Recruitment Specialist at Upgrad Rekrut
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Relationship Manager - CASA Sales - Bank (3-12 yrs)
- A relationship manager's primary roles and responsibilities, both on the client and business sides, include the following :
- Maintain long-term relationships with clients through regular communication and personalized support.
- Handle the onboarding process for new clients to ensure a smooth transition and introduction to the brand's products or services.
- Identify opportunities to enhance the client's experience.
- Generate additional business through cross-selling or upselling.
- Promptly and effectively address client issues by coordinating with internal teams, especially with key account managers.
- Continuously monitor client satisfaction levels by gathering feedback and conducting surveys or assessments.
- Know the competition and market trends, and develop strategies to stay ahead.
- Improve and meet sales targets through long-term customer retention.
- These are all the expectations from a relationship manager with good experience.
What is Required to Become a Relationship Manager ?
- A BBA or marketing degree is ideal for the relationship manager career. Bigger companies hire professionals with some years of work experience in customer service or sales. Certifications in Salesforce, prior experience in CRM platforms, and Microsoft Office are a big plus.
- Now let's move on to the top skills expected from a relationship manager.
Communications :
- The relationship manager should be able to understand the needs of the clients or customers before building trusted relationships. The approach in communication should not just be persuasive for agreeing but also effective.
- The professional has to create a dialogue where listening, empathy, soothing tonality while asking relevant questions or stating facts and good body language contribute largely. These are the main soft skills that the relationship manager role is based on.
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