Job Summary

As a Relationship Manager in Guntur, you will be responsible for building and nurturing robust, long-term relationships with clients, understanding their financial needs, and providing tailored solutions. This role focuses on client acquisition, retention, and growth within the Guntur region.

Job Responsibilities
Develop and manage a portfolio of key client relationships, ensuring high levels of client satisfaction and retention.
Proactively identify client needs and cross-sell relevant products and services, including financial planning, investments, and lending solutions.
Conduct regular client meetings to understand their financial goals and provide expert advice.
Acquire new clients through networking, referrals, and targeted outreach initiatives in the Guntur market.
Monitor market trends and competitor activities to identify opportunities and threats.
Prepare and present financial proposals and reports to clients.
Collaborate with internal teams, including product development and operations,



to ensure seamless client service.
Adhere to all regulatory compliance requirements and internal policies.
Achieve individual and team sales targets and business objectives.

Job Qualifications
Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
Proven experience (3+ years) in a relationship management or sales role within the financial services industry.
Solid understanding of financial products and services, including investments, loans, and insurance.
Excellent communication, interpersonal, and negotiation skills.
Ability to build rapport and trust with clients effectively.
Demonstrated ability to meet and exceed sales targets.
Robust analytical and problem-solving abilities.
Proficiency in local language (Telugu) is highly desirable.
Residing in or willingness to relocate to Guntur is essential.

📌 Relationship Manager Guntur (India)
🏢 Credit Saison India
📍 India