Job Title: Relationship Manager
Location: Kolkata, West Bengal
Experience Required: 2-3 Years

Job Summary

Key Responsibilities
- Build, manage, and maintain long-term relationships with existing and prospective clients.
- Understand customer financial needs and recommend suitable products and services.
- Achieve monthly, quarterly, and annual sales targets.
- Generate leads through referrals, networking, and market outreach activities.
- Conduct regular client meetings and follow-ups to enhance customer engagement.
- Cross-sell and upsell financial products, insurance solutions, investment products, or banking services.
- Resolve customer queries and complaints promptly while ensuring high customer satisfaction.
- Maintain accurate records of client interactions and sales activities in CRM systems.
- Monitor market trends, competitor activities, and customer requirements.
- Ensure compliance with company policies, regulatory requirements, and operational guidelines.
- Collaborate with internal teams to deliver seamless customer service and business solutions.

Required Qualifications




- Bachelor's degree in Business Administration, Commerce, Finance, Marketing, or a related field.
- 2-3 years of experience in Relationship Management, Sales, Business Development, Banking, Insurance, Wealth Management, or Financial Services.
- Strong interpersonal and communication skills.
- Proven ability to meet sales targets and business objectives.
- Valuable understanding of customer relationship management principles.
- Proficiency in MS Office and CRM software.
- Ability to work independently and in a team-oriented environment.

Preferred Skills
- Client Relationship Management
- Customer Acquisition
- Business Development
- Lead Generation
- Sales Management
- Cross-Selling & Upselling
- Financial Products Knowledge
- Negotiation Skills
- Customer Retention
- CRM Management
- Market Research
- Communication & Presentation Skills
- Problem Solving
- Stakeholder Management

Compens

📌 Relationship Manager (Kolkata)
🏢 NextRise Solutions
📍 Kolkata