Relationship Manager

Skywings Advisors Private Limited

Designantion: Relationship Manager

Department: Sales / Customer Relationship / Client Services

CTC: 4LPA + TA

Key Responsibilities:

Client Engagement & Relationship Management:

Serve as the primary point of contact for assigned clients.

Build and maintain strong, long-lasting customer relationships.

Understand client goals and financial needs (for banking/insurance roles).

Ensure high levels of customer satisfaction through excellent service.

Business Development:

Identify cross-selling and up-selling opportunities.

Acquire new clients through referrals, leads, or walk-ins.

Meet assigned sales and service targets.

Product/Service Advisory:

Recommend suitable products and solutions based on client profiles.

Provide timely updates and information about new services or policy changes.

Assist in onboarding, documentation, and post-sales service.

Market Intelligence:

Stay informed about market trends, competition, and regulatory requirements.

Provide feedback to product and marketing teams for service improvement.

Compliance & Reporting:

Ensure all client interactions comply with internal policies and regulatory standards.

Maintain accurate client records and interaction history in CRM systems.

Prepare regular reports on client status and performance metrics.

Interested Candidates can mail their Resumes to:



or send on this whtasaap no. +91

• Experience

  1 - 5 Years

• No. of Openings

  10

• Education

  B.Com, Any Bachelor Degree, Post Graduate Diploma, M.Com, Any Master 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

  2nd Floor, Sirmour Plaza, Kaulagarh Road, Near CBSE Regional Office, Dehradun, Uttarakhand - 248001