Company Description Oak Alliance is a growing organization focused on building long-term, trust-based relationships with clients and partners. The company emphasizes personalized service, transparent communication, and collaborative problem-solving to help clients achieve their financial and business objectives.

Team members are encouraged to take ownership of client outcomes while working closely with colleagues across departments. Oak Alliance values integrity, professionalism, and continuous improvement, providing opportunities for learning and career development. The culture supports inclusive, gender-neutral, and non-discriminatory practices in all aspects of work.

Role Description The Relationship Manager role at Oak Alliance is a full-time, on-site position based in Pune City. This role involves managing a portfolio of clients, serving as the primary point of contact, and building strong, long-term relationships. Day-to-day activities include understanding client needs, coordinating with internal teams to deliver appropriate solutions, and ensuring timely follow-up on inquiries and service requests.

The Relationship

Manager will conduct regular meetings and calls with clients, monitor account performance, and identify opportunities for upselling or cross-selling relevant products and services.



The role also includes maintaining accurate records, preparing reports, addressing escalations, and contributing to client retention and growth initiatives.

Qualifications

- Ability to build and maintain professional relationships with clients, demonstrating solid interpersonal and client service skills.
- Strong communication skills, including clear verbal and written communication, active listening, and presentation abilities.
- Solid organizational and time management skills, with the capacity to handle multiple client accounts and prioritize tasks effectively.
- Problem-solving and analytical skills to understand client challenges, interpret data, and recommend suitable solutions.
- Comfort working in office in Pune City and collaborating with cross-functional teams in a dynamic environment.
- Prior experience in relationship management, account management, sales, or customer success is highly beneficial.
- Basic proficiency with office productivity tools (e.g., spreadsheets, documents, CRM or customer management systems).
- Bachelor’s degree in Business, Commerce, Management, or a related field, or equivalent practical experience.
- Commitment to inclusive, gender-neutral, and non-discriminatory professional conduct with high ethical standards.

📌 Relationship Manager (Pune)
🏢 Oak Alliance
📍 Pune