Relationship Manager - Warangal

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Skills you'll use

What you'll do

• * Proactively identify, acquire, and onboard new clients in the Warangal region through various channels, including referrals, networking, and direct outreach.
• * Manage and grow an existing portfolio of client relationships, ensuring high levels of client satisfaction and retention.
• * Conduct thorough financial needs assessments for clients, understanding their current financial situation, future aspirations, and risk appetite.
• * Offer and explain a range of financial products and services, including investments, loans, insurance, and other relevant solutions, aligning with client needs and company offerings.
• * Develop and present customized financial plans and proposals to clients, clearly outlining benefits and potential outcomes.
• * Regularly review client portfolios and financial situations, providing ongoing advice and making adjustments as needed.
• * Act as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring a seamless client experience.
• * Stay up-to-date with market trends, financial regulations, and company product offerings to provide accurate and relevant advice.
• * Collaborate with internal teams (e.g., product specialists, operations) to deliver comprehensive solutions and support to clients.
• * Achieve individual and team sales targets and performance metrics.

Who can apply

• * Bachelor's degree in Business, Finance, Economics, or a related field.
• * Proven experience (2-5 years) in a relationship management, sales, or client-facing role within the financial services industry.
• * Strong understanding of various financial products and services (e.g., mutual funds, equities, loans, insurance).
• * Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with diverse clients.
• * Demonstrated ability to understand client needs and provide effective solutions.
• * Results-oriented with a strong track record of achieving sales targets.
• * Proficiency in local language (Telugu) and English, both written and spoken.
• * Strong analytical and problem-solving abilities.
• * High level of integrity and professionalism.
• * Ability to work independently and as part of a team in a fast-paced environment.

About Credit Saison India

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