Job Description

Job Summary:**

We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Suryapet. This role involves building and maintaining strong relationships with clients, understanding their financial needs, and offering suitable products and services to achieve their financial goals.

Job Responsibilities:**

- Proactively identify, acquire, and onboard new high-net-worth individual (HNI) and retail clients within the Suryapet region.
- Manage and grow an existing portfolio of client relationships, ensuring high levels of client satisfaction and retention.
- Conduct thorough financial needs analysis for clients to understand their investment goals, risk appetite, and financial objectives.
- Advise clients on a range of financial products and services, including investments, loans, insurance, and wealth management solutions, tailored to their individual needs.
- Regularly communicate with clients to provide market updates, portfolio performance reviews, and address any queries or concerns.
- Achieve individual sales targets and contribute to the overall branch/regional business objectives.
- Ensure compliance with all regulatory guidelines and internal policies in all client interactions and transactions.
- Collaborate with internal teams, such as product specialists,



credit, and operations, to deliver seamless service to clients.
- Maintain accurate and up-to-date client records and prepare necessary reports.
- Stay informed about market trends, competitor activities, and new product offerings to effectively position solutions.

Job Qualifications:**

- Bachelor's degree in Business, Finance, Economics, or a related field. MBA or relevant professional certifications (e.g., NISM) preferred.
- Minimum of 3-5 years of experience in a client-facing role within the banking, financial services, or wealth management industry, preferably as a Relationship Manager.
- Proven track record of achieving sales targets and building robust client relationships.
- Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of various financial products and services (investments, loans, insurance, etc.).
- Ability to analyze financial data and provide sound financial advice.
- High level of integrity and ethical conduct.
- Proficiency in local language (Telugu) and English.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- Familiarity with the Suryapet market and client base is an advantage.

📌 Relationship Manager - Suryapet (Hyderabad)
🏢 Credit Saison India
📍 Hyderabad