Assistant Manager - Client Relations

Role & responsibilities

Role Purpose

The Assistant Manager Client Relations is responsible for managing corporate/client relationships, ensuring service excellence, driving engagement, and supporting business growth through strong stakeholder management and customer-centric solutions.

Key Responsibilities

1. Client Relationship Management

• Manage relationships with assigned corporate/enterprise clients.
  
• Act as the primary point of contact for service-related queries and escalations.
  
• Ensure high levels of client satisfaction and retention.
  
• Conduct periodic business reviews with clients.
  

2. Service Delivery & Issue Resolution

• Coordinate with internal teams (operations, risk, sales, technology) for timely issue resolution.
  
• Monitor service levels and ensure adherence to agreed SLAs.
  
• Track client complaints and implement corrective actions.
  
• Maintain proper documentation of client interactions and service updates.
  

3. Business Support & Revenue Growth

• Identify cross-sell and upsell opportunities within existing accounts.
  
• Support sales teams during onboarding of new corporate clients.
  
• Analyze client spend patterns and provide insights for business growth.
  
• Assist in renewal discussions and contract management.
  

4. Reporting & Analytics

• Prepare MIS reports on client performance, service metrics, and portfolio trends.
  
• Track usage, spend, activation, and retention metrics.
  
• Provide actionable insights to improve client engagement and wallet share.
  

5. Compliance & Governance

• Ensure adherence to internal policies and regulatory guidelines.
  
• Maintain accurate records for audits and compliance reviews.
  

Qualifications & Skills

Education

• Graduate in any discipline (MBA/PGDM preferred).
  

Experience

• 2–5 years of experience in client servicing, relationship management, or account management (preferably in banking, financial services, or fintech).
  
• Experience handling corporate or enterprise clients is an advantage.
  

Technical Skills

• Proficiency in MS Excel and PowerPoint.
  
• Knowledge of CRM systems and MIS reporting.
  
• Basic understanding of financial products/credit cards.