Relationship Manager - Vijayawada

Overview

Credit Saison India is looking for a dedicated and client-oriented Relationship Manager to join their Vijayawada branch. The role focuses on fostering and expanding strong client connections by understanding their financial requirements and delivering customized financial products that facilitate both business expansion and personal wealth management.

Responsibilities

• Establish and nurture enduring relationships with current and prospective clients in Vijayawada and its environs.
• Identify opportunities for cross-selling a variety of financial products such as loans, deposits, investments, and wealth management services.
• Engage clients regularly through meetings to assess their portfolios, understand changing needs, and provide tailored advice.
• Develop and deliver financial proposals that align with client goals and comply with internal policies.
• Meet individual and collective sales goals contributing to branch growth.
• Keep abreast of market trends and competitors to spot new business prospects.
• Adhere strictly to all regulatory and internal compliance standards.
• Handle client inquiries and issues promptly, escalating matters when necessary.
• Coordinate with credit, operations, and product teams to ensure smooth client service delivery.
• Maintain precise and updated client documentation and reports.

Qualifications and Skills

• Graduate degree in Finance, Business Administration, Economics, or related disciplines.
• 3 to 5 years of proven experience in relationship management, banking, or sales sectors, with preference for candidates familiar with the Vijayawada market.
• Proven success in meeting sales targets and building robust client relationships.
• Strong communication, negotiation, and interpersonal skills.
• Good grasp of financial products spanning retail, corporate banking, and wealth management.
• Ability to analyze financial information and offer insightful advice.
• A customer-focused mindset with dedication to high service standards.
• Fluency in Telugu and English, in both written and spoken forms.
• Experienced with Microsoft Office tools including Word, Excel, and PowerPoint.
• Capable of working independently and collaboratively in a dynamic, fast-paced environment.