Relationship Manager - Vizianagaram

Department Icon Insurance- General Insurance
Posted: 3 months ago
3-5 years
Vizianagaram, Andhra Pradesh
Insurance- General Insurance
work from office
Full Time

Posted: 3 months ago
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Job Description

Job Summary**

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Vizianagaram. The successful candidate will be responsible for building and nurturing strong relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their goals.

Responsibilities**

  • Develop and maintain a strong portfolio of individual and corporate clients within the Vizianagaram region.
  • Identify client needs through proactive engagement and in-depth financial analysis.
  • Present and cross-sell a comprehensive range of financial products and services (e.g., loans, investments, insurance, wealth management) to meet client requirements.
  • Achieve individual and team sales targets and business objectives.
  • Provide exceptional customer service and ensure high levels of client satisfaction.
  • Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice.
  • Prepare and present regular reports on client portfolio performance and sales activities.
  • Collaborate effectively with internal teams, including product development, operations, and credit, to ensure seamless service delivery.
  • Adhere to all company policies, procedures, and ethical guidelines.

Qualifications**

  • Bachelors degree in Business Administration, Finance, Marketing, or a related field.
  • Proven experience (3+ years) in a client-facing role, preferably within the banking or financial services industry.
  • Demonstrated track record of achieving sales targets and building strong client relationships.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in local languages (Telugu and English) is essential.
  • Knowledge of financial products and services, as well as local market dynamics in Vizianagaram.
  • Valid drivers license and willingness to travel within the Vizianagaram area as needed.

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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.

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