Summary

The Relationship Manager in Siddipet will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering appropriate banking products and services. This role focuses on achieving sales targets, ensuring customer satisfaction, and contributing to the growth of the branch. Responsibilities:

Develop and nurture lasting relationships with individual and corporate clients in the Siddipet region.

Proactively identify client needs and cross-sell/up-sell relevant banking products such as loans, deposits, investments, and insurance.

Manage a portfolio of existing clients, ensuring their financial requirements are met and issues are resolved efficiently.

Acquire new clients through various channels, including referrals, networking, and direct outreach.

Conduct regular client meetings and provide financial advisory services based on their profiles.

Prepare and present proposals to clients, outlining product features, benefits, and terms.

Achieve individual and team sales targets and contribute to the overall profitability of the branch.





Ensure compliance with all internal policies, banking regulations, and ethical standards.

Maintain accurate client records and update CRM systems diligently.

Collaborate with internal teams (e.g., credit, operations) to ensure seamless service delivery. Qualifications:

Bachelor's degree in Business Administration, Finance, Marketing, or a related field.

3+ years of experience in relationship management, sales, or banking, preferably within the Siddipet area.

Proven track record of achieving sales targets and building solid client relationships.

Excellent communication, interpersonal, and negotiation skills.

Strong understanding of banking products and services, including loans, deposits, and investment vehicles.

Ability to analyze financial data and provide sound financial advice.

Customer-centric approach with a strong commitment to service excellence.

Proficiency in local language (Telugu) is essential.

- Computer literacy, including MS Office Suite and CRM software.

📌 Relationship Manager - Siddipet
🏢 Credit Saison India
📍 Siddipet