Relationship Manager

A Relationship Manager is a professional responsible for building, maintaining, and growing long-term, trusting relationships with clients to ensure their satisfaction and drive business growth. The role is vital across various industries, especially in banking and financial services, as it impacts customer loyalty, retention, and revenue.

Core Responsibilities :

• Client Management : Serve as the primary point of contact, managing client accounts, inquiries, and concerns to ensure high satisfaction and loyalty.
• Business Growth : Identify and pursue opportunities for upselling and cross-selling the company's products and services to existing clients and actively seek new business.
• Advisory and Solutions : Understand client needs, preferences, and financial goals to provide tailored advice and recommend suitable solutions or investment strategies.
• Problem Resolution : Proactively address and resolve customer issues and complaints in a timely and professional manner by coordinating with internal teams (sales, marketing, product, support).
• Data Analysis and Reporting : Use CRM software and analytics to track client interactions, monitor account performance, interpret data, and prepare reports for both clients and senior management.
• Market Awareness : Stay informed about industry trends, market conditions, and competitors' offerings to develop effective client engagement and retention strategies.
• Compliance : Ensure all client interactions and transactions adhere to company policies and industry regulations.

Skills Required

Client Management, Business Development Strategy, Cross Selling, crm software, Compliance