A relationship manager in the finance sector manages client portfolios, advises on financial products, and cultivates long-term relationships. Key responsibilities include providing tailored financial solutions, cross-selling services, ensuring compliance, and monitoring market trends. The role demands excellent communication, analytical, and problem-solving skills, as well as knowledge of financial markets and industry software. Qualification typically requires a bachelor’s degree in finance or business and strong customer orientation. Daily tasks involve client meetings, risk assessment, credit management, and maintaining client satisfaction, driving both retention and business growth for financial institutions