Relationship Manager

A Relationship Manager (RM) serves as the primary bridge between an organization and its clients, ensuring high client satisfaction, account retention, and business growth.

• Core Roles & ResponsibilitiesClient Relationship Management: Build and maintain strong, long-term relationships with existing clients to understand their ongoing needs and financial/business goals.
• Business Development & Acquisition: Identify new business opportunities, cross-sell and up-sell relevant products/services (such as loans, insurance, investments, or SaaS packages), and expand the client portfolio.
• Portfolio Management: Oversee and analyze client portfolios, ensuring account health, revenue targets, and adherence to service level agreements (SLAs).
• Financial & Needs Assessment: Assess client financial profiles or business requirement profiles to recommend tailor-made products and solutions.
• Issue Resolution & Support: Act as the primary point of contact for client escalations, resolving operational, transactional, or service queries by coordinating with internal operations, compliance, and product teams.
• Market Intelligence & Reporting: Track market trends, monitor competitors, and regularly report sales pipelines, client feedback, and portfolio performance to senior management.
• Compliance & Risk Management: Ensure all client interactions, documentation, and transactions adhere to relevant industry regulations, internal policies, and Risk/KYC (Know Your Customer) guidelines.
• Key Performance Indicators (KPIs)Client retention and renewal rates
• Revenue targets achieved (Cross-selling / Up-selling volume)
• Net Promoter Score (NPS) / Client satisfaction score
• Portfolio expansion and new client acquisition rates