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Full-time
bachelor degree
Posted 36d ago
Apply by Aug 31
~40 hrs/week
Responsibilities
The Relationship Manager is responsible for building and maintaining a portfolio of clients by providing personalized financial solutions and banking products. They must achieve sales targets while ensuring compliance with regulatory requirements and maintaining high customer satisfaction.
Requirements
Candidates must have a bachelor's degree in Business, Finance, or Marketing and 2-5 years of experience in a client-facing banking role. Proficiency in Telugu and strong knowledge of financial products and CRM systems are highly desired.
Full job description
Job Summary
We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Vizianagaram. The successful candidate will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate solutions to help them achieve their goals.
Job Responsibilities
Develop and manage a portfolio of clients, fostering long-term relationships through regular engagement and personalized service. Proactively identify client needs and provide suitable financial products and services, including investments, loans, and other banking solutions. Conduct thorough financial assessments and advise clients on the best strategies to meet their short-term and long-term financial objectives. Achieve individual and team sales targets for various banking products and services. Monitor market trends and competitor activities to identify opportunities and challenges. Ensure compliance with all internal policies, procedures, and regulatory requirements. Resolve client inquiries and issues promptly and efficiently, ensuring high levels of customer satisfaction. Collaborate with internal teams, such as product development and operations, to enhance client experience. * Prepare and present reports on client portfolio performance and sales activities.
Job Qualifications**
Bachelor's degree in Business Administration, Finance, Marketing, or a related field. Proven experience (2-5 years) in a client-facing role within the banking or financial services industry, preferably as a Relationship Manager. Strong understanding of financial products and services, including investment options, loans, and banking operations. Excellent communication, interpersonal, and negotiation skills. Demonstrated ability to build rapport and trust with clients. Results-oriented with a strong sales acumen and track record of achieving targets. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in local language (Telugu) is highly desirable. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Knowledge of banking software and CRM systems is a plus.
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