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Relationship Manager - Vijayawada

Credit Saison India
Vijayawada, IND
Full-time
Mid · 3+ years experience
Onsite
Discovered 1 weeks ago
Free

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Job Summary:** We are seeking a proactive and client-focused Relationship Manager to join our team in Vijayawada. This role involves managing and developing strong relationships with a portfolio of clients, understanding their financial needs, and providing tailored solutions to support their business growth and personal wealth objectives. Job Responsibilities:** * Cultivate and maintain strong, long-term relationships with existing and prospective clients in Vijayawada and surrounding regions. * Proactively identify client needs and cross-sell appropriate financial products and services, including loans, deposits, investments, and wealth management solutions. * Conduct regular client meetings to review financial portfolios, understand evolving needs, and provide personalized advice. * Prepare and present financial proposals, ensuring alignment with client objectives and company policies. * Achieve individual and team sales targets and contribute to the overall growth of the branch. * Monitor market trends and competitor activities to identify new business opportunities. * Ensure compliance with all regulatory guidelines and internal policies. * Resolve client queries and issues efficiently and professionally, escalating when necessary. * Collaborate with internal teams (e.g., credit, operations, product development) to deliver seamless client service. * Maintain accurate and up-to-date client records and reporting. Job Qualifications:** * Bachelor's degree in Finance, Business Administration, Economics, or a related field. * Minimum of 3-5 years of experience in relationship management, sales, or banking, preferably in Vijayawada. * Proven track record of achieving sales targets and building strong client relationships. * Excellent communication, interpersonal, and negotiation skills. * Strong understanding of financial products and services, including retail banking, corporate banking, or wealth management. * Ability to analyze financial data and provide sound financial advice. * Customer-centric approach with a strong commitment to service excellence. * Proficiency in local language (Telugu) and English, both written and verbal. * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). * Ability to work independently and as part of a team in a fast-paced environment.

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