What does a relationship manager do?
A relationship manager is a professional responsible for building and maintaining relationships with clients or stakeholders of a company or organisation.
The primary role of relationship managers is to ensure customer satisfaction and retention by understanding their needs, preferences, and concerns — and providing personalised service and support. They proactively work on enhancing the customer experience by collaborating across departments (like sales, marketing, and customer service) to find areas for improvement based on feedback and trends.
Relationship manager responsibilities also include understanding trends that may impact the company’s clients, develop strategies accordingly to retain existing clients, and ensure a positive relationship with the stakeholders. They work in various industries for maintaining and improving customer experience, and in turn, driving business growth.
Job Description: Template
Inviting dynamic and experienced relationship managers to be part of our team at [Company XYZ].
We are looking for an experienced relationship manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. If you are an empathetic individual, willing to put yourself in our customer’s shoes, and passionate about solving their issues for the best possible experience, you’re the perfect match for us.
We provide a competitive compensation package, including perks and opportunities for career advancement. We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications.
Your role
- Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns.
- Manage client accounts and act as the key point of contact from the company.
- Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry.
- Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met.
- Generate new business and revenue opportunities through cross-selling and upselling.
Your responsibilities
- Identify client demands and develop strategies to meet them.
- Find key personnel in client companies to establish profitable relationships.
- Approach potential customers to cultivate fruitful relationships.
- Support high-quality sales, supply and customer service operations.
Required skills and qualifications
- At least 5 years of experience in customer service, sales, account management or a related field.
- Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions.
- Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively.
- Fluent in English, Hindi and at least one regional language.
- Possess a sense of customer service and are a team-oriented individual.
Preferred skills and qualifications
- Bachelor's degree in business, finance, marketing or related fields.
- Proven experience in customer-facing roles like customer service or sales.
- Relevant certifications such as Certified Customer Experience Professional (CCEP), Certified Financial Planner (CFP).
- Familiarity with customer relationship management (CRM) software.
- Strong interpersonal, problem-solving and negotiation skills.
- Excellent communication skills, both written and verbal.
- Strong organisational and planning skills.
- Willingness to travel for client meetings and conferences when required.
