<p>A Relationship Officer cultivates and maintains strong connections with clients, partners and stakeholders. This role focuses on client retention, service delivery and identifying growth opportunities. The successful candidate will be customer-oriented, commercially aware and skilled at relationship management.</p>
<p>This job description outlines the core responsibilities, required qualifications and ideal behaviours for a Relationship Officer. It is designed for HR teams, recruiters and staffing agencies seeking a practical template to attract high-calibre candidates.</p>
<h2>Relationship Officer Job Profile</h2>
<p>The Relationship Officer acts as the primary point of contact for assigned clients, ensuring satisfactory service and prompt resolution of enquiries. They balance client needs with organisational policies to build long-term loyalty.</p>
<p>This role requires excellent communication, sound commercial judgement and a proactive approach to identifying upsell or retention opportunities. Strong interpersonal skills and the ability to manage multiple priorities are essential.</p>
<h2>Relationship Officer Job Description</h2>
<p>The Relationship Officer will manage a portfolio of clients, developing a deep understanding of their objectives and delivering tailored solutions. Day-to-day duties include regular client meetings, performance reviews and coordinating with internal teams such as sales, operations and credit to ensure seamless service delivery. The officer must monitor account activity, flag risks early and work to prevent attrition.</p>
<p>They will also analyse client data to identify trends, recommend improvements and prepare concise reports for senior management. Where appropriate, the Relationship Officer will lead negotiation of terms, renewals and fee adjustments while maintaining compliance with regulatory and corporate governance standards.</p>
<p>Proactive relationship building is a key element of this position. The officer will nurture existing relationships while supporting business development initiatives to secure referrals and new opportunities. Strong problem-solving and stakeholder management skills will support success in this role.</p>
<h2>Relationship Officer Duties and Responsibilities</h2>
<ul>
<li>Act as the main liaison for assigned client accounts, ensuring excellent service and responsiveness</li>
<li>Conduct regular client reviews and prepare action plans to meet client objectives</li>
<li>Identify retention risks and implement mitigation strategies</li>
<li>Support onboarding of new clients, coordinating internal teams and documentation</li>
<li>Analyse account performance and prepare reports for management and clients</li>
<li>Recommend cross-sell and up-sell opportunities in line with client needs</li>
<li>Negotiate contract renewals and amendments in accordance with policy</li>
<li>Escalate and resolve client complaints promptly and professionally</li>
<li>Maintain accurate records in CRM and ensure data integrity</li>
<li>Collaborate with sales, operations and compliance to deliver client solutions</li>
<li>Keep abreast of market developments and regulatory changes affecting clients</li>
</ul>
<h2>Relationship Officer Requirements and Qualifications</h2>
<ul>
<li>Bachelor's degree in Business, Finance, Marketing or related discipline</li>
<li>Proven experience in relationship management, account management or client services</li>
<li>Strong verbal and written communication skills with excellent presentation ability</li>
<li>Proficiency with CRM systems and MS Office, particularly Excel and PowerPoint</li>
<li>Good analytical skills and experience producing management reports</li>
<li>Ability to prioritise workload and manage multiple client accounts</li>
<li>Professional demeanour with strong customer service orientation</li>
<li>Knowledge of relevant regulatory requirements and compliance frameworks</li>
<li>Demonstrable negotiation skills and commercial awareness</li>
<li>Willingness to travel to client sites as required</li>
</ul>