Relationship Manager (225-805)

The Relationship Manager plays a crucial role within the financial sector, acting as the bridge between the company and its clients. This position is designed for individuals who can build and maintain strong, long-term relationships. The Relationship Manager is responsible for understanding the unique needs of clients, providing excellent customer service, and tailoring solutions to fulfill those needs. This job requires a combination of sales and analytical skills, along with a deep understanding of various financial products and services. The ideal candidate is a proactive problem solver with strong interpersonal skills, able to communicate effectively and deliver superior client experiences. The focus is on achieving client satisfaction while promoting company growth and profitability.

Responsibilities

• Develop trustful relationships with a portfolio of major clients to ensure they do not turn to competition.
• Acquire a thorough understanding of key customer needs and requirements to develop potential solutions.
• Resolve any issues and problems faced by clients and deal with complaints to maintain trust.
• Play an active role in acquiring new customers while maintaining a loyal client base.
• Compile reports on overall customer satisfaction, including suggestions for improvement.
• Provide superior client advice and oversight across multiple financial products and services.
• Coordinate with different departments to fulfill all client accounts and requests efficiently.
• Serve as the key link between the customer and internal teams to ensure quality service delivery.
• Monitor sales performance metrics and report on the status of accounts frequently.
• Negotiate contract terms to close sales and increase company’s revenues.
• Support marketing activities by attending trade shows, conferences, and other marketing events.
• Update and manage internal databases to accurately capture customer information and interactions.

Requirements

• Bachelor’s degree in Business Administration, Finance, or a relevant field.
• Proven work experience as a Relationship Manager or similar role in a financial setting.
• In-depth knowledge of customer relationship management strategies and business principles.
• Exceptional communication skills, both verbal and written, with the ability to influence.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Proficiency in CRM software and MS Office, particularly in MS Excel.
• Excellent negotiation skills and the ability to build rapport with diverse personalities.