Relationship Manager

### **Job Summary:**

We are seeking a highly motivated and results\-oriented Relationship Manager to join our dynamic team. The successful candidate will be responsible for building and maintaining strong, long\-lasting client relationships, understanding their needs, and providing tailored solutions. This role requires a proactive approach to client engagement, excellent communication skills, and a proven ability to drive business growth and client retention.

### **Key Responsibilities:**

• Develop and nurture strong, trusted relationships with a portfolio of assigned clients, acting as their primary point of contact.
• Understand clients' business objectives, challenges, and financial needs through regular communication and in\-depth analysis.
• Proactively identify and pursue new business opportunities within the existing client base, cross\-selling and up\-selling relevant products and services.
• Prepare and deliver compelling presentations and proposals to clients, clearly articulating value propositions.
• Collaborate closely with internal teams, including product development, operations, and customer service, to ensure seamless client experience and issue resolution.
• Monitor client satisfaction, gather feedback, and implement strategies to enhance client loyalty and retention.
• Conduct regular reviews of client accounts, performance, and market trends to provide strategic advice and recommendations.
• Negotiate and finalize contracts, ensuring terms are mutually beneficial and aligned with company policies.
• Maintain accurate and up\-to\-date client records and activity logs within the CRM system.
• Stay informed about industry trends, competitor activities, and regulatory changes to effectively position our offerings.
• Achieve and exceed individual and team sales, retention, and client satisfaction targets.
• Identify potential risks within client portfolios and develop mitigation strategies.