Relationship Manager, Senior Job Description
Relationship Manager, Senior Duties & Responsibilities
To write an effective relationship manager, senior job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship manager, senior job description templates that you can modify and use.
Sample responsibilities for this position include:
Relationship Manager, Senior Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Relationship Manager, Senior
List any licenses or certifications required by the position: ICB, PFP, ITIL, PMP, CCEE, LOMA, V3, V2, CMDB, CTFA
Education for Relationship Manager, Senior
Typically a job would require a certain level of education.
Employers hiring for the relationship manager, senior job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Education, Finance, Economics, Accounting, Business/Technology, Management, MBA, Business/Administration, Real Estate
Skills for Relationship Manager, Senior
Desired skills for relationship manager, senior include:
Desired experience for relationship manager, senior includes:
Relationship Manager, Senior Examples
Relationship Manager, Senior Job Description
- Is primary partner advocate
- Manage partners P&L’s
- Drive financial forecasts and planning through development of marketing strategy and plans and financial models
- Experience with Sales Force, PowerPoint, Excel to develop and deliver quality presentations
- The job functions are not scripted
- Define renewal and cancel/save customer communication strategy to drive Office 365 consumer subscription renewal, save at point of cancelation, and win-back
- Define retention offer strategy including before and after point of renewal
- Acting as the key account representative to develop and drive sales pipeline
- Handling forecast, pipeline, and plan for achieving quarterly/annual quota
- Keep track on customer’s business and report any early warning signals
- Excellent communication/ interpersonal skills to ensure cooperation and team-work both within the team and cross department
- At least 8 years experience in both industry (FI) and client relationship management
- University graduate, major in Economic, Banking, Finance or Accounting
- In-depth knowledge of banking industry and NBFI sectors (preferred)
- Sound knowledge of products for financial institutions
- Active Series 7 and 63 licenses are required
Relationship Manager, Senior Job Description
- Communicate effectively with peers, superiors and subordinates, C-Level Executives on client and within the organisation
- Maintain proactive customer communication to foster a high touch relationship
- Successfully interact with other organizations within the organisation to deliver seamless implementations & service to clients
- Coordinate change management activities by liaising with clients, Global Change Management, and our Service Center (activities include patching, standard maintenance, and customer specific changes)
- Prepare, schedule and facilitate regular client service reviews according to established best practices
- Support our Client Loyalty program through customer education, and by encouraging client contacts to participate in the program by providing their feedback
- Maintains a general knowledge of cash management and deposit products offered
- Ensures high quality service, product delivery, and responsiveness to client needs
- Identifies potential operations and lending risks and assures proper documentation on all accounts
- Underwrites directly or manages the underwriting process of all loans
- Facilitates that larger transactions and relationships referred to Commercial relationship management and/or Small Business as appropriate for role according to prescribed Bank parameters
- May utilize the Small Business Credit Center and may act as a liaison between the assigned territory's Stores and the Credit Centers
- May assist in issue resolution (including delinquencies and problem credits) and activities related to credit support and product partners to support the regional strategy
- Works with Regional Vice President (RVP) to develop go to market strategies, may include partnering with Regional Market Manager (RMM) in leading prospecting campaigns and coordinating efforts with Store Managers
- Develops broader knowledge base of commercial and small business , other Company products and services, which may include loan policy, documentation, structuring and regulatory requirements
- Prepares and submits all reports may prepare management reports summarizing individual and team loan activity
Relationship Manager, Senior Job Description
- Analysing financial numbers and portfolio data before proposing any portfolio buyout from other financial institutions and providing the portfolio characteristics with the proposal note to board for smooth sanctioning of the proposal
- Managing end to end securitized books from initiation till completion including pricing with banks, NBFC's and other financial institutions
- Portfolio buyout includes getting pool data from originator as per selection criteria, analysing the same and finalize the pool after desktop due diligence and then physical due diligence wrt to credit, collateral and KYC and then finalize the pool for disbursals
- Executing deals for banking products with other financial institutions and this involves good relationship with other Financial Institutions and working with cross functional teams across the organization
- Maintain external reporting relationships such as regulators and external auditors
- Managing retention of entire mortgage book through re pricing/ offering different products, cross selling etc along with handling customer complain and grievances
- Preparing payout structure and contest rollout for sales channel partner for effective sales through DSA’s
- Providing analytical guidance on effective utilization of existing customer base through cross sell programs with focus on increasing business volumes with controlled delinquencies and optimal costs
- Monthly management reporting, updating reporting decks & management reviews with Finance Management as required for decision making
- Be responsible for the quality and delivery of term sheets and commitment letters
- Minimum 5 years of commercial banking experience
- In depth knowledge of a broad range of products and services
- Financial analysis skills going beyond traditional accounting based analysis
- Hands-on experience in closing complex deals in Enterprise market
- A real passion and understanding of the German Enterprise Market
- He demonstrates a good understanding of technology and the Internet – hosting, networking a strategic landscape
Relationship Manager, Senior Job Description
- Track metrics and KPIs for client satisfaction and NPS scores, completing scheduled service review meetings and developing meaningful KPIs that are measured and compared regularly
- Telephone prospecting & face to face cold calling
- Conducting client needs analysis
- Building solutions that include Hardware, Software, and Managed Services
- Conducting solutions demonstrations
- Presenting and closing solutions offers
- Managing clients throughout the lifecycle of their contracts
- Analyzes emerging technologies and work with business and BTO Leadership to translate implications of the new trends into an effective technology vision and strategy
- Work with Senior Relationship Manager on setting and driving client agendas across Barclays
- Liaise with partners internally across the Barclays Group to further the client agenda
- Master's Degree Preferred (strongly desired)
- Minimum undergraduate degree in relevant discipline required
- 5-10 years relationship management experience desired
- 5-10 years of industry experience, specifically in 403(b)/457, annuity, financial services or with
- Bachelors Degree in finance, business, accounting, economics or related filed required
- Proven ability to develop and cultivate complex customer relationships
Relationship Manager, Senior Job Description
- Team player who works well with portfolio managers, credit executives, products specialists and operations as needed
- Possess strong understanding of credit documentation and be able to properly negotiate legal documents effectively working with outside counsel
- Cross-sell cash management and credit solutions on a client needs basis
- Oversight of client's cash position and transfer approvals
- Perform regular client reviews
- Manage and create all Request for Proposal bank responses
- Respond to plan sponsors’ requests for information on a variety of issues, including on-going requests for plan amendments
- Obtain all necessary information, determine feasibility of requests, and submits requests to individual specialists for action
- Interface with management and internal support groups in order to research issues and coordinate responses to plan sponsors
- Assist in the collection, review and preparation of client information used for compliance testing and filings
- Product knowledge of ETFs, Alternatives, Cross-border Funds is a plus
- Strong interpersonal skills to work with Group Membership's relationship managers, Agency field management
- Strong writing skills to develop newsletters, presentations, marketing and business plans
- Successful Completion of Omega Lending for small business loans or equilvilant training
- Successful Completion of Omega Lending for CRE loans or equivilant training
- Extensive knowledge of Investors banking systems and franchise network