Relationship Manager

Relationship Manager Job Description Template

Our company is looking for a Relationship Manager to join our team.


  • Resolve issues and complaints from clients and members regarding Trading operation, settlement, compliance to be resolved;
  • Able to communicate effectively with the target audience and build trust;
  • Liase with the operations teams to ensure that all processes as set out with the partners are adhered to;
  • Arrange business meetings with prospective clients;
  • Sales promotion activities;
  • Promote the company’s products/services addressing or predicting clients’ objectives;
  • Field work will be there;
  • Experience- 6 months-5 years in Sales;
  • Apart from salary huge incentive will be there;
  • Two wheeler is mandatory;
  • Recruitment / Staffing;
  • Reaching the targets and set goals, establishing, maintaining and expanding the client base;
  • Responsible for generating sales with project specific enquiries;
  • Improve branch Sales;
  • Keep records of sales, revenue, invoices etc.


  • Industry;
  • Insurance;
  • Co-coordinating with the accounts team and working on client- renewals;
  • Networking;
  • Acknowledging clients promptly and treating them in a courteous manner;
  • Computer Literacy;
  • Marketing;
  • Salesforce;
  • Improving the overall customer relationship, delivering reliable administrative support and customer service;
  • Retaining of a valuable existing client base and making sure their needs are met every step of the way;
  • Communication skills;
  • Sales;
  • Finding out what information, products or services the clients require to meet his/her needs, providing clear, accurate and relevant information;
  • Resolving customers’ queries within agreed authority;
  • Maintaining a strong working knowledge of client portfolios / products with the company.