1. Client Relationship ManagementBuild and maintain solid relationships with customers
Understand customer needs and provide suitable solutions
Handle customer queries and complaints professionally
Ensure customer satisfaction and retention
2. Sales & Business DevelopmentGenerate leads and convert them into customers
Cross-sell and upsell company products/services
Achieve monthly and quarterly sales targets
Follow up with potential clients
3. Customer SupportGuide customers about products, services, and offers
Assist with documentation and onboarding
Maintain regular communication through calls, WhatsApp, email, or meetings
4. Data & ReportingMaintain customer records in CRM/software
Prepare daily sales and follow-up reports
Track customer interactions and performance
5.



CoordinationCoordinate with internal teams for customer requirements
Ensure smooth service delivery and issue resolution
Key Skills RequiredGood communication skills
Sales and negotiation skills
Customer handling ability
Basic computer/CRM knowledge
Target-oriented mindset

Example (Finance/Loan Company RM)For a finance or loan company like a DSA/loan business, a Relationship Manager may:
Call customers and explain loan products
Handle loan inquiries and documents
Coordinate with banks/NBFCs
Follow up for approvals and disbursement
Maintain relationships with agents/partners and customers

📌 Relationship Manager Kolkata (India)
🏢 Grow Front Software
📍 India