Relationship Manager

Roles & Responsibilities

Overview

We are seeking a dynamic and client-focused Relationship Manager to join our team. The Relationship Manager will be responsible for building and maintaining strong relationships with key clients, understanding their needs, and delivering tailored solutions that drive long-term business value. This role requires a mix of consultative engagement, strategic account management, and business development.

Key Responsibilities

• Serve as the primary point of contact for assigned clients, ensuring satisfaction and long-term partnership.
• Develop a deep understanding of clients' business goals, challenges, and industry landscape.
• Identify opportunities to upsell, cross-sell, or introduce new solutions that meet client needs.
• Manage the full client lifecycle : onboarding, contract management, service delivery oversight, and renewal.
• Collaborate with internal teams (sales, delivery, technical, and support) to ensure seamless execution of client projects.
• Monitor account performance, conduct regular business reviews, and provide actionable insights.
• Resolve escalations promptly and effectively to maintain client trust.
• Contribute to revenue growth targets by managing pipelines and driving account expansion.
• Maintain accurate records of interactions and opportunities in CRM tools.
• Stay updated with industry trends, competitor activities, and market developments.

Requirements

Preferred Skills

Tell employers what skills you have

CRM

Wealth Management

Account Management

Microsoft Office

Pipelines

Analytical Abilities

Contract Management

Relationship Management

Loans

PowerPoint

Revenue Growth

Communication Skills

Banking

Excel

Business Development

Service Delivery