Relationship Manager Resume Samples

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P Nitzsche

Pat

Nitzsche

5497 Auer Overpass

New York

+1 (555) 174 7900

5497 Auer Overpass

New York

Phone

p +1 (555) 174 7900

Experience Experience

Houston, TX

Relationship Manager

Houston, TX

Crooks, Bergnaum and McLaughlin

Houston, TX

Relationship Manager

Identify Service Provider Management training gaps and collaborate with training department to assist in developing training to best support the network
Work as a team with the Market and Branch Managers to achieve Bank at Work relationship development, growth goals and objectives
Key areas of competence are: Relationship Management, Client Services, E-trading, Business Process Management, Workflow, and Project Management
Assist in building proposals by working with the sales director and utilizing workflow and inventory management platform
Work with manager to develop and manage strategic sourcing plans to achieve efficiencies, while maintaining the highest possible levels of service
Providing feedback to product managers and maintain strong working relationships with other PNC Bank lines of business
Identifies and provides input into new initiatives process/workflow improvements and program/policy changes

New York, NY

Dealer Relationship Manager

New York, NY

Ankunding Group

New York, NY

Dealer Relationship Manager

Drive dealers to improve business performance
Manage brand partner relationships, creating value and assisting in increasing product sales
Communicate dealer portfolio performance trends with dealership management
Contribute to the on-going development of policies, processes and systems
Partner with credit analyst/sales support in ongoing account management
Monitor and report on dealer performance, identify market trends and implement recommendations
Support ACS Vision, Mission, and Values through collaboration and commitment to the goals of the company, work teams, colleagues and leadership

present

Philadelphia, PA

Relationship Manager, Financial Institutions

Philadelphia, PA

Jaskolski LLC

present

Philadelphia, PA

Relationship Manager, Financial Institutions

present

Effectively manages relationships with all working parties
Be a team player and contribute to team work
Develop marketing plan, call on target customers, negotiate and structure new deals
Related industry knowledge
Effective communication and problem solving technique
Maximize return from the relationship profile by cross selling and promoting the products and services of the Bank
Familiar with China policies and regulations

Education Education

Bachelor’s Degree in Supervision

Columbia University

Bachelor’s Degree in Supervision

Skills Skills

The ability to retain and grow business in a TEAM environment
A self- starter who can develop deep relationships with Pension fund directors, Finance Directors, consultants, administrators and other third party stakeholders
Can demonstrate a strong understanding of client issues, proactively position appropriate products, and offer timely solutions
Able to demonstrate a collaborative approach to working with AMR and AMS colleagues to share and develop ideas and approaches to enhancing client relationships
Sound technical understanding of investments and ability to work with the portfolio management teams to deliver commercially-sensible solutions to clients
The ability to make a difference in the retirement readiness for employees throughout the Pacific Northwest
Strong results-orientation and process skills - able to prioritise and manage time effectively to proactively develop a large number of relationships
The ability to work with a BEST IN CLASS organization that has the known reputation for providing quality service to their clients
Strong representative of BlackRock at client conferences/industry forums
Prioritizes and works on multiple tasks effectively while maintaining high quality work results

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Relationship Manager, Financial Institutions Resume Examples & Samples

Generate sales inflow from business partners by proactively arranging various promotional campaigns such as seminars, briefings, training’s, fund manager briefings and outbound sales call etc
Establish and maintain excellent relationship with business partners via regular contacts and meetings and act as a day-to-day client contact
Provide timely investment information to business partners and maintain their awareness of Franklin Templeton Investments
Maintain a database of business development, sales and marketing activities and monitor any follow up items
Prepare and update sales presentations and regular communication materials, together with support from the Marketing team
Work with Client Service team to ensure regular client reports and ad-hoc queries are responded to on a timely basis
Back up team members in all kind of marketing and ad-hoc activities
Contribute to sales presentations, marketing meetings and client reviews as required
A University degree preferably in a business, finance or marketing discipline
3 to 5 years working experience in finance, sales and marketing related field, experience in top tier fund management firm preferred
Experience to work within or deal with wholesales channels
SFC License (Type 1) and MPFA License
Excellent verbal and written communication skills in both English and Chinese (Cantonese and Mandarin)
Self-motivated, detail-oriented and energetic team player
Hands-on experience of using PowerPoint, Excel and Chinese word processing
Ability to perform multiple tasks in a fast paced, team environment
Available to travel for a high activity level of face-to-face selling

