Relationship Manager || Freshers & Experienced

Impact HR & KM Solutions

As a Relationship Manager, you will be responsible for building, nurturing, and expanding long-term relationships with a portfolio of assigned clients. Your primary goal will be to understand their evolving needs, provide tailored solutions, cross-sell relevant products/services, and ensure high levels of client satisfaction and retention. This role requires exceptional interpersonal skills, a strong client-first approach, and a deep understanding of [your industry/products/services].

Responsibilities

Client Portfolio Management:

Manage and grow a dedicated portfolio of existing clients, understanding their unique needs, goals, and challenges.

Conduct regular reviews and meetings (both virtual and in-person) with clients to assess their current situation and identify new opportunities.

Act as the primary point of contact for all client inquiries, ensuring timely and effective resolution of issues.

Needs Assessment & Solution Provision:

Proactively assess client needs through in-depth conversations and analysis.

Recommend and present appropriate products, services, or solutions that align with their requirements and add value.

Collaborate with internal teams (., product, operations, sales) to customize solutions and ensure seamless delivery.

Cross-selling & Upselling:

Identify opportunities to cross-sell and upsell additional products or services to existing clients based on their evolving needs.

Achieve revenue and client retention targets for your assigned portfolio.

Market Intelligence & Feedback:

Gather and analyze client feedback, market trends, and competitor activities to inform internal strategy and product development.

Communicate client insights and market intelligence effectively to relevant internal departments.

Documentation & Reporting:

Maintain accurate and up-to-date records of all client interactions, communications, and account activities in the CRM system.

Prepare and submit regular reports on client portfolio performance, sales activities, and forecasts to management.

Compliance & Ethics:

Ensure all client interactions and transactions comply with company policies, industry regulations, and ethical standards.

• Experience

  0 - 2 Years

• No. of Openings

  4

• Education

  Higher Secondary, B.A, B.Com, B.Ed, Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

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