Senior Relationship Manager

Job Description

Key Responsibilities1 Client Relationship Management
• Manage and grow a portfolio of high-net-worth (HNI) or key corporate clients
• Act as the primary point of contact for escalations and complex issues
• Build long-term strategic partnerships
• Conduct regular client meetings and financial/business reviews
2 Revenue & Business Development
• Achieve assigned revenue and portfolio growth targets
• Identify cross-sell and upsell opportunities
• Acquire new clients through referrals and networking
• Develop customized financial or business solutions
3 Portfolio & Risk Management
• Monitor portfolio performance and risk exposure
• Ensure compliance with company policies and regulatory requirements
• Conduct due diligence and financial assessments
4 Team Leadership (if applicable)
• Mentor and guide Relationship Managers
• Support training and performance development
• Assist in strategic planning and sales forecasting
Required Skills
• Strong client handling and negotiation skills
• Advanced sales and closing ability
• Financial analysis and business acumen
• Leadership and mentoring capability
• Risk assessment and compliance knowledge
• Excellent communication and presentation skills
• CRM and MS Office proficiency

Keyskills :
direct salesagency salesbusiness developmentrelationship marketingsales manager