Relationship Manager, Trading Resume Examples & Samples

Document and drives retail and institutional trading technology solutions to ensure they meet the business and regulatory needs
Understands and applies enterprise wide thinking to individual departmental requests for IT investments to ensure end-to-end process and data integration are achieved
Leads projects to successful completion as defined by predetermined project success criteria including these established by the business, capital expenditure and budget requirements
Influences the prioritization of business unit trading technology projects, optimal project structure and project administration to ensure strategic business objectives are met and risk is managed
Applies the Raymond James SDLC methodology, works with the relevant parties to improve it where necessary and ensures that all IT resources understand their responsibilities in this process. This requires a good understanding and experience in software development, using either a waterfall or an agile approach
Focuses on workforce management to accurately capture IT resource capacity involving resources (internal and/or external), processes and practices
Develops and maintains development methodology (templates, processes and deliverables) and ensures all IT resources understand their responsibilities in this process
Introduce new technologies and approaches to solving business problems. As such having used contemporary tools and techniques in the context managing the trade life cycle across various product
Remains up to date on key technology, business and industry trends
Helps ensure retail and institutional trading initiatives are accountable for attaining strategic/project goals and objectives
More than five years of analyst experience, three years as an analyst team lead or project manager
Understanding of the trading lifecycle from order generation to execution for various security products and how to integrate trading components seamlessly into the trade lifecycle
Skilled in Vendor Management, Project Management, Enterprise Implementation, and Application Development
Financial services industry experience specifically with trading systems required
Series 7 highly preferred
B.S. in finance, computer science, MIS, or related degree
Builds a cohesive team, and develops structure & direction to meet or exceed customer needs
Leverages systems & processes to attract, develop & retain talented individuals
Provides feedback, empowerment and coaching to help others excel in current and future job responsibilities
Creates a trusting work environment where people can realize their full potential
Ensures customer perspective is driving force behind business decisions and activities
Ensures customer solutions, practices and procedures are carried out and achieve their objectives
Builds strategic partnerships within the organization to collaboratively execute business goals
Interacts with others in a way that promotes openness & trust and gives confidence in one’s intentions

Relationship Manager Resume Examples & Samples

Delivering against team sales and revenue targets by generating leads from existing clients and prospects and delivering against opportunities created across the full range of BlackRock's products and services
Have input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies
Working with consultants to create and develop solutions for Pension Fund clients utilising product and investment knowledge
Defending "assets at risk" through on-going dialogue and positioning other options where appropriate
Demonstrating proactivity in building in-depth knowledge of BlackRock’s full product set and operational capabilities to aid query resolution and to assist with the design and delivery of external communication/reporting
Gathering information from clients and consultants to provide feedback to help support sales planning by representing the needs and trends of the client base
Taking ownership for account reviews and new business pitches, monitoring progress to resolution and ensuring that responses are timely and of a high quality
Sharing information internally, ensuring that Account Manager Service (AMS) team are fully supported in delivering client and consultant service levels and delivering service enhancements
Guarding against exposing BlackRock to operational risk
Strong track record in Account management, sales, cross-selling and defence
High level of technical, product and market knowledge, preferably VBA/CFA
He/she will be an experienced investment professional with broad technical expertise spanning
All major asset classes including fixed income, equities, property and other alternatives
Liability driven investment and liability hedging
Excellent communication skills, highly articulate and able to tailor communication style to the audience
Broad understanding of the Dutch pension fund market, investment industry and competitive landscape
A self- starter who can develop deep relationships with Pension fund directors, Finance Directors, consultants, administrators and other third party stakeholders
Can demonstrate a strong understanding of client issues, proactively position appropriate products, and offer timely solutions
Able to demonstrate a collaborative approach to working with AMR and AMS colleagues to share and develop ideas and approaches to enhancing client relationships
NativeDutch speaker and Fluent in English

Relationship Manager Resume Examples & Samples

Mentor junior team members
An established institutional investor network, and their key stakeholders
BA/BS degree. MBA/CFA is desired
Has, or is willing to obtain, the series 7, and 63 licenses

Relationship Manager Resume Examples & Samples

Support GCC client management processes and vision--this includes the management of day-to-day relationship manager performance needs and the ongoing leadership of strategic projects
Lead cross-functional projects that develop tools and processes to: 1) enable Relationship Managers productivity and performance; 2) facilitate client interaction, including relevant outreach to GCC clients; and, 3) bring to life client performance reporting, program insights, and growth opportunities
Develop client-facing account review presentations, in collaboration with business analytics teams and relationship managers, helping to tell the story that facilitates client health, growth and retention
Communicate cross-functionally and align with partners to confirm business priorities and validate direction on client enablement projects
Continuously adjust plans and innovate to ensure optimal health of the GCC client portfolio
Relevant consulting, project management, or planning experience
Champion of change—proven track record of assessing the big picture, organizing thoughts and a plan of action, driving change through others
Track record of delivery and results—especially in transformative environments where new processes/structures need creation
Proven communication and collaboration skills—enable the success of the team in parallel with contributing individually to deliver value to the business
3-5 years relevant industry experience, including customer relationship management (CRM) process/tools experience
Product/process development experience in leading initiatives from concept to delivery on through user adoption
Able to travel up to 5%

Relationship Manager Resume Examples & Samples

Identifies improvements to existing systems/products, and opportunities for new products and services. Sells value-added products or services to existing accounts
Develops and implements educational programs designed to improve client’s transaction processing performance
Education/Experience

Relationship Manager Resume Examples & Samples

Minimum 8-10 years industry experience with a strong command of Korean financial services markets, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
Proven ability to work professionally and effectively across diverse product and service capabilities
Enthusiastic and team orientated

Relationship Manager Resume Examples & Samples

Maintain a personal portfolio of High Net Wealth clients and provide them with a high standard of client service, ensuring effective channels of communication and that their financial requirements are met in accordance with established service standards and procedures
Maintain regular contact with existing clients and develop opportunities to further cross-sell and up sell the WM products and services, where necessary introducing the appropriate specialists to help further strengthen the relationship to meet individual sales targets
Look for opportunities to solicit referrals for new clients from existing client book and grow client book through regular trips into region
Liaise with product specialists to facilitate management of relationships which require specialised knowledge
Manage the risk associated within running and managing a book of clients this is to include overdraft management, operational risk, reputational risk, money laundering, compliance and general operation, custody and investment procedures
Ensure Client Profile, Client Investment Profile and Call Report are completed promptly and correctly
Achieve annual financial targets and pre-defined goals / objectives

