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Relationship Manager Job Description

How to Hire a Relationship Manager

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Relationship Manager Job Description

We are recruiting for an outgoing Relationship Manager to promote strong relationships with our clients. The Relationship Manager’s responsibilities will also include generating new business opportunities, providing clients with advice and to help guide them on their choices as well as promptly resolving complaints, and ensuring client satisfaction.

To succeed as a Relationship Manager, you should be able to build positive, long-term relationships and support clients in the decision-making process by identifying solutions that most closely meet their needs.

Relationship Manager Duties and Responsibilities

  • Experience as a Relationship Manager, in customer service, or a similar role.
  • Ability to build and maintain strong client and business relationships.
  • Proficiency in Microsoft Office and CRM software.
  • Excellent communication and interpersonal skills.
  • Good conflict resolution and problem-solving skills.
  • Leadership and team management skills.
  • Customer-oriented.
  • Degree in management, marketing, communication, or a similar field.

Relationship Manager Skills and Requirements

  • Maintain a deep knowledge of company products and services.
  • Build and maintaining strong relationships with prospective and existing clients.
  • Research and pursuing new business opportunities.
  • Identify clients’ needs and requirements and proposing suitable solutions.
  • Provide clients with comprehensive product/service consultations and guiding their decision-making process.
  • Upsell and cross-selling products/services to clients.
  • Resolve complaints and issues efficiently and in a timely manner.
  • Meet sales/revenue targets.
  • Ensure client satisfaction.
  • Experience as a Relationship Manager, in customer service, or a similar role.
  • Ability to build and maintain strong client and business relationships.
  • Proficiency in Microsoft Office and CRM software.
  • Excellent communication and interpersonal skills.
  • Good conflict resolution and problem-solving skills.
  • Leadership and team management skills.
  • Customer-oriented.
  • Degree in management, marketing, communication, or a similar field.

How to write a Relationship Manager Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

How to write a Relationship Manager job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

Personalising Your Relationship Manager Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


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