Job Description

Job Summary**

Responsible for building and nurturing strong, long-term relationships with clients in Vijayawada, understanding their financial needs, and offering suitable banking products and services to achieve sales targets and ensure client satisfaction.

Job Responsibilities**

* Proactively identify and acquire new high-net-worth individual and corporate clients within the Vijayawada region.
* Manage and grow an existing portfolio of client relationships, ensuring regular engagement and personalized service.
* Conduct thorough financial needs analysis for clients, identifying opportunities for cross-selling and up-selling various banking products (e.g., loans, investments, insurance, current/savings accounts).
* Develop and execute strategies to deepen client relationships and increase their share of wallet.
* Achieve individual and team sales targets and key performance indicators (KPIs) for revenue generation and client acquisition.
* Act as the primary point of contact for clients, resolving queries and issues promptly and efficiently.
* Collaborate with internal departments (e.g., product teams, credit, operations) to deliver seamless client experiences.
* Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.
* Prepare and present regular reports on client portfolio performance and sales activities.
* Ensure compliance with all internal policies, procedures, and external regulatory requirements.

Job Qualifications**

* Bachelor's degree in Business, Finance, Marketing, or a related field. MBA is a plus.
* Minimum of 3-5 years of experience in relationship management, sales, or business development 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 banking products, financial markets, and investment principles.
* Ability to analyze financial data and provide tailored solutions to clients.
* Self-motivated, results-oriented, and able to work independently and as part of a team.
* Proficiency in local language (Telugu) and English is essential.
* Familiarity with the Vijayawada market and local business landscape is highly desirable.


Job Details

Role Level: Associate Work Type: Full-Time
Country: India City: Vijayawada ,Andhra Pradesh
Company Website: https://creditsaison.in/ Job Function: Business Development
Company Industry/
Sector:
Financial Services

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