Relationship Manager

Pahal Financial Services Pvt. Ltd.; Ahmedabad District; On-site; INR 400,000 - 650,000; Full time

Job summary

Pahal Financial Services Pvt. Ltd. seeks a client relations professional to manage long-term client relationships and provide tailored solutions. You will act as the main point of contact for inquiries, issues, and client satisfaction, while collaborating with sales, marketing, and service teams.

The role emphasizes needs assessment, data-driven strategic analysis, and reporting to leadership. Strong communication and CRM proficiency are essential for success.

Qualifications

• Bachelor's degree in business, marketing, communications, or related field.
• Excellent communication, active listening, and conflict resolution skills.
• Strong customer-service orientation and client-focused mindset.
• Ability to analyze data, identify trends, and translate them into actionable strategies.

Responsibilities

• Client relationship management: Develop and maintain long-term, positive relationships with clients.
• Client support: Act as the primary contact for inquiries, complaints, and concerns with timely resolution.
• Needs assessment: Understand client goals and needs to provide tailored solutions.
• Business development: Identify opportunities for account growth via upselling and cross-selling.
• Internal collaboration: Coordinate with sales, marketing, and customer service to improve client experience.
• Strategic analysis: Analyze data, trends, and feedback to refine retention strategies.
• Reporting: Provide regular reports on client feedback and business results to management.

Skills

Interpersonal skills

Customer service

Analytical ability

Business acumen

Technical proficiency

Education

Bachelor's degree in business/marketing/communications or related field

Tools

CRM software

Email/communication tools

Job description

Role & responsibilities

• Client relationship management: Develop and maintain long-term, positive relationships with clients.
• Client support: Act as the primary point of contact for client inquiries, complaints, and concerns, ensuring timely and effective resolution.
• Needs assessment: Understand client goals, preferences, and needs through active communication to provide tailored solutions.
• Business development: Identify opportunities for account growth, upselling, and cross-selling to increase revenue.
• Internal collaboration: Work closely with other departments, such as sales, marketing, and customer service, to improve the overall client experience.
• Strategic analysis: Analyze data, market trends, and client feedback to develop and refine customer retention and satisfaction strategies.
• Reporting: Provide regular reports on client feedback, performance, and business results to management.

Preferred candidate profile

• Interpersonal skills: Excellent communication, active listening, and conflict resolution skills are crucial for building trust and handling sensitive situations.
• Customer service: A strong customer-service orientation is essential for maintaining positive client interactions.
• Analytical ability: The ability to analyze data, identify trends, and translate them into actionable strategies is a key requirement.
• Business acumen: Understanding client needs and business goals to provide valuable solutions.
• Technical proficiency: Comfort with CRM software, email, and other communication tools is often necessary.
• Education: A bachelor's degree in business, marketing, communications, or a related field is common, though experience can also be a key factor.