Relationship Manager

7 days 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



  • 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

    6 hours 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 ...


  • 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...


  • 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...


  • 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...


  • Kolkata, West Bengal, India Kredent InfoEdge Pvt.Ltd. Full time

    **Employment Type**: Full-time, On-site Working Days: 6 days a week (Monday to Saturday) Timing: 10 AM - 7 PM (Saturdays may require flexible timing based on events) **About the Role**: StockEdge Hub is a unique, first-of-its-kind community space designed for active stock market traders and learners. We’re looking for a **dynamic and people-centric...


  • Kolkata, West Bengal, India Dewar’s Garage Full time

    **Job Overview**: As a Customer Relationship Executive, you will be responsible for managing relationships with customers and ensuring that they have a positive experience throughout the sales and post-sales process. Your primary goal will be to help CRM to build long-term relationships with customers, and to promote customer loyalty and retention. **Key...


  • Kolkata, West Bengal, India Uprising Consulting PVT LTD Full time

    **Job Description: Customer Relationship Executive (CRE) - Automobile Four Wheeler** **Job Summary**: The Customer Relationship Executive is responsible for managing customer relationships, ensuring customer satisfaction, and driving sales for the company's automobile four-wheeler segment. The CRE will act as the primary point of contact for customers,...


  • New Town, Kolkata, West Bengal, India TRUSTEGIC Full time

    Guest Relations Executive Only for Female Job Location: Eco space - New Town - Kolkata **Responsibilities**: - Review arrival lists to welcome guests - Attend to special guests (e.g. VIPs) and answer their inquiries - Help prepare welcome folders with collateral - Provide information about amenities, area and venues and promote services - Anticipate...


  • Madhyamgram, Kolkata, West Bengal, India PPS MOTORS PVT LTD Full time ₹ 2,00,000 - ₹ 2,40,000 per year

    India's Largest Automobile Dealership Group is looking for Experienced Customer Relationship Manager for Premium Passenger Car Workshop in Madhyamgram area. Only serious candidates should apply.Job Types: Full-time, PermanentPay: ₹20, ₹30,000.00 per monthBenefits:Cell phone reimbursementHealth insuranceLeave encashmentPaid sick timePaid time offProvident...