Job Description

Relationship Manager

Location: [Chennai]
Department: Sales / Client Relationship
Reports To: Branch Manager / Regional Manager

Position Summary

The Relationship Manager is responsible for managing and growing client relationships by understanding their needs, offering suitable products/services, and ensuring high levels of customer satisfaction. The role focuses on business development, revenue generation, and long-term client retention.

Key Responsibilities

• Build and maintain strong relationships with new and existing clients.

• Identify customer needs and recommend appropriate products/services.

• Achieve assigned sales and revenue targets.

• Cross-sell and upsell company offerings to maximize portfolio value.

• Conduct regular client meetings and follow-ups.

• Resolve customer queries and complaints in a timely manner.

• Maintain accurate records of client interactions and transactions.

• Ensure compliance with company policies and regulatory requirements.

• Prepare periodic reports on performance and client portfolio growth.

Qualifications & Experience

• Bachelor’s degree in Business, Finance, Marketing, or related field.

• 1–5 years of experience in sales, relationship management, or client servicing.

• Experience in target-driven roles preferred.

Skills & Competencies

• Strong communication and interpersonal skills.

• Negotiation and influencing ability.

• Sales and customer service orientation.

• Analytical thinking and problem-solving skills.

• Ability to work under pressure and meet targets.

• Proficiency in MS Office and CRM tools.

Key Performance Indicators (KPIs)

• Revenue and sales target achievement.

• Client acquisition and retention rate.

• Cross-sell ratio.

• Customer satisfaction score.