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.
- Strong 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.

📌 Sales Officer (Kolkata)
🏢 HDFC Life Insurance Company
📍 Kolkata