Relationship Manager Resume Examples & Samples

As part of a dynamic sales team, you are expected to perform the following
Ensure world class and personalized service delivery for clients
Ensure full compliance with corporate policies, laws and regulations
Manage and develop high net worth client relationships
Knowledge of investment products and the overall investment process
At least 3-5 years' experience in the Investment and Wealth Management business
Strong analytical/problem solving skills
MBA or Business Degree holder with at least 3-5 years' experience in the Investment and Wealth Management business
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience

Relationship Manager Resume Examples & Samples

Establishing strong relationship with the onshore business and close working relationship with referral markets
Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule. -Taking responsibility to build relationships with key clients and influencers inside the referral businesses, instilling a sense of teamwork and pro-activity, and work closely with covered regions / countries to increase the client database through sourcing new client referrals
Responsibility for ownership of KYC(Know Your Customer) for the client base, e.g. completeness of account opening documentation, timely completion of Enhanced Due Diligence of customers
Communication skills (both oral and written) in at least English and one other language to suit the markets covered, which would be Russian for this requirement
Developed client service and sales skills as well as being a good organiser of both own and others time
Full FSA qualifications with a minimum standard of IMC Unit 2 and CeFA papers 1-4 or equivalent
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Candidates who do not meet the FSA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period
For individuals who do not hold the IMC or CEFA qualifications it is a requirement of the Training and Competence Scheme that the job holder must pass all required examinations within 3 attempts and within 12 months of commencing the role

Relationship Manager Resume Examples & Samples

Establishing strong relationship with the onshore business development team and close working relationship with referral markets
Source new target market clients that support the attainment of business objectivesand targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs
Responsibility for ownership of KYC(Know Your Customer) for the client base, e.g., timely completion of Enhanced Due Diligence of customers
Full FCA qualifications with a minimum standard of IAD papers 1-3 or equivalent
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Candidates who do not meet the FCA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period
For individuals who do not hold the level4 RDR qualifications it is a requirement of the Training and Competence Scheme that the job holder must pass all required examinations within 3 attempts and within 6 months of commencing the role

Relationship Manager Resume Examples & Samples

Relationship Manager will be responsible for partnering with internal clients in the development of a strategy for their respective organizations. The strategy needs to be based on intimate knowledge of the organization and its business domain and processes
This role will partner with internal businesses to drive the implementation of the strategy
Responsibilities include designing and implementing measures around productivity, innovation, cost efficiencies, source of resource utilization and overall alignment with organization’s broader reengineering goals
The RM is expected to be knowledgeable on and leverage industry standard re-engineering principles, methodologies and tools to drive the development of the strategy. Ideal candidate is required to have a broad understanding of the global labor market and how to successfully operate in it. In addition this employee will be responsible to Program Manage the execution of strategy to include design through implementation as well as governance and post implementation process improvement
Bachelors or Master’s Degree with strong background of academic excellence preferred and 6-10 years of experience in Financial Services and direct, branded Consulting Firms
Significant experience driving large scale programs for senior levels of a financial services organization
Prior experience in designing, building and Execution of Business Sectors’ Resource and Location Strategies
Ensure strategy meets the client’s needs, Citi’s policies and requirements, legal and compliance requirements and utilizes industry best practices
Build engagement, trust and book of work with internal clients at a senior level
Drive strategic R&LS programs using R&LS methodology and focus on transformation efforts around role/process reengineering to right place roles
Build and facilitate program governance; manage change control, ensure program benefits are met while managing risks
Manage a matrix team of professionals, both inside R&LS and outside partners
Lead multiple programs simultaneously. Programs manage strategy design efforts and then implementation and operation of the strategy as required
Significant functional knowledge of Citi business lines and/or Global Functions – particularly HR, Finance, Risk, Audit, Compliance & Legal, and Hands-on experience in R&LS methodology – fully conversant in phase deliverables, data enrichment tools/process, opportunity analysis, business case development, and migration management
Extensive prior experience that demonstrate: Excellent relationship management skills Negotiation and influence skills with senior executive. Re-engineering Skills and Methodologies (Six Sigma, Lean, CMMi, IITL, etc.)
Excellent communication (written and verbal) skills and ability to work independently Financial Services Business Knowledge – e.g., Capital Markets Experience In-depth understanding of the global labor market and trends Strong working knowledge of remote operating models

