Customer Relationship Manager

• 1. Client Relationship ManagementBuild and maintain strong relationships with customers
• Understand customer needs and provide suitable solutions
• Handle customer queries and complaints professionally
• Ensure customer satisfaction and retention
• 2. Sales & Business DevelopmentGenerate leads and convert them into customers
• Cross-sell and upsell company products/services
• Achieve monthly and quarterly sales targets
• Follow up with potential clients
• 3. Customer SupportGuide customers about products, services, and offers
• Assist with documentation and onboarding
• Maintain regular communication through calls, WhatsApp, email, or meetings
• 4. Data & ReportingMaintain customer records in CRM/software
• Prepare daily sales and follow-up reports
• Track customer interactions and performance
• 5. CoordinationCoordinate with internal teams for customer requirements
• Ensure smooth service delivery and issue resolution
• Key Skills RequiredGood communication skills
• Sales and negotiation skills
• Customer handling ability
• Basic computer/CRM knowledge
• Target-oriented mindset

Example (Finance/Loan Company RM)For a finance or loan company like a DSA/loan business, a Relationship Manager may:

• Call customers and explain loan products
• Handle loan inquiries and documents
• Coordinate with banks/NBFCs
• Follow up for approvals and disbursement
• Maintain relationships with agents/partners and customers