Job Summary

The Relationship Manager will be responsible for building and maintaining strong, long-lasting customer relationships within the Rajahmundry region, identifying customer needs, and providing suitable financial solutions to drive business growth and customer satisfaction.

Job Responsibilities

- Develop and manage a portfolio of high-net-worth individual and corporate clients in Rajahmundry.
- Identify and cultivate new client relationships through networking, referrals, and proactive outreach.
- Understand client financial goals and objectives to recommend appropriate banking products and services, including loans, investments, and insurance.
- Conduct regular client meetings to review financial performance, address concerns, and explore recent opportunities.
- Act as the primary point of contact for clients, ensuring exceptional service and prompt resolution of inquiries.
- Collaborate with internal teams (e.g., credit, operations, product development) to deliver comprehensive financial solutions.
- Monitor market trends and competitor activities to identify potential business opportunities and threats.




- Prepare and present financial reports and proposals to clients.
- Ensure compliance with all regulatory requirements and company policies.
- Achieve individual and team sales targets and contribute to the overall growth of the Rajahmundry branch.

Job Qualifications

- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 3-5 years of experience in relationship management, sales, or client servicing within the banking or financial services industry.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of financial products and services, including retail banking, wealth management, and lending.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in local language (Telugu) is highly desirable.
- Knowledge of the Rajahmundry market and customer base is a significant advantage.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).

📌 Relationship Manager - Rajahmundry (India)
🏢 Credit Saison India
📍 India