Senior Relationship Manager

PNB MetLife India Insurance Co. Ltd; Kolkata District; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

PNB MetLife India Insurance Co. Ltd is seeking a Senior Relationship Manager (SRM) to manage and grow a portfolio of high-value clients by delivering tailored financial or business solutions.

The SRM acts as strategic advisor and primary contact between the organization and its clients, ensuring exceptional service. The role also entails driving cross-sell opportunities, collaborating with product and credit teams, and mentoring junior RMs to meet revenue targets.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• MBA or relevant certification is a plus.
• Minimum 7+ years in relationship management or B2B sales.
• Proven track record with large client portfolios and revenue targets.
• Strong understanding of financial products or industry solutions.
• Excellent interpersonal, communication, and negotiation skills.

Responsibilities

• Serve as the primary contact for a portfolio of high-value clients.
• Build deep client relationships by understanding needs and goals.
• Identify cross-sell opportunities and pursue new business within accounts.
• Provide tailored advisory solutions with internal specialists.
• Achieve revenue targets and monitor portfolio performance.
• Ensure compliance with policies, regulatory requirements, and risk guidelines.
• Mentor junior relationship managers and collaborate with cross-functional teams.

Skills

Client relationship management

Sales and negotiation

Communication skills

Education

Bachelor's degree in Business, Finance, Economics, or related field

MBA or relevant certification

Tools

CRM systems (Salesforce, Microsoft Dynamics)

Job description

This job is provided by apna.co

The Senior Relationship Manager (SRM) is responsible for managing and growing a portfolio of high-value clients by delivering tailored financial or business solutions. This role involves maintaining long-term client relationships, ensuring client satisfaction, identifying cross-sell opportunities, and meeting revenue targets. The SRM acts as a strategic advisor and a key point of contact between the organization and its clients.

Key Responsibilities

Client Management

• Serve as the primary point of contact for a portfolio of high-net-worth or strategic clients.


• Build deep relationships by understanding client needs, business models, and goals.


• Ensure consistent and high-quality service delivery across all client touchpoints.

Business Development

• Identify and pursue new business opportunities within existing accounts.


• Cross-sell and upsell products/services aligned with client needs.


• Acquire new high-potential clients to grow the portfolio.

Strategic Advisory

• Provide tailored advice and solutions to clients using a consultative approach.


• Collaborate with internal specialists (e.g., product, credit, investment teams) to deliver holistic solutions.

Revenue & Performance

• Achieve individual and team sales/revenue targets.


• Monitor portfolio performance, client profitability, and risk exposure.

Risk & Compliance

• Ensure all activities are compliant with internal policies, regulatory requirements, and risk guidelines.


• Proactively identify and mitigate risks in client relationships.

Team Collaboration

• Mentor junior relationship managers or associates.


• Collaborate with cross-functional teams to ensure seamless client service delivery.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field (MBA or relevant certification is a plus).


• 7+ years of experience in relationship management, preferably in financial services, banking, or B2B sales.


• Proven track record of managing large client portfolios and meeting sales/revenue targets.


• Strong understanding of financial products, credit analysis, or industry-specific solutions.


• Excellent interpersonal, communication, and negotiation skills.


• High level of professionalism, integrity, and client-centric mindset.

Preferred Skills

• CRM system proficiency (e.g., Salesforce, Microsoft Dynamics)


• Analytical mindset with strong problem-solving ability


• Ability to manage complex client relationships and multi-product solutions