Urgent Requirement For Relationship Manager

Impact HR & KM Solutions

Here's a detailed job description for a Relationship Manager in Nashik, Maharashtra, India. This role is vital for fostering strong client connections and driving business growth.

Relationship Manager Job Description

Job Title: Relationship Manager / Client Relationship Manager / Key Account Manager (for senior roles)

Department: Sales / Client Management / Business Development / Wealth Management (adjust based on specific industry)

Reports To: Branch Manager / Regional Manager / Head of Sales / Client Relations

Location: Nashik, Maharashtra, India (This role typically involves a mix of office-based work and frequent client visits within Nashik and potentially surrounding areas).

Job Summary:

We are seeking a proactive, client-focused, and results-driven Relationship Manager to join our team in Nashik. The ideal candidate will be responsible for building, nurturing, and expanding long-term relationships with a portfolio of clients. This role requires a deep understanding of client needs, the ability to offer tailored solutions, and a commitment to achieving business objectives while ensuring exceptional customer satisfaction.

Key Responsibilities:

Client Portfolio Management:

Develop and manage a dedicated portfolio of individual or corporate clients.

Regularly engage with clients through calls, emails, and in-person meetings to understand their evolving needs and strengthen relationships.

Act as the primary point of contact for assigned clients, addressing their queries, concerns, and requests promptly and efficiently.

Needs Assessment & Solutioning:

Conduct thorough needs analysis to understand client financial goals, business objectives, or specific requirements.

Present and explain appropriate products, services, or solutions that align with client needs and preferences.

Educate clients on product features, benefits, and market trends.

Business Growth & Sales/Retention:

Identify opportunities for cross-selling and up-selling additional products or services to existing clients.

Actively work towards achieving assigned sales, revenue, or client retention targets.

Onboard new clients efficiently, ensuring a smooth and positive initial experience.

Market Intelligence & Strategy:

Stay informed about market trends, competitor activities, and industry developments relevant to clients in Nashik and Maharashtra.

Provide feedback to internal teams (product development, marketing) on client preferences and market demands.

Reporting & Compliance:

Maintain accurate and up-to-date client records and interaction details in the CRM system.

Prepare and present regular reports on client portfolio performance, sales activities, and relationship health.

Ensure all client interactions and transactions comply with company policies, regulatory guidelines, and ethical standards.

Collaboration:

Collaborate effectively with internal departments such as operations, product, marketing, and customer service to ensure seamless service delivery and client satisfaction.

• Experience

  1 - 7 Years

• No. of Openings

  4

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Engineering / Cement / Metals

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Impact HR Services Ravi Chambers Basement, Below Laminate Gallery, Office No 8, Canada Corner