Relationship Manager (RM) Job Overview - We are looking for a proactive and customer-focused Relationship Manager (RM) to build, maintain, and strengthen long-term relationships with clients. The ideal candidate will be responsible for ensuring high customer satisfaction, improving client retention, understanding business needs, and identifying opportunities for additional sales and business growth. Key ResponsibilitiesBuild and maintain solid, long-term relationships with existing clients.

Act as the primary point of contact for clients and understand their requirements. Regularly follow up with clients to ensure satisfaction and address concerns promptly. Resolve client queries and coordinate with internal teams to provide effective solutions.

Monitor client accounts and identify opportunities to improve engagement and retention. Identify upselling and cross-selling opportunities based on client requirements. Develop strategies to increase customer loyalty and repeat business.

Maintain accurate records of client interactions, requirements, and feedback. Meet assigned sales, retention, and revenue targets . Conduct regular client meetings, calls, and follow-ups to strengthen relationships.

Collect client feedback and communicate insights to relevant internal teams.



Stay updated on company products/services to effectively recommend suitable solutions.

Required Skills & QualificationsBachelor’s degree in Business Administration, Marketing, Sales, or a related field. Excellent communication and interpersonal skills. Solid relationship-building and customer-handling abilities.

Good negotiation, persuasion, and problem-solving skills. Sales-oriented mindset with a focus on achieving targets. Ability to manage multiple clients and priorities effectively. Good knowledge of MS Office/CRM tools.

Prior experience in Relationship Management, Sales, Customer Success, or Business Development is preferred.

Key Performance

Indicators (KPIs)Client retention rate Customer satisfaction Repeat business and renewals Upselling & cross-selling revenue New business generated from existing clients Client engagement and follow-up efficiency Achievement of monthly/quarterly sales targets What We’re Looking ForA relationship-oriented professional who can build trust, retain valuable clients, identify business opportunities, and contribute directly to company growth through strong client relationships.

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🏢 HDFC Life Insurance Company
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