Relationship Manager - Vijayawada

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Skills you'll use

What you'll do

• * Proactively identify, acquire, and onboard new clients within the Vijayawada market, meeting and exceeding assigned sales targets.
• * Cultivate and nurture long-term relationships with existing clients through regular communication, personalized service, and understanding their evolving financial requirements.
• * Conduct thorough financial needs analysis for clients, recommending appropriate products and services (e.g., loans, investments, insurance) from the company's portfolio.
• * Educate clients on product features, benefits, and potential risks, ensuring transparency and informed decision-making.
• * Monitor client portfolios and market trends to identify opportunities for cross-selling and up-selling, enhancing client value.
• * Resolve client inquiries, complaints, and service issues efficiently and effectively, maintaining high levels of customer satisfaction.
• * Collaborate with internal teams (e.g., credit, operations, product development) to ensure seamless service delivery and client experience.
• * Maintain accurate and up-to-date client records and sales activity reports.
• * Adhere to all company policies, procedures, and regulatory guidelines.

Who can apply

• * Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• * 2-5 years of proven experience in relationship management, sales, or client-facing roles, preferably within the financial services industry.
• * Strong understanding of financial products and services (e.g., retail banking, wealth management).
• * Excellent communication, interpersonal, and negotiation skills.
• * Demonstrated ability to build rapport and establish trust with clients.
• * Results-oriented with a strong sales acumen and track record of achieving targets.
• * Proficiency in local language (Telugu) and English, both written and spoken.
• * Ability to work independently and as part of a team in a fast-paced environment.
• * Strong analytical and problem-solving skills.
• * Residency in or willingness to relocate to Vijayawada is essential.

About Credit Saison India

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