Relationship Manager

Job highlights

• Flexible Working HoursJob DescriptionA 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 escalatio

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 & Responsibilities Client 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