Senor Relationship manager

Overview

Key Responsibilities

• Develop and maintain longterm relationships with clients
• Maximize revenue through crossselling and upselling strategies
• Provide financial guidance and advice to clients
• Collaborate with internal teams to address client needs
• Lead negotiations with clients on contracts and pricing
• Monitor and analyze client performance and satisfaction
• Resolve escalated client issues and concerns
• Stay updated on industry trends and market conditions
• Prepare and present reports on client portfolio performance
• Implement retention and growth strategies for the client base
• Assess and mitigate risks related to client relationships
• Conduct regular client meetings and communications
• Manage a team of relationship managers providing guidance and support
• Ensure compliance with regulations and internal policies
• Identify opportunities for business expansion and market penetration

Required Qualifications

• Bachelors degree in Business Finance or related field
• Proven experience in relationship management or sales
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Ability to analyze data and make strategic recommendations
• Proven track record of meeting and exceeding sales targets
• Ability to lead and motivate a team
• Knowledge of industry regulations and compliance standards
• Excellent negotiation and conflict resolution skills
• Customercentric mindset with a focus on client satisfaction
• Proficiency in CRM software and Microsoft Office suite
• Ability to multitask and prioritize in a fastpaced environment
• Good understanding of market trends and economic indicators
• Certification in financial planning or related field is a plus
• Ability to travel as needed

negotiation,client management,financial analysis,communication