Job Responsibilities – Relationship Manager

Shree Ganesh Roadline (SGRL) – Kolkata Office

Department: Client Relations & Business Development | Reporting to: Management / Head Office

1. Job Purpose

The Relationship Manager will be responsible for maintaining strong relationships with SGRL's existing clients, ensuring timely payment collection, coordinating transportation and delivery activities, resolving client complaints, and supporting business development to ensure smooth operations and timely realization of outstanding payments.

2. Key Job Responsibilities

A. Payment Collection & Outstanding Recovery

- Follow up regularly with clients for timely payment against transportation bills, invoices and outstanding dues.
- Maintain a client-wise outstanding payment statement with invoice numbers, billing dates, due dates and payment status.
- Contact clients through telephone, WhatsApp, email and personal visits for payment reminders.
- Coordinate with client accounts departments to resolve invoice discrepancies, pending approvals, deductions and documentation issues.
- Submit daily collection reports and weekly outstanding statements to Management and the Accounts Department.
- Ensure collected payments are deposited directly into the company's authorised bank account.
- Obtain payment commitments from clients and monitor adherence to agreed payment dates.
- Escalate overdue and disputed payments to Management for further action.
- Assist in preparing client-wise ageing reports and recovery plans.

B. Client Relationship Management

- Maintain regular communication with existing clients and their purchase, logistics, stores and accounts departments.
- Act as the primary contact for client queries regarding transportation, billing, documentation and payment.
- Conduct client visits to strengthen business relationships and understand their requirements.
- Handle complaints professionally and coordinate with the Operations Team for timely resolution.
- Ensure client satisfaction and encourage repeat business.

C. Transportation & Operations Coordination

- Coordinate with SGRL's Haldia Head Office, Kharagpur and Visakhapatnam branches regarding vehicle placement,



dispatch, delivery and transport documentation.
- Follow up on delivery status and obtain Proof of Delivery (POD), challans, weighment slips and other documents required for billing and payment.
- Coordinate with clients regarding material receipt, shortages, delays and delivery-related issues.
- Follow up on pending delivery documents that may delay invoice submission or payment collection.
- Maintain proper records of client instructions, delivery status and unresolved operational issues.

D. Billing & Documentation Follow-up

- Coordinate with the Accounts Department for timely preparation and submission of transport invoices.
- Ensure invoices are submitted to the appropriate client department with all required supporting documents.
- Follow up on invoice acceptance, portal uploads, purchase orders and service-entry approvals, wherever applicable.
- Resolve billing queries in coordination with Accounts and Operations.
- Maintain records of submitted invoices, acknowledged bills, credit notes and pending documentation.

E. Business Development

- Identify opportunities to obtain additional transportation business from existing clients.
- Develop relationships with prospective industrial clients, factories, ports and logistics companies.
- Arrange client meetings and submit business enquiries to Management for consideration.
- Collect information on client requirements, transportation volumes, routes and payment terms.
- Support client retention and expansion of SGRL's transportation business.

F. Reporting & Administration

- Maintain an updated client database containing contact persons, billing details, payment terms and outstanding balances.
- Submit a daily activity report covering collections, client visits, payment commitments and pending issues.




- Prepare weekly reports on outstanding dues, overdue invoices and collection performance.
- Maintain professional and confidential handling of client and company information.
- Perform other duties assigned by Management relating to client relations, payment recovery and business development.

3. Daily Performance Monitoring

Performance area

Suggested KPI

Payment collection

Achievement against the monthly collection target

Outstanding recovery

Reduction in overdue receivables

Client follow-up

Regular follow-up on all due and overdue invoices

Documentation

Timely follow-up on pending PODs and billing documents

Client servicing

Timely resolution or escalation of client complaints

Reporting

Daily and weekly reports submitted on time

Business development

Qualified business enquiries and new opportunities generated

4. Authority & Control

- The Relationship Manager shall not independently alter transport rates, approve credit extensions, waive outstanding dues or settle disputed claims without Management approval.
- All collections must be routed through authorised company payment channels. Personal bank accounts or unauthorised cash retention are strictly prohibited.
- Any suspected payment irregularity, major client dispute or prolonged overdue account must be reported immediately to Management.
- The Relationship Manager shall coordinate with Accounts and Operations but shall not independently modify their financial or operational records.

5. Job Profile

- Designation: Relationship Manager
- Location: SGRL Kolkata Office
- Department: Client Relations & Business Development
- Reporting to: Management / Head Office
- Preferred experience: 2–5 years in client relationship management, payment collection, accounts receivable, logistics or transportation.
- Key skills: Communication, negotiation, payment recovery, client handling, MS Excel, email correspondence and reporting.
- Travel: Client visits within Kolkata and other locations as required.

Pay: ₹15,000.00 - ₹37,000.00 per month

Perks:

- Health insurance
- Provident Fund

Work Location: In person

📌 RELATIONSHIP MANAGER - KOLKATA
🏢 Shree Ganesh Roadline
📍 Kolkata