Job Title Relationship Manager Reports To Branch Manager Sales Head Business Head Location Kanpur Employment Type Full-time Job Summary A Relationship Manager is responsible for building and maintaining solid relationships with clients understanding their financial needs and providing customized solutions to ensure customer satisfaction and business growth The role involves cross-selling and upselling products services ensuring high client retention and managing client portfolios effectively Key Responsibilities Build and maintain solid relationships with existing and prospective clients Understand client requirements and provide tailored financial or business solutions Meet sales targets through cross-selling and upselling company products and services Regularly communicate with clients to ensure high levels of satisfaction Monitor client accounts and ensure timely delivery of services or products Handle customer complaints and resolve issues in a timely and professional manner Maintain up-to-date knowledge of company offerings and market trends Prepare reports on client interactions business opportunities and market feedback Coordinate with internal teams sales operations support to fulfill client needs Ensure all regulatory and compliance requirements are met Key Skills Competencies Solid communication and interpersonal skills Customer-centric mindset Sales and negotiation skills Problem-solving ability Time management and organizational skills Ability to multitask and prioritize Good knowledge of CRM software and Microsoft Office Familiarity with financial products services if in banking or finance sector Educational Qualifications Bachelor s degree in Business Administration Finance Marketing or related field MBA preferred for senior roles Experience Required 1-5 years of experience in customer relationship management sales or client servicing Industry-specific experience e g banking finance insurance real estate is a plus Performance Metrics Client retention rate Customer satisfaction score CSAT Sales revenue targets achieved Number of new client acquisitions Timeliness and quality of issue resolution Job Type Full-time Work Location In person