Relationship Manager Resume Examples & Samples

Design, build and execute business sectors’ Resource and Location Strategies. Drive the development of the resource and location strategy in concert with the senior leadership team and client organization leadership and managers. Leveraging and build on Citi’s resource and location strategy methodology. Ensure the strategy meets the client’s needs, Citi’s policies and requirements, legal and compliance requirements and utilizes industry best practices. Provide/assess/implement tools and best practices - create, refine, improve and adopt such tools and best practices. Build and maintain strong working relationship with clients to enable the above
Responsibilities
Bachelor’s degree required with 6+ years of financial services consulting experience (direct or consulting firm) with significant recent experience of driving large scale global transformation assignments for senior levels of a financial services organization
Strong background of academic excellence
Build engagement, trust and book of work with internal clients – typically Director (C15) and Managing Director level (C16+)
Drive strategic R&LS programs using R&LS methodology
Drive transformation efforts around role/process reengineering to right place roles
Build and facilitate program governance; manage change control, ensure program benefits are met while managing risks Manage a matrix team of professionals, both inside R&LS and outside partners (e.g., CRS, CPS, CSCs, CTI, DPO, etc.) in the course of program management Program manage strategy design efforts and then implementation and operation of the strategy as required
Significant functional knowledge of Citi business lines and/or Global Functions – particularly Finance and Human Resources Hands-on experience in R&LS methodology – fully conversant in phase deliverables, data enrichment tools/process, opportunity analysis, business case development, and migration management
Outstanding influence and communications skills, particularly with senior executives
Client-centric mindset
Strong track record of results – gets deliverables done on time with high quality; meets deadlines
Clear sense of urgency. Leads and drives work in partnership with clients – seen as a trusted advisor Management consulting, transformation, and change management skills and experience Ability to work independently to build a client-centric book of work High energy, self-starter; excellent team player Certified PMM, LEAN/Six Sigma (preferably Black Belt or greater)

Relationship Manager Resume Examples & Samples

Acquisition of new CitiGOLD/affluent/mass affluent customers by effectively employing the sales process. Actively soliciting new customers
Be conversant with the understanding of global capital markets
Be fluent with the working and understanding of investment and Insurance products – mutual funds, structured notes, bonds, term insurance, hybrid insurance etc
Being responsible for the financial & service transactions for one’s own portfolio of customers: deposits, transfers, withdrawals, bill payments, subscriptions, redemptions, Switching etc
Providing product information and timely updates on banking and investment products and thus actively seeking to acquire, deepen, retain and satisfy profitable relationships. 8. Monitoring and stemming attrition of customers and AUMs
Providing personalized service
Supporting the Branch/ Unit Manager in developing and implementing strategy to become a significant financial services provider in geography- as measured by market share
Providing customer/marketplace feedback to Sales/Distribution head to assist in decision making and enhancing offerings
Contributing positively to the team cause by sharing of best practices. Spreading energy and optimism amongst colleagues
Building an image of repute and respect for Citi in the community and in the minds of the customers
Expert sales skills
Superior communication and relationship building skills
4-6 years of hospitality, / sales or retail banking experience, with relevant experience in Relationship sales management, preferably in financial services or financial planning. Travel Required: up to 50-70%

Dealer Relationship Manager Resume Examples & Samples

Demonstrated people management skill and ability to influence
Experience managing a sales territory
Knowledge of indirect auto finance industry
Excellent sales presentation skills to motivate new clients to use our services and product
Thorough knowledge of Indirect finance products (retail/lease)
PC skill (Lotus, Excel, Microsoft Word) desirable
Willing to travel up to 75%

Relationship Manager Resume Examples & Samples

Establishing strong relationship with the onshore and offshore business and close working relationship with referral markets
Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB/Citi UKC sales processes through pre-agreed calling and contact schedule
Proactively meet customer needs by advising clients on investment and protection needs from a whole of market and multi-ties offering
For individuals who do not hold RDR level 4 qualifications it is a requirement of the Training and Competence Scheme that the job holder must pass all required examinations within 3 attempts and within 12 months of commencing the role

Relationship Manager Resume Examples & Samples

Typically assigned to maintain and enhance relationships with the decision makers at small to mid-plan sponsors
Interaction with Executive level Management team members coordinated through IR senior management
May participate as a representative to outside groups and associations
Requires intermediate conflict resolution skills to maintain client relationships
May assist in the implementation of initiatives on process/workflow improvements and program/policy changes
Can work independently with simple to moderately complex plans or assignments
Assignments are received in the form of results or due dates expected however, incumbents have some freedom to decide on work priorities and procedures to follow
4 or more years of client relationship management, institutional retirement plan sales, and/or retirement plan consulting experience
Experience developing a sales track record with TIAA CREF clients
Demonstrated experience managing key relationships at client institutions
Basic knowledge of financial products/services and the features/benefits of TIAA-CREF products and services
Understanding of the basic IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules. Working knowledge of nondiscrimination rules and ERISA requirements
Strong presentation skills using Microsoft’s PowerPoint, Excel and Word applications

Relationship Manager Resume Examples & Samples

Possesses a university degree/college diploma and/or 8+ years progressive business analysis/business consultant experience, supporting and leading large and enterprise-wide projects
Possesses broad/diverse business knowledge of a range of functions, products, and/or systems, or expert knowledge of specialized functions, products and/or systems
Possesses extensive practical experience in application development and/or business partner solution delivery
Understands current technology trends and process quality methodologies and how these can be applied to the business partner’s business
Possesses financial/business management expertise
Demonstrates expert understanding of the Enterprise’s financial processes, in particular those used within T&O
Exhibits solid knowledge of project management disciplines, practices, and processes
Understands the Requirements Management Process, software development, and engagement processes
Understands the T&O organization (i.e., the relations between different technology areas) and stays abreast of the current organizational state
Understands and is familiar with the application of techniques associated with data modeling, process modeling, and user-centred design within the context of the organizational standards
Demonstrates expert relationship management, communication, negotiation, and interpersonal skills
Demonstrates advanced coaching, and mentoring skills
Exhibits advanced strategic business visioning, and planning
Possesses expert influencing and negotiating skills
Demonstrates solid problem solving and analytical skills
Is able to manage change and cope with complex and ambiguous situations

