Job Description
Responsibilities:**
- Develop and nurture lasting relationships with individual and corporate clients in Siddipet.
- Understand client financial requirements and provide tailored advice on various banking products (e.g., loans, deposits, investments, insurance).
- Proactively identify new business opportunities and acquire new clients through various channels, including referrals, networking, and direct outreach.
- Manage a portfolio of existing clients, ensuring high levels of satisfaction and retention.
- Conduct regular reviews of client portfolios to identify cross-selling and up-selling opportunities.
- Prepare and present financial proposals to clients, clearly explaining product features, benefits, and terms.
- Achieve individual and team sales targets for various banking products and services.
- Monitor market trends and competitor activities to identify potential threats and opportunities.
- Ensure compliance with all internal policies, procedures, and regulatory guidelines.
- Collaborate with internal departments (e.g., credit, operations) to ensure seamless service delivery to clients.
- Prepare regular reports on client interactions, sales performance, and market feedback.
- Bachelors degree in Business Administration, Finance, Marketing, or a related field.
- Proven experience (2+ years) in relationship management, sales, or banking, preferably within the Siddipet region.
- Strong understanding of banking products and services, including loans, deposits, investments, and insurance.
- Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Demonstrated ability to meet and exceed sales targets.
- Strong negotiation and presentation skills.
- Customer-centric approach with a focus on providing exceptional service.
- Ability to work independently and as part of a team.
- Proficiency in local language (Telugu) is essential.
- Knowledge of financial regulations and compliance requirements.
- Valid drivers license and willingness to travel within the Siddipet region as required.
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Skills
Banking ProductsSalesClient RetentionAcquisitionFinancial RegulationsProposalsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Credit Saison, a leading Japanese financial services company, is at the forefront of offering innovative credit and loan products. Credit Saison Careers provide a dynamic platform for professionals passionate about shaping the future of finance. Working at Credit Saison, employees engage in a range of functions from credit card services to loan management, and fintech innovations. The company is committed to fostering a culture of creativity, inclusivity, and continuous learning. A career at Credit Saison is not just a job; it's an opportunity to be part of a team that values integrity, customer satisfaction, and forward-thinking. Joining Credit Saison Careers means contributing to a company that makes financial services more accessible and convenient for millions worldwide.
Important dates & deadlines?
Application Deadline
16 Nov 26, 04:01 PM IST
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Relationship Manager - Siddipet
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