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Job Description
- Relationship Managers role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them. Youll also be expected to identify possiblesales opportunitiesand generate new business for the company you work for.Far from being a self-absorbed money-orientated career, your role as a Relationship Manager is all based around your clients and their needs, so youll spend much of your day discussing their financial needs and keeping records. Other daily duties will include:
- Setting up meetings with new clients
- Researching the latest products and regulations
- Looking for new sales opportunities
- Relationship managers build strong relationships with customers and business clients. They seek out new business opportunities, advise clients on product/service solutions that meet their needs, and resolve any issues or complaints
- Relationship Manager Responsibilities:
- Maintaining a deep knowledge of company products and services.
- Building and maintaining strong relationships with prospective and existing clients.
- Researching and pursuing new business opportunities.
- Identifying clients needs and requirements and proposing suitable solutions.
- Providing clients with comprehensive product/service consultations and guiding their decision-making process.
- Upselling and cross-selling products/services to clients.
- Resolving complaints and issues efficiently and in a timely manner.
- Meeting sales/revenue targets.
- Ensuring client satisfaction.
Relationship Manager Requirements:
- Degree in management, marketing, communication, or a similar field.
- Experience as a relationship manager, in customer service, or a similar role.
- Ability to build and maintain strong client and business relationships.
- Proficiency in Microsoft Office and CRM software.
- Excellent communication and interpersonal skills.
- Good conflict resolution and problem-solving skills.
- Leadership and team management skills.
- Customer-oriented.
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