Relationship Manager Resume Examples & Samples

Receive escalated calls from front line Relationship Managers
Receive calls directly from our partners to resolve customer inquiries
Resolve escalations to the benefit of Barclay’s and our Customers
Ensure one-contact resolution
Quickly understand and analyze customer needs
Track all associated call escalations to identify service failures and potential training opportunities
Take ownership of all follow-up work necessary to service customer requests
Provide support to other high touch interaction points as necessary (i.e. retention, charter groups, executive office)
Speak/write knowledgably about Barclays products and services
Contribute ideas and recommendations for improvements to the department and company
Update and alert management to any trends or potential service delivery failures that require immediate attention
Adhere to Barclay’s compliance regulations and security policies
Receives guidance from policy and procedure, but are expected to utilize judgment in carrying out assignments in the best interest of the Customer and the Company
Expected to handle escalated contacts with minimal guidance from policy and procedure, and direct management
1-3 years customer service experience in banking or credit card Online Service Center, demonstrating superior performance (if external candidate)
3+ months experience in department, demonstrating superior performance through consistent achievement of scorecard metrics and customer service skills (if internal candidate)
Excellent verbal communications skills; able to deliver feedback effectively and express thoughts concisely
Thorough knowledge of Online Service Center systems, procedures, and regulations
Excellent judgment, professionalism, leadership

Relationship Manager Resume Examples & Samples

Management of relationships with TDS TS vendors including a role in cross functional and cross business unit sourcing teams as well as in negotiation efforts with suppliers
Monitor the performance of agreements and the overall relationship with vendors including the administration of effective report card programs to ensure adherence to SLA’s and operational targets
Performance of regular vendor risk assessments to determine risk with regards to financial solvency, business dependency, replacement time and cost, employee/client exposure, dollar spend, reputation and ownership considerations and industry trends
Take a leadership role in the negotiation of pricing, terms and conditions with vendors, work with internal and external legal counsel and as well as cross functional areas of the organization to ensure contracts and agreements meet TDBFG policies and standards
Follow governance process frameworks for interactions and integrations with all vendors
Ensure that vendors are compliant with TDBFG policies and industry regulatory obligations
Works with internal and external stakeholders in a way that positively engages their support using problem solving, persuasion, and proactive communication skills
Translates business and IT requirements skillfully using most-appropriate approaches to identify, evaluate and select the right vendors in partnership with TDS TS partners
Helps establish common goals between key stakeholders and vendors, and drives communication between both sides
Administers commercial and financial arrangements with vendors including billing, invoicing, performance/penalty adjustments and internal chargebacks, where appropriate
Analyzes market trends in technology and IT service delivery. Studies market and technology developments that involve leading and emerging vendors, evolving pricing models and emerging service delivery models
Plays a lead Supplier Risk Management role in assessing, tracking and reporting risk critical and material supplier relationships – consistent with OSFI B10, and OCC regulatory requirements

Relationship Manager Resume Examples & Samples

Grow Contribution to Profit (CTP) of the Portfolio
Meet or exceed annual sales, revenue, volume & new customer objectives
Build new relationships and deepen existing customer relationships by consistently following the Commercial Sales methodology
Negotiate to maximize profitability of relationships with new and existing customers based on the customer risk profile ensuring appropriate credit RAROC is earned at all times
Cross-sell the full range of products to existing and new customers, as applicable, to maximize revenue/profit and retention of relationships based on the risk profile of the customer
Meet or exceed shadow portfolio goals; develop and actively manage a shadow portfolio and document in CARMA
Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals
Maintain excellent knowledge and understanding of agriculture business fundamentals and TDCT products/services; act as advisor on Agriculture solutions that match customer needs
Develop and maintain strong relationships with assigned area to ensure a co-coordinated internal and external market approach to Agriculture Services within the territory
Actively participate in Area and branch Agriculture Services meetings, initiatives and campaigns, etc
Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank. Complete all compliance training and attestations within required timelines
Assess credit requests to determine risk and make appropriate recommendations to the Analyst for structuring the credit deals
Oversee the management of accounts to ensure they are appropriately monitored and remain within guidelines and assigned limits
Be knowledgeable of and comply with Bank and Industry Codes of Conduct
Understand the market and the industries within the portfolio to ensure value added service is provided to clients while mitigating risk to the Bank

Relationship Manager Resume Examples & Samples

Bachelor's degree or diploma holder
Relevant working experience in sales & marketing environment (preferably banks or FMCG)
Preferably with 8 years or more of experience in managing and devising marketing proposals/plans key accounts
Minimum 2 years working experience in Merchant Acquiring business
Understanding of marketing and creative development process
Good command of both written and verbal English
Good skills in preparing marketing presentations and possess analytical skills to make business decisions
Good leadership qualities to be able to lead, guide and support fellow team members
Presentable, confident and friendly
A team player, independent, proactive, result-oriented and a goal-getter

