Job Summary:

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Kurnool. This role will be responsible for building and maintaining strong, long-lasting relationships with our clients, understanding their financial needs, and providing tailored solutions.

Job Responsibilities:

- Proactively identify and acquire new clients, expanding the company's customer base in the Kurnool region.
- Develop and maintain robust, trust-based relationships with existing clients through regular communication and personalized service.
- Understand clients' financial goals, risk appetite, and investment preferences to recommend appropriate products and services.
- Act as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring a high level of customer satisfaction.
- Cross-sell and up-sell relevant financial products and services to clients based on their evolving needs.
- Monitor market trends, competitor activities, and regulatory changes to stay informed and provide informed advice.
- Prepare and present regular reports on client portfolios, performance,



and future recommendations.
- Collaborate effectively with internal teams, including product development, operations, and credit, to deliver seamless client service.
- Adhere to all company policies, procedures, and regulatory guidelines.

Job Qualifications:**
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Proven experience (2+ years) in a relationship management or client-facing role within the financial services industry.
- Strong understanding of financial products, services, and market dynamics.
- Excellent communication, interpersonal, and negotiation skills.
- Demonstrated ability to build rapport and establish trust with clients.
- Results-oriented with a strong track record of achieving sales targets.
- Proficiency in local language (Telugu) and English, both written and verbal.
- Ability to work independently and as part of a team in a fast-paced environment.
- Residing in or willing to relocate to Kurnool.

📌 Relationship Manager - Kurnool
🏢 Credit Saison India
📍 Kurnool