Assistant Relationship Manager - Corporate

The role of Assistant Relationship Manager - Corporate is a dynamic and challenging position that plays a key role in nurturing and enhancing business relationships with corporate clients. As an integral part of the financial services team, the Assistant Relationship Manager will assist in managing a portfolio of corporate accounts, ensuring utmost client satisfaction and retention. This position demands a proactive approach to identifying client needs and providing tailored solutions that align with their business objectives. You will actively collaborate with other departments to develop and implement strategies that foster long-term partnerships, ultimately contributing to the growth and success of the organization. The ideal candidate will possess excellent communication and problem-solving skills, demonstrating an ability to work effectively in a fast-paced environment while maintaining meticulous attention to detail. If you are passionate about building relationships and delivering exceptional service, this is the perfect opportunity to advance your career in corporate relationship management.

Responsibilities

• Assist in the management and servicing of a corporate client portfolio to meet their financial needs.
• Develop and maintain long-term relationships with corporate clients, enhancing customer loyalty.
• Analyze clients' financial requirements to recommend suitable products and services.
• Work collaboratively with internal departments to ensure seamless service delivery to clients.
• Prepare and present comprehensive reports and proposals to senior management.
• Conduct detailed risk assessments to reduce potential threats to client relationships.
• Identify opportunities for cross-selling diverse products, increasing revenue generation.
• Provide exceptional customer service by addressing client queries promptly.
• Track market trends to offer competitive financial solutions to clients.
• Organize regular meetings with clients to review and realign solutions to their evolving needs.
• Assist in resolving any account-related issues to ensure client satisfaction and retention.
• Support senior managers in strategic planning and execution related to corporate accounts.

Requirements

• Bachelor’s degree in finance, business administration, or a related field.
• Minimum of 2 years of experience in corporate client relationship management.
• Strong analytical skills for interpreting clients' financial information accurately.
• Excellent communication and interpersonal skills to interact with corporate clients effectively.
• Proven ability to manage multiple accounts and projects simultaneously under tight deadlines.
• Proficiency in using financial software and customer relationship management (CRM) systems.
• High level of integrity and professionalism, maintaining client confidentiality consistently.