Relationship Manager Resume Examples & Samples

Get duly certified for Investments and Insurance products. This is a basic requirement to be qualified for and continue in the role of WM Relationship Manager
Achieve present revenue targets. Acquiring and building relationships with Banking customers and investors in UAE
Advise investors on Wealth Management products such as Mutual Funds, Structured Notes, Foreign Exchange deposits, leverage / overdraft / margin funding, Fixed Income Securities etc
Have a good understanding of global investment markets and opportunities and various factors affecting these markets
Cross-sell investment & insurance products to high-potential and existing relationships of Citibank UAE
Build Citibank’s presence and position as investment advisor for different ethnic segments in the market by organizing micro marketing events with the help of Marketing unit
Acquire new customers per month from database calling, cross-selling, micro marketing initiatives and leads from advertising support. Need to show initiative and creativity in acquiring new customers for Wealth Management products
Work with Product Management, telemarketing, local branches to identify initiatives and products that will help acquire new investment customers for the Bank
Performance against sales & revenue targets are amongst the key result areas which affect appraisal, rewards and career growth in the role of Relationship Manager
UAE market / banking experience with relevance to Investments, Insurance and deposit products as well as UAE investor psyche is highly preferred
Strong knowledge of financial products and services, financial markets and economic environments/market knowledge

Relationship Manager Resume Examples & Samples

Demonstrated expert relationship management skills at the most senior levels. Track record of developing business through these relationships. Expert conflict resolution skills
Demonstrated success in all phases of the sales cycle, including the ability to close the sale
Well-developed leadership skills, including the ability to manage without authority
Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements. Working knowledge of defined benefit plans as they relate to TIAA-CREF's business

Relationship Manager Resume Examples & Samples

Achieve preset revenue targets. Acquiring and building relationships with Banking customers and investors in UAE
Advise investors on Wealth Management products such as Mutual Funds, Structured Notes, Foreign Exchange deposits, leverage / overdraft / margin funding, Fixed Income Securities etc. Provide need based products
Ensure complete adherence to Compliance and Sales practices in addition to timely disposition of AML alerts
High sales drive and energy levels. Ability to thrive in high-pressure sales environment
Ability to nurture and build strong relationships with customers
Prior experience with investment products such as Mutual Funds, Insurance, equity, fixed-income (bonds) etc is highly preferred
Excellent teamwork skills
Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile

Relationship Manager Resume Examples & Samples

Achieving and exceeding revenue budgets on the portfolio to be assigned
Operate within approved expense budgets
Not less than ten new customers booked in a year with a minimum revenue of US $ 50m p.a. per customer
No loss of customers as a result of relationship issues. Limited or minimal customer complaints
Maintain high team work
NIL compliance issues
Meet deadlines on all assigned tasks
High quality and good credits. Minimum or NIL cost of credit
Innovative ideas and positively contribution towards improvement of marketing efforts
Identification of risk and the ability to help the dept put controls in place to mitigate the risks
Understanding of credit processes and policies. Establish and maintain a training schedule for self development
Keep abreast with the developments and dynamics within the bank and the industry

Relationship Manager Resume Examples & Samples

May perform supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff
May plan, assign, monitor, reviews evaluate and lead the work of others
May coach and mentor subordinates, identify training needs and recommend appropriate development programs
Ensures the movement of assets from other custodians to the firm
Proactively works with IAD firms to increase assets in the offices
Work with existing office to understand their business issues and needs and offer suggestions regarding practice management solutions
Assists Business Development associates as needed in the recruiting process of potential advisors
Work with Divisional Manager and various departments to improve procedures and increase service levels
Work with mutual fund companies to participate in the no-transaction-fee platform
Act as a point of contact for home office employees when specific issues need to be addressed
Educate and familiarize advisors and/or their staff on back office operations and the services they provide to assist in increasing the transfer of assets to the firm
Assist in educating home office staff regarding the differences between IAD and our other divisions
Conduct on-site visits with IAD firms
Ensure that advisors are kept up to date on latest platform and product enhancements
Oversees approval of new accounts
Principles of finance and securities industry operations
Preparing and delivering clear, effective, and professional presentations
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Plan, assign, monitor, review and evaluate the work of others and lead high performance teams

Relationship Manager Resume Examples & Samples

Possess the interpersonal skills necessary to work in a highly demanding team environment. Be a complete “team-player”
Can perform under pressure and work to deadlines
Responsible, committed and self motivated individual
Highly accurate worker, with high level of attention to customer and detail
Able to organize own work, and manage own time
Proactive attitude
Flexible to work on various very different tasks
Capability to work cross-culturally with people from many nationalities and background
Business Degree in Business Administration, Finance or Economics
Work experience in financial services and in banking
Work experience in client management (escalations, handling, etc.)
Trade, cash management, foreign exchange, lending product capabilities
Experience in internal and external client management/relationship management
Very good knowledge of internal systems
Local regulatory and credit knowledge/experience, recent credit course will be a plus
Very good knowledge in using customary IT applications e.g. MS Office, etc

