Relationship Manager

Client Relationship Management

• Develop and manage long-term relationships with assigned clients.

• Serve as the primary point of contact for client inquiries, issues, and escalations.

• Understand client needs and align company solutions to meet their objectives.

• Conduct regular follow-ups, client meetings, and business reviews.

Business Development

• Identify revenue-generating opportunities within existing accounts.

• Upsell and cross-sell relevant products or services.

• Generate referrals and support acquisition of new clients.

• Track competitive trends and share insights with internal teams.

Service Delivery & Support

• Ensure smooth onboarding of new clients.

• Collaborate with internal teams (operations, product, compliance, support) to deliver high-quality service.

• Resolve client issues promptly and effectively.

• Maintain accurate records of client interactions and transactions in CRM tools.

Performance & Reporting

• Achieve monthly/quarterly sales and retention targets.

• Prepare performance reports, forecasts, and client feedback summaries.

• Monitor portfolio health and mitigate risks proactively.

Required Skills & Qualifications

• Bachelors degree in business, marketing, finance or relevant field (MBA preferred).

• 26 years of experience in customer relationship management, sales, or account management.

• Strong communication, negotiation, and interpersonal skills.

• Ability to analyze data and think strategically.

• Proficiency in CRM software and MS Office tools.

• High customer orientation with problem-solving mindset.

Preferred Attributes

• Experience in the relevant industry (e.g., Banking, Financial Services, SaaS).

• Proven track record of meeting revenue/retention targets.

• Ability to manage multiple accounts and work under pressure.

• Strong presentation and client-engagement skills.