Relationship Manager

1 week ago

New Town Kolkata West Bengal, India Meadowkart Pvt Ltd Full time ₹ 1,50,000 - ₹ 20,00,000 per year

Job Summary

The Relationship Manager (RM) is responsible for building and maintaining long-term relationships with clients by understanding their financial and business needs, offering suitable solutions, and ensuring excellent service. The role involves acquiring new clients, deepening existing relationships, and achieving revenue and growth targets for the organization.

Key Responsibilities

  • Develop and manage a portfolio of clients to achieve sales and service objectives.
  • Acquire new customers through networking, cold calling, referrals, and business events.
  • Understand customer needs and provide tailored solutions (banking, insurance, investments, or products as per industry).
  • Maintain strong relationships with existing clients to ensure repeat business and customer loyalty.
  • Cross-sell and upsell products/services to maximize client value.
  • Monitor client accounts, resolve issues, and ensure high levels of customer satisfaction.
  • Stay updated on industry trends, competitor offerings, and market opportunities.
  • Prepare and present sales reports, forecasts, and business updates to management.

Key Skills & Competencies

  • Excellent communication and interpersonal skills.
  • Strong sales, negotiation, and networking ability.
  • Good understanding of financial products/services (for BFSI roles).
  • Customer-centric approach with problem-solving skills.
  • Ability to manage multiple client relationships and meet targets.

Qualifications & Experience

  • Bachelor's degree in Business, Finance, Marketing, or related field (MBA preferred).
  • 2–6 years of experience in relationship management, sales, or client servicing.
  • Experience in banking, insurance, NBFC, or B2B client management is an added advantage.
  • Proficiency in MS Office, CRM tools, and sales reporting systems.

KPIs (Key Performance Indicators)

  • Number of new clients acquired.
  • Revenue and profitability from managed accounts.
  • Client satisfaction and retention rate.
  • Cross-sell/upsell ratio.

Job Type: Full-time

Pay: ₹15, ₹20,000.00 per month

Language:

  • English (Required)

Work Location: In person

  • Client Relationship Executive

    6 days ago

    New Town, Kolkata, West Bengal, India Candidate Express Pvt Ltd Full time

    **Company Description** Entrepot Media Pvt Ltd is an end-to-end provider of digital marketing services located in Rajarhat. Our experienced team of experts focuses on assisting businesses in acquiring desired leads while providing customized and result-oriented solutions. We aim to build long-lasting client partnerships based on our belief in providing a...

  • Relationship Manager

    3 weeks ago

    Kolkata, West Bengal, India RECEX Full time

    Join our team as a Relationship Manager - Finance in Kolkata If you re passionate about building financial partnerships in the exciting EV auto loan space this role is for you Job Title Relationship Manager - Finance Auto Loans Location Park Street Kolkata xf0x9fx93x8dKey Responsibilities Forge and manage tie-ups with new Banks and NBFCs for EV ...

  • Relationship manager

    2 weeks ago

    West Bengal, India Discoveries Quintessential Full time

    We’re Hiring: Relationship Manager Locations: Multiple Cities Across India

  • Relationship Manager

    2 weeks ago

    West Bengal, India Discoveries Quintessential Full time

    We’re Hiring: Relationship Manager Locations: Multiple Cities Across India

  • Relationship Manager

    2 weeks ago

    West Bengal, India Discoveries Quintessential Full time

    We’re Hiring: Relationship Manager Locations: Multiple Cities Across India

  • Relationship Manager

    2 weeks ago

    West Bengal, India Discoveries Quintessential Full time

    👇🌟 We’re Hiring: Relationship Manager📍 Locations: Multiple Cities Across India 🛠️ Department: Sales & MarketingWe’re reshaping education with engaging books, flashcards, life-skill boards, Olympiads, and more. Since our inception, we’ve been on a mission to make learning fun, practical, and impactful.Now, we’re looking for passionate...

  • Preferred Relationship Manager

    3 days ago

    west bengal, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Relationship Executive

    12 hours ago

    Kolkata, West Bengal, India Adekon Management Full time

    Location: Kolkata, West Bengal Company: Adekon Management Pvt. Ltd Salary Range: ₹10,000 - ₹12,000 per month **Relationship Manager Pvt Bank** Relationship Managers are responsible for the maximization of sales for our company’s products. They help in the turnover of sales and provide feedback regarding changes required in the product to meet...

  • Relationship Manager

    3 days ago

    west bengal, India Vivriti Capital Full time

    About Vivriti Group: Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities. The group has the following businesses: Vivriti Capital Limited, a systematically important NBFC (NBFC ND-SI) regulated by RBI. As on date, Vivriti Capital has disbursed USD 3 billion across 300+ enterprise borrowers and is...

  • Relationship Trainee

    2 weeks ago

    Kolkata, West Bengal, India Risenbro Full time

    **You will be trained on**: - Gold Appraisal - Lead generation - Customer relationship management **Roles and Responsibilities**: - To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/prevent spurious/unacceptable ornaments. - Adhering to high ethical standards and complying with all the laid down processes / policies...