GROUP 1

• ABHILASH ANAND
• AKASH RANJAN
• ASHUTOSH ASHOKRAO NARWADE
• DARA ESWARA RAO
• DINESH V
A Relationship Manager is a professional who
aids in developing and maintaining strong
customer relationships, both within a company
as well as with outside clients. They seek out
new business opportunities for their clients
while advising them on products or services
that best fit their needs.
Interaction Model b/w Client &
Relationship Manager
KNOWLEDGE KNOWN TO CLIENT UNKNOWN TO
CLIENT

• High Respect and • State of suspicion

KNOWN TO RM trust • One-off-
• Looked up to transaction
• Healthy • Client may look for
relationship alternative
• Client as an
ambassador
• Hesitant • confused situation
UNKNOWN TO RM • Lack clarity & • Lack clarity &
confidence confidence
• Client dominance • One-off
• Lack of respect transaction or no
relation
 Interaction Model b/w Client and
Relationship Manager contd.
QUADRANT 1 (Known to RM and
Known to Client)
In this situation both the
relationship manger and the
client are aware of the
product/service and
functioning of the bank. The
relationship manager and
the customer share a healthy
relationship and develop
mutual respect and trust
QUADRANT 2 (Known to RM and Unknown to
Client)

This quadrant depicts a

situation where the
Relationship Manager
knows about the
product and services
offered by the bank
whereas the client may
not be aware about
the working systems of
the bank or some of
it’s products and
services.
QUADRANT 3 (Unknown to RM and
known to Client)

This situation is one of the most

difficult ones. In this situation,
we see that the client knows
about whereas, the Relationship
manager does not have a good
idea about the functioning of
the bank, it’s products and
processes.
QUADRANT 4 (Unknown to RM and
Unknown to Client)

A confused situation
wherein, both parties ,
relationship manager
and the client are not
well-versed with the
bank’s systems and
products. There is no
clarity and confidence
in either of the parties .