Relationship Manager Resume Examples & Samples

Identify priority customers using the Customer Prioritisation Guidelines to assess their present and potential contribution
Gather all the required information that is needed to prepare and assess credit applications. Role holder will be expected to input certain key information such as judgmental information (They will work closely with SME Credit)
Monitor and control the quality of the portfolio using “Condition of Sanction” triggers where possible and in accordance with RM guidelines and Bank policy
Manage “Early Warning List” customers to reduce risk, following H.O. and Regional guidance provided
Adhere to procedures and guidelines within the BB RMCD
Day-to-day support to Enterprise Bankers and branch staff in provision of consistent service quality and risk
Manage own leave plan
Offer support as per business request
Relationship skills
Risk skills
General Corporate skills
Leadership and team skills
Product skills
Presenting and Communicating information
The jobholder will be required to have a detailed knowledge of the core set of Business Banking products
For Complex products, a good knowledge will be required sufficient to:-
Recognize the changing needs of the customer
Identify products/service that best satisfies customer need
Introduce the product/service
Co-ordinate the introduction of the relevant Group product specialist
Deal with customers directly as required
A good knowledge of the products & services available in the Personal Sector is also required to satisfy the individual financial needs of business owners/key individuals
The jobholder will require a broad understanding of policies and strategies across the Group as they relate to the demands of the customer base
Enterprise Banking,
Customer relationship management
Risk assessment and management
The jobholder will need to be able to communicate in such as way as to ensure their ongoing credibility when dealing with financial controllers of companies, in addition to owner-managers
The jobholder’s portfolio will consist of a full range of Business Banking customers, including the more challenging customers, who will often be subject to competitive approaches from other banks
Business development activity will be similarly demanding

Dealer Relationship Manager Resume Examples & Samples

Minimum 3 years experience in consumer finance and business development
Knowledge and or relationships in the Auto Industry will be considered an asset
Strong achievement motivation and demonstrated ability to meet sales targets
Proficiency with Microsoft Office: Word, Excel and PowerPoint
Willingness to travel, with valid driver's license and reliable vehicle

Relationship Manager Resume Examples & Samples

Manage a portfolio of Swiss SAM clients to deliver new origination, resulting in net new revenues for Citi, by expanding the wallet penetration through cross-sell of the ICG product platform, while protecting existing revenue streams. Full accountability for the entire wallet of the client
Partner with Corporate Banking Parent Account Management teams, Risk, Service organisation, product and sales teams, in order to achieve the best solutions for the client
Big focus on prospecting new SAM clients and acquisition of new business from these clients and building up a local relationship
Design and deliver innovative TTS and Non-TTS solutions to help the clients manage their regional balance sheets, working capital and supply chain activity to meet their corporate goals. Particular focus on trade finance, trade services, lending/financing and risk management (FX, IR, commodities hedging)
Ensure we are fully connected with all Global Banking compliance and risk management policies. Manage credit allocations as and work on stand-alone credit reviews as required
Become a true trusted advisor to local CFOs / Treasurers. Identify & anticipate structured / corporate finance, as well as TTS solutions to meet the requirements of the clients
Analyse performance results – interpret and adapt strategy to optimise services and financial performance.
Demonstrable experience in a local / regional / multi-regional product, or RM role
In-depth understanding of Banking products: Loans, FX, Derivatives, Cash Management, Trade Finance, Trade Services
Credit experience: in-depth knowledge of credit policy, credit analysis experience
Strong proven financial and business acumen
Strong presentation and sales skills
Self-motivated, highly ambitious and goal oriented with a track record of consistent revenue growth generation
Credit Officer experience is advantageous
Fluent English is required and German and/or French language skills are advantageous

Relationship Manager Resume Examples & Samples

4 or more years of institutional consultative sales and client relationship management experience
Proven ability to grow the business by creating successful internal partnerships
Requires strong conflict resolution skills to maintain client relationships
Demonstrated ability to independently maintain relationships and to consistently deliver on business outcomes
Demonstrated ability to apply strategic thinking in growing the business and achieving client focused goals

Relationship Manager Resume Examples & Samples

Grow and manage an active portfolio of Citigold clients
Diploma in Financial Services is highly desirable
Experience within the finance/superannuation industry with a track record in sales performance

Relationship Manager Resume Examples & Samples

Assist respective sectors/business units with the completion of the Call Tree Notification, Criticality Tiering Matrix,
Process Maps, Recovery Requirements (including WAR seating, Telephony etc.) as a result of business changes and/or projects
Assess the suitability of the Bank's recovery strategy in line with any changes/projects within the sectors/business units
Consult and involve the other BCM Office teams (including the WAR Operations and Education & Awareness teams) where the strategies differ from current capacity or capabilities
Take steps to ensure testing is effectively managed and executed for the various sectors/business units in line with Absa BCM policies, testing framework revisions and audit requirements by interacting with the BCM Testing Manager
Take steps to ensure that the training of the BCC's is effectively managed and executed for the various sectors/business units in line with Absa BCM policies and audit requirements
Engage the Education & Awareness Manager to ensure the effective and appropriate scheduling of BCM training and awareness sessions in the respective sectors/business units
Monitor RM's progress in communicating Business Unit tiering changes and updating of the results in the BCM tools
Perform periodic interviews/surveys with the various sectors/business units to ascertain levels of service satisfaction for services provided by Relationship Manager's and the BCM office. Prepare responses to issues identified and notify the Head: Business Continuity Management if required
Provide WAR related feedback to the WAR Operations and Education & Awareness teams
NQF Level 6: B Degree
Qualifications Required (Essential)
Degree in Business Management
Diploma/Certification in Project Management
Diploma in Economics/Banking
(3) Years and more experience in BCM-related field
(2) Years in banking industry in a role where incumbent has been exposed to multiple environments in a bank
Knowledge of Windows and related MS tools
BCM and all its components
Facilitating skills
Analytical capability
Ability to conceptualise for BCM the bigger

Dealer Relationship Manager Resume Examples & Samples

3+ years of experience within account management, sales, negotiations, or supervisory support within the acquiring industry
Demonstrated ability to work through collaboration with cross-functional teams is a must
Demonstrated experience involving client negotiations
Proven ability to diagnose merchant needs and create real-time, innovative solutions
Background clearly indicates having a dedication to the Voice of the Customer and factually support opportunities for change
Experience managing external clients in a B2B environment
Bachelor's degree in business administration, accounting, marketing or other related fields is strongly preferred
MS Office suite of products knowledge as an end user
Client Relationship Management software tools experience preferred; such as Salesforce and PeopleSoft
Candidates must have a solid understanding of merchant processing; including pricing, interchange management, equipment options and settlement review
Successful problem solving, decision making, time management and organizational skills
Real-time abilities to provide clear and concise oral, written, presentation communication skills
Ability to work under pressure and maintain flexibility and adaptation to change and new direction on short notice
Ability to identify issues or challenges requiring escalation
Ability to work under tight timelines and pressure of client driven deliverables and expectations

Relationship Manager Resume Examples & Samples

Acquire new customers through referrals of current customers, and through marketing activities. Maintain a pipeline of new deals
Prepare credit proposal for new to bank relationships and discuss with Business/Risk seniors on the case in terms of client’s financial ratios, business model etc
Manage existing base of client relationships and timely submission of annual review cases to Risk/Credit Analysis Unit
Primary point of contact with customer for all service escalations
Handle documents related to client’s on-boarding with the Commercial Bank and keep the client abreast of the status
Act as back-up for other RMs as and when needed by the business
Coordinate with Transaction Services team to conduct CitiDirect training for clients
Initiate and participate in micro-marketing activities for your area to support customer acquisition
Experience in a client acquisition role in UAE
Commercial/Corporate Risk skills
Sales/Closing skills and ability to multi-task
Language skills: English, Arabic (Desirable) and any other languages

Relationship Manager Resume Examples & Samples

Meet or exceed RM CEI target and be actively involved in ensuring the unit meets or exceeds its CEI target. Deliver exceptional service at every interaction and execute on plans to continuously improve the customer experience
Actively use CARMA Sales to build a robust understanding of our customers/targets needs, industries and markets
Structure creative competitive solutions to meet customer needs
Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities
“Deliver the Bank” by recommending, introducing and referring appropriate TDBFG Business Partners
Embrace and promote a positive environment that supports a diverse workplace
Actively participate in the performance management process including performance reviews, feedback and coaching sessions as well as performance and development discussions
Seek knowledge both formal and informal in line with PDP objectives
Lead, support, mentor and provide guidance to your team and within your unit

Relationship Manager Resume Examples & Samples

Knowledge of Retail banking products as a plus
Diversified knowledge (both common and professional)
Excellent presentation and negotiation skills
English: intermediate +
Experienced PC user

Relationship Manager Resume Examples & Samples

Acquire business — Prospect in the assigned territory to bring in new business customers, and develop and work with Centers of Influence to expand the customer base within the RM Channel. Responsible for developing and servicing relationships with high-end small businesses and complex accounts resulting in P&L growth. Commercial client acquisition focuses upon deposit (DDA) gathering and loans exceeding $250,000
Expand and retain relationships — Profile new and existing commercial clients to ensure cross-sell of deposits, credit, and other bank products. Follow up on all business accounts to ensure the full opportunity has been captured Typical portfolio consists of approximately 75 - 100 customers
Partner — Work with other bank partners to uncover sales opportunities among both current and potential business customers. Provide a high level of customer service to business clients and manage the banking relationship
Refer — Identify Consumer product opportunities among business owners and refer to other specialists to effectively capture. Identify larger business opportunities and refer more complex customers to the MM Channel
2+ years of direct Business Banking Relationship Management and Business Development experience or related business lending experience
Bachelor's Degree in Finance or related field, or equivalent work experience required
Strong knowledge of credit products and processes e.g. Commercial/Business Loans or Lines of Credit
Ability to cross-sell products, along with proven sales and product expertise with business clients
Highly advanced relationship management, new business development and sales prospecting skills
Able to handle most problems/exceptions in an independent manner
Seeking a customer focused individual with good interpersonal skills and communication skills

Relationship Manager Resume Examples & Samples

Footings Growth (CA/SA/TIDE/AUM/ AAFA)
Fee Revenue
Ability to create rapport with peers and other units like service/operations, compliance, senior RMs, lending teams etc
Total Experience – 5+ years
MBA from Tier 2 or 3 campus
Monthly revenue target across all lines – INR 8 lakhs and above
Grade – R/S

Relationship Manager Resume Examples & Samples

Communication skills (both oral and written) in at least English and one other language to suit the markets covered, which would be Greek for this requirement
RDR level 4 qualified
For individuals who do not hold qualifications it is a requirement of the Training and Competence Scheme that the job holder must pass all required examinations

Relationship Manager Resume Examples & Samples

Regular client calling to ensure the following-
Identification of possible incremental opportunities for new products / services implementation
Identify requirement for enhanced credit appetite for the customer
Cross sell of flow based services such as cash and trade
Housekeeping – Deferral closures, CADD renewal, CRM usage, PSL support and FX Pulse usage/transition
Prepare Account Plans for key names as per BGT format and track achievement against the same
RoRC tracking for portfolio