Relationship Manager

Overview:

Key Responsibilities:

• Develop and maintain strong relationships with clients understanding their needs and providing solutions
• Identify new business opportunities and partnerships to expand the client base
• Act as the primary point of contact for clients addressing inquiries and resolving issues in a timely manner
• Collaborate with internal teams to ensure seamless delivery of products and services to clients
• Prepare and present reports on client activity sales targets and forecasts
• Provide financial advice and guidance to clients understanding their investment goals and risk tolerance
• Negotiate and finalize contracts ensuring all terms and conditions are met
• Stay updated on industry trends and market conditions to provide valuable insights to clients
• Organize and attend networking events to build and maintain a strong professional network
• Conduct regular client meetings to review performance address concerns and explore opportunities for growth
• Manage and resolve client conflicts and complaints effectively
• Ensure compliance with regulatory requirements and company policies
• Collaborate with marketing teams to develop strategies for client retention and acquisition
• Participate in training and development programs to enhance knowledge and skills
• Contribute to the development and implementation of customer relationship management strategies

Required Qualifications:

• Bachelor s degree in Business Administration Finance or a related field
• Proven experience in sales customer service or relationship management
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Ability to analyze complex financial data and provide recommendations
• Proven track record of meeting and exceeding sales targets
• Knowledge of regulatory requirements and compliance standards
• Ability to build and maintain longterm client relationships
• Strong negotiation and problemsolving skills
• Proficiency in CRM software and MS Office suite
• Ability to work effectively in a fastpaced and dynamic environment
• Professional certification in sales or relationship management is a plus
• Ability to travel as needed to meet with clients and attend events
• Strong attention to detail and organizational skills
• Ability to multitask and prioritize tasks effectively

finance,communication,relationship building,ms office,interpersonal skills,relationship management,sales,problem-solving,communication skills,customer service,networking,crm software,business administration,client relationship,negotiation,regulatory requirements,sales targets,financial products