Job Description

.

: Relationship Manager / Executive

Position Title: Relationship Manager / Executive

Department: Sales / Client Services / Business Development

Reports To: Sales Head / Regional Manager / Director

Location: [HSR SECTOR ]

Employment Type: Full-Time

Role Overview:

We are seeking a dynamic and customer-focused Relationship Manager to manage and grow client relationships, drive sales, and ensure top-tier customer satisfaction. You will act as a trusted advisor to clients, offering tailored solutions to meet their needs while building long-term partnerships.

Key Responsibilities:

Develop and maintain strong relationships with existing clients to ensure ongoing satisfaction and retention.

Acquire new clients through cold calls, referrals, and networking.

Understand client needs and recommend appropriate products, services, or solutions.

Serve as the primary point of contact for key accounts and handle queries, complaints, or escalations.

Collaborate with internal teams (product, support, operations) to ensure smooth service delivery.

Track and analyze client data and engagement using CRM tools.

Meet and exceed individual and team sales/revenue targets.

Prepare reports, forecasts, and presentations for management.

Key Skills & Qualifications:

Bachelor's degree in Business, Finance, Marketing, or related field (MBA is a plus)

1-5 years of experience in client servicing, sales, or account management (industry-specific preferred)

Excellent communication and interpersonal skills

Strong problem-solving and negotiation abilities

Proficiency in CRM systems (e.g., Salesforce, Zoho) and MS Excel / Google Sheets

Goal-driven with a proactive, positive attitude

Preferred Industry Experience:

(Customize based on your industry -- select one or more)

Banking / Financial Services - cross-selling investment & loan products

Real Estate - managing property portfolios and investor relationships

SaaS / Tech - B2B software client relationships and renewals

Wealth Management - advising HNIs/retail clients on financial products

Insurance - policy sales and claims servicing

KPIs / Performance Metrics:

Client Retention Rate

Net Promoter Score (NPS)

Monthly/Quarterly Sales Targets

New Client Acquisition

Cross-sell/Upsell Revenue

Job Type: Permanent

Pay: ?285,000.00 - ?3,350,000.00 per year

Benefits:

Health insurance Provident Fund
Schedule:

Morning shift
Supplemental Pay:

Performance bonus
Language:

English (Preferred)
Work Location: In person

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