Job Summary

As a Relationship Manager in Guntur, you will be responsible for building and nurturing strong, 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 current 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.
* Strong 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.
* Strong 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)
🏢 Credit Saison India
📍 Guntur