Relationship Manager

DC Consultants

0 - 5 years

4 - 7 Lacs

mumbai

Posted:1 week ago| Platform:

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Skills Required

health insurance excel mis analytical relationship building vlookup customer relationship advanced excel management auditing

Work Mode

Work from Office

Job Type

Full Time

Job Description

Follow up with clients regularly for pending payment collection and ensure timely recovery.

Build and maintain strong relationships with key clients to foster trust and long-term partnerships.
Track and report on all outstanding collections using MS Excel and MIS dashboards.
Coordinate with internal departments (accounts, sales, and operations) to resolve client issues impacting payment timelines.
Analyze payment trends and create strategies to minimize future delays.
Ensure all communication with clients is polite, professional, and persuasive.
Prepare daily and weekly MIS reports on outstanding dues, recovery status, and client interactions.
Escalate critical cases and propose resolution strategies to management.
Maintain accurate client data and collection records for audit and review purposes.
Consistently meet or exceed collection and recovery targets.

Key Skills & Requirements:

Bachelor s degree in business administration, Commerce, or a related field.
4-6+ years of experience in client relations, receivables management, or collection handling (B2B preferred).
Strong command of MS Excel (formulas, pivot tables, VLOOKUP, and MIS reporting).
Excellent verbal and written communication skills, soft-spoken yet assertive.
Proven ability to handle sensitive client interactions tactfully while achieving results.
Strong negotiation, persuasion, and relationship-building abilities.
Analytical thinker with a problem-solving approach and strong sense of ownership.
Ability to work independently with accountability for collection outcomes.

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