Relationship Manager Job Description: A Guide to Hiring the Best Talent

According to a study, a 5% increase in customer loyalty can increase profits by up to 85%. In addition to customer acquisition, customer loyalty, retention, and satisfaction play an equally crucial role in increasing profits. Who helps to build customer loyalty? A relationship manager is your answer!

A talented relationship manager is the key to maintaining a loyal customer base. So, how do you find the right relationship manager? Developing a robust hiring process is the best way to attract a talented relationship manager, which starts with writing a job description. In this blog, we will cover a relationship manager job description along with a sample template.

Who is a Relationship Manager?

Relationship managers are crucial in ensuring customer satisfaction and loyalty. There are two kinds of relationship managers, namely:

1. Client Relationship Managers (CRMs): They understand the needs and goals of clients, provide excellent customer service, and identify opportunities for upselling or cross-selling products and services.

2. Business Relationship Managers (BRMs): They build and maintain relationships with key stakeholders and serve as liaisons between companies and their clients or customers.

Here is a highlight of certain green flags to look for in a relationship manager.

• Actively listen, communicate, and prioritize clients to understand their product and service needs and provide an exceptional experience.
• Demonstrate openness to feedback.
• Provide data-driven solutions to draw an effective strategy and build a customer base.

Relationship Manager Job Description: A Step-By-Step Guide

Let us explore the steps required to create a persuasive relationship manager job description.

Step 1: Begin with Introducing Your Company

A company overview allows you to communicate what your company does and its work culture. It gives a fair understanding of the company to the candidate, enabling them to make an informed decision.

Sample:

ABC is an IT consultancy and servicing company providing personalized and simple solutions to businesses for their unique problems, in addition to many IT services, such as data science, data engineering, DevOps, cloud engineering, and cybersecurity. We believe all IT problems are unique, requiring personalized attention and creative solutions. We emphasize teamwork and open communication to foster a dynamic work environment in our company.

Step 2: Step Ahead With the Job Overview

Moving ahead to the next step is the job overview. This section talks about who an ideal candidate is for this job profile while providing a brief overview of the job role of a relationship manager.

Sample:

The Relationship Manager will be responsible for leading a team of 40 members. The ideal candidate should have exceptional communication and leadership skills to manage the team. The core job responsibilities of the relationship manager will include developing CRM strategies, ensuring customer satisfaction, and understanding the needs of our customers. The ideal candidate understands our business and can communicate its core values effectively.

Step 3: Include Duties and Responsibilities of a Relationship Manager

The third step is to provide the relationship manager’s role and responsibilities. This allows the candidate to build a clear understanding of the job role and daily responsibilities to be fulfilled.

Sample Key Responsibilities:

• Develop customer relationship strategies that align with business goals.
• Increase customer loyalty and customer base to maintain long-term relationships.
• Ensure customer satisfaction to maintain business prospects for the company.
• Streamline and oversee all the processes within the team to enhance efficiency.
• Guide and mentor the team members to foster professional development.
• Coordinate with the clients to get regular updates and feedback to ensure their needs are met effectively.

Step 4: List Down Skill Requirements and Qualifications

The skills and qualifications section allows you to communicate the essential requirements needed to apply for the position. Additionally, it allows the job seeker to determine whether they are fit for the role.

Sample Qualifications and Skills:

• Bachelor’s degree in Business Administration/Marketing, or any related field. 
• Proven work experience as a Client Relationship Executive. 
• Excellent business communication skills to nurture relationships with key stakeholders.
• Problem-solving and analytical skills to resolve client issues and address their evolving business needs.
• Excellent leadership skills to lead a team. 
• Proficiency in CRM tools (Hubsopt and SalesForce) to drive data-driven solutions.

Step 5: Make Salary Expectations Clear

Making salary expectations clear from the beginning of the hiring process enables the job seeker to get a clear idea of the approximate remuneration. The average salary of a relationship manager is ₹8 LPA and generally ranges from ₹6 LPA to ₹12 LPA. 

Step 6: End with Providing Details about Work Benefits

Providing information about the perks and benefits is a great way to attract applicants. Ensure that you write an inclusive job description by including benefits that reflect inclusivity and  diversity in the workplace of your company.

Sample:

• Flexible working hours 
• Travel allowance
• Childcare leaves and other benefits 
• Health and life insurance

Relationship Manager Job Description Template

After covering all the steps and building a strong understanding of the writing process of a job description, let us take a look at the relationship manager job description sample.

Company Overview: Upskill is a leading ed-tech company, offering courses from across industries and fields to help students and working professionals upskill themselves. We offer online short-term and long-term courses with practical learning and projects, giving hands-on experience to the students and helping them build their resumes/portfolios.  Job Title: Relationship Manager  Job Overview:  We are looking for a Relationship Manager to join our team. The ideal candidate has a strong understanding of the market, company, and our customer base and can communicate with them effectively. They are proactive and offer creative yet efficient solutions to our customers. They will be required to ensure and enhance customer satisfaction, take feedback to improve the quality of our products and oversee the work of a team of over 30 members.  Key Responsibilities:  – Develop customer retention strategies to maintain and expand the customer base. – Oversee and manage the team while providing them with guidance and professional growth opportunities. – Increase customer loyalty and revenue to ensure business expansion. – Communicate with the customers, understand their needs and problems, and offer them data-driven solutions. – Take regular feedback from the customers and suggest changes to the internal team for improvement.  – Coordinate with the team to ensure a streamlined and efficient process to drive customer loyalty.  Qualifications and Skills: – Bachelor’s degree in Business Administration/Marketing or any related field. – Proven work experience as a Client Acquisition Executive. – Excellent leadership skills to lead the team.  – Effective communication skills to efficiently act as a bridge between the company and the clients. – Analytical and problem-solving skills to come up with unique solutions, ensure client satisfaction, and drive business growth. – Proficient with CRM (Zoho and Orange) software to manage client databases and evaluate business strategies. Offered Salary:   Between ₹6 LPA and ₹8 LPA (depending on the experience level). Benefits and Perks:  – Flexible working hours  – Paid maternity leaves  – Travel allowance  – Health and life insurance To apply, share your resume and cover letter to careers@upskill.com

Conclusion

Having a talented relationship manager in your team is the key to increased customer loyalty and retention, resulting in increased revenue. It requires a robust hiring strategy where job descriptions play a critical role in attracting applicants. Follow the template given in this blog to draft an effective relationship manager job description.

Make sure to post your job vacancy on top hiring sites such as Internshala, where you can find top talent in no time. Also, check out how an application tracking system can improve your hiring process.