Job Summary

We are seeking a highly motivated and results-oriented Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining solid relationships with clients, understanding their financial needs, and offering appropriate solutions to help them achieve their goals.

Job Responsibilities
Develop and manage a portfolio of high-net-worth individual and corporate clients in Tirupati.
Identify and cultivate new client relationships through various prospecting activities.
Conduct in-depth financial needs analysis for clients, understanding their risk appetite, investment objectives, and long-term financial goals.
Present and explain various financial products and services, including investments, loans, insurance, and wealth management solutions.
Provide ongoing financial advice and portfolio reviews to clients, ensuring their financial strategies remain aligned with their objectives.
Act as the primary point of contact for client queries, concerns, and service requests, ensuring a high level of client satisfaction.
Collaborate with internal teams (e.g., product specialists, credit teams) to deliver comprehensive financial solutions.




Stay updated on market trends, economic conditions, and competitor offerings to effectively advise clients.
Ensure compliance with all regulatory requirements and company policies.
Achieve individual and team sales targets and business growth objectives.

Job Qualifications
Bachelor's degree in Business Administration, Finance, Economics, or a related field.
Proven experience (3+ years) in a client-facing role within the banking, financial services, or wealth management industry, with a focus on relationship management.
Robust understanding of financial products and services, including investments, insurance, and lending.
Excellent communication, interpersonal, and presentation skills.
Demonstrated ability to build rapport and trust with clients.
Solid analytical and problem-solving abilities.
Ability to work independently and as part of a team in a fast-paced environment.
Results-oriented with a strong commitment to achieving sales targets.
Proficiency in local language (Telugu) is highly desirable.
Residency in Tirupati or willingness to relocate.

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