Tata Capital
Relationship Manager - Warangal
About this role
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Skills you'll use
What you'll do
- * Develop and nurture strong, sustainable relationships with existing and potential clients in the Warangal territory.
- * Understand client financial needs and objectives, and proactively offer relevant products and services.
- * Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing exceptional customer service.
- * Identify opportunities for cross-selling and up-selling products/services to meet client requirements and business growth targets.
- * Prepare and present financial proposals and solutions to clients, clearly articulating benefits and features.
- * Maintain accurate and up-to-date client records and activity logs within the CRM system.
- * Collaborate with internal teams (e.g., product development, operations) to ensure seamless service delivery and client satisfaction.
- * Stay informed about market trends, competitor activities, and regulatory changes relevant to the financial industry in Warangal.
- * Achieve individual and team sales targets and key performance indicators.
- * Represent the company at local events and networking opportunities to enhance brand visibility and generate leads.
Who can apply
- * Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- * Minimum of 3-5 years of experience in relationship management, sales, or client-facing roles, preferably within the financial services industry.
- * Proven track record of building and maintaining strong client relationships and achieving sales targets.
- * Excellent communication, interpersonal, and negotiation skills.
- * Strong understanding of financial products and services.
- * Ability to work independently and as part of a team in a fast-paced environment.
- * Proficiency in CRM software and Microsoft Office Suite.
- * Local knowledge of the Warangal market and its demographics is highly desirable.
- * Fluency in English and Telugu is required.
- * Ability to travel locally within the Warangal region as needed.
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