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JOB DESCRIPTION AND RESPONSIBILITY
KEY RESULT AREA(KRA) & KEY PERFORMANCE INDIACATOR(KPI)

Accounting Sector

Account Relationship Manager

Introduction
Skills Ability
job description
job roles & responsibilities
KRA & KPI
KRA & KPI Mapped
Work environment and Schedule
salary in India
Conclusion
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Introduction

As the name itself suggests the duty of an Account Relationship Manager is to Maintain a proper Relationship between an Organisation and its clients. They must be willing to seek out new clients for the business and alongside they must also handle the existing clients. 

Soft Skill, Technical Skills and Certification:

Soft Skills

Technical Skills and Certification

Job description

The Core job responsibilities of an Account relations manager are to Maintain Good Relations with the clients of the business meanwhile actively seeking out new clients. They have to work in various settings within an organization such as Finance, retail, etc. They are responsible for building the interest of the general Masses in the current product or the brand. 

Job Roles and Responsibilities

Key Result Areas(KRA)
Key Performance Indicator(KPI)

Sr. No

KRA

KPI

1

How many resolving client queries with Zero Esacaltion

No. of Client Queries solved 



2

How many cross-selling additional products sold per Month

No. of cross Selling Products sold Per month 

3


How many client’s financial income reviewing done in a month



No of Advisory Guidance given to client

4

How many Advisory Guidance given to Clients

No. of Reports Generated

5

How many compiling reports and completing workflows within set timescales created in a month

No. of compiling reports

6

List of Other tasks assigned involved in account management.

No. of Other Tasks mention Task in details

Example of KRA VS KPI Mapped in Organisation and Reporting

Sr. No

Reporting by the employee

Reporting by the employee



1

How many resolving client queries with Zero Esacaltion


Client Queries:15; Resolution with Zero Escalation: 5

2

How many cross-selling additional products sold per Month


Cross Selling Products sold per month: 5

3


How many client’s financial income reviewing done in a month




 No. of Client Finance Review Done: 25

4

How many Advisory Guidance given to Clients


 No. of Advisory Guidance calls Completed in Month: 6

5

How many compiling reports and completing workflows within set timescales created in a month


No. of Compiling reports:4

6

List of Other tasks assigned involved in account management.


Other Tasks: Task 1: ABC Task 2: EFG

Note : Each KPI has tobe elaboarted or in Deatil explained as per the project assigned .For Example ow many cross Products sold and Each product VS CSR Mapping

Work Environment and Schedule

The Account Relationship managers typically work in an office environment, although they may travel to meet with clients or attend conferences. They typically work regular business hours, although they may occasionally work evenings or weekends to accommodate their clients’ schedules. Account Relationship managers may work for banks, financial services firms, or other businesses that offer products or services that require ongoing customer service and support.

Salary

Account Relationship Manager salary in India ranges between ₹ 0.3 Lakhs to ₹ 8.6 Lakhs with an average annual salary of ₹ 4.6 Lakhs

Conclusion

Account Relationship Manager can be a very rewarding career as it sees people work closely with the clients. It is suitable for anyone who does not wish to have a computer-facing job and rather wants a people involving career. The fact also helps that this is a lucrative career and has a growing demand for professionals. As you advance in your career, you may move up to positions such as account manager, sales manager, or business development manager. In these roles, you will be responsible for managing a team of relationship managers and developing strategies to grow the business.

To get a Detailed Overview of the Accounting Sector, Click Here. 

CTA Accounting

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