The Senior Relationship Manager (SRM) is responsible for managing and growing a portfolio of high-value clients by delivering tailored financial or business solutions. This role involves maintaining long-term client relationships, ensuring client satisfaction, identifying cross-sell opportunities, and meeting revenue targets. The SRM acts as a strategic advisor and a key point of contact between the organization and its clients.

Key Responsibilities:

Client Management:

Serve as the primary point of contact for a portfolio of high-net-worth or strategic clients.

Build deep relationships by understanding client needs, business models, and goals.

Ensure consistent and high-quality service delivery across all client touchpoints.

Business Development:

Identify and pursue new business opportunities within existing accounts.

Cross-sell and upsell products/services aligned with client needs.

Acquire recent high-potential clients to grow the portfolio.

Strategic Advisory:

Provide tailored advice and solutions to clients using a consultative approach.

Collaborate with internal specialists (e.g., product, credit, investment teams) to deliver holistic solutions.

Revenue & Performance:

Achieve individual and team sales/revenue targets.

Monitor portfolio performance,



client profitability, and risk exposure.

Risk & Compliance:

Ensure all activities are compliant with internal policies, regulatory requirements, and risk guidelines.

Proactively identify and mitigate risks in client relationships.

Team Collaboration:

Mentor junior relationship managers or associates.

Collaborate with cross-functional teams to ensure seamless client service delivery.

Qualifications:

Bachelor's degree in Business, Finance, Economics, or related field (MBA or relevant certification is a plus).

7+ years of experience in relationship management, preferably in financial services, banking, or B2B sales.

Proven track record of managing large client portfolios and meeting sales/revenue targets.

Strong understanding of financial products, credit analysis, or industry-specific solutions.

Excellent interpersonal, communication, and negotiation skills.

High level of professionalism, integrity, and client-centric mindset.

Preferred Skills:

CRM system proficiency (e.g., Salesforce, Microsoft Dynamics)

Analytical mindset with strong problem-solving ability

Ability to manage complex client relationships and multi-product solutions

📌 Senior Relationship Manager (Kolkata)
🏢 Pnb Metlife India Insurance Company
📍 Kolkata