Relationship Manager

Job Description : Relationship Manager (RM)

Job Purpose

The Relationship Manager (RM) is responsible for managing the complete customer engagement journey from lead handover to project closure. The role focuses on understanding customer requirements, conducting professional meetings, presenting suitable solutions and proposals, maintaining accurate documentation, and ensuring a seamless customer experience while achieving business conversion targets.

Key Responsibilities

Client Relationship Management

• Generate & manage assigned customer leads from the Inside Sales Team.
• Build professional relationships with customers throughout the sales cycle.
• Understand customer requirements and provide appropriate solutions.
• Maintain regular communication and timely follow-ups until project closure.

Client Meetings

• Prepare thoroughly before every client meeting.
• Conduct Client Discovery Meetings as per the approved sales process.
• Conduct Client Proposal Presentation meetings, including scope, commercials, and execution discussion.
• Address customer queries and objections professionally.
• Clearly communicate project scope, timelines, and next steps.

Sales & Business Development

• Create and convert qualified opportunities into confirmed projects.
• Coordinate with internal teams for proposal preparation and project discussions.
• Maintain a healthy sales pipeline and forecast updates.
• Achieve assigned sales, revenue, and conversion targets.

Documentation & Compliance

• Complete all mandatory customer documentation accurately.
• Upload & follow all required meeting compliance within the defined timeline.
• Maintain & update records in Google Sheets/CRM.
• Ensure complete compliance with company SOPs, audit requirements, and documentation standards.

Customer Experience

• Deliver a professional and consistent customer experience.
• Maintain confidentiality of customer information.
• Represent the company ethically and professionally at all times.

Key Deliverables

• Qualified customer meetings conducted.
• Client Discovery Forms completed.
• Client Proposal Presentations conducted.
• Accurate quotations and proposals presented.
• Complete documentation submitted within SLA.
• Audit-ready records maintained.
• Assigned sales targets achieved.
• High customer satisfaction and professional relationship management.

Qualifications

• Graduate in any discipline (MBA preferred).
• 3–8 years of experience in Sales, Relationship Management, Business Development, or Customer Consulting.
• Experience in Construction, Interior Design, Real Estate, Architecture, or related industries will be preferred.

Required Skills

• Excellent communication and presentation skills.
• Strong interpersonal and relationship-building abilities.
• Customer requirement analysis.
• Negotiation and objection handling.
• Proposal presentation and commercial discussion.
• Time management and planning.
• Documentation accuracy and process compliance.
• MS Office, Google Workspace

Behavioural Competencies

• Customer-centric approach.
• Professional appearance and conduct.
• Integrity and ethical behaviour.
• Ownership and accountability.
• Problem-solving mindset.
• Attention to detail.
• Adaptability and willingness to learn.
• Team collaboration.