock Exchange-listed financial services company, and is an affiliate of Mizuho Bank, Japan. Credit Saison India (CS 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
Offices: Lexington Towers, Tavarekere Main Rd, Ground Floor, Bangalore, Karnataka 56029, IN · Magrath Road, WeWork Embassy Quest, Bengaluru, Karnataka 560025, IN · Barakhamba Road, Valik Lane, Delhi 110001, IN · Marol, Industrial Area, Mumbai, 400093, IN
Established in 2019, Credit Saison India is one of the fastest-growing Non-Banking Financial Companies (NBFCs) in the country. The company operates across four key verticals: wholesale lending, fintech partnerships, branch-led distribution, and embedded financing. Leveraging technology and strong underwriting capabilities, Credit Saison India enables efficient and scalable credit delivery, particularly to underserved and underpenetrated segments. It is backed by Credit Saison Co., Ltd., a Tokyo Stock Exchange-listed financial services company, and is an affiliate of Mizuho Bank, Japan. Credit Saison India (CS 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
Offices: Lexington Towers, Tavarekere Main Rd, Ground Floor, Bangalore, Karnataka 56029, IN · Magrath Road, WeWork Embassy Quest, Bengaluru, Karnataka 560025, IN · Barakhamba Road, Valik Lane, Delhi 110001, IN · Marol, Industrial Area, Mumbai, 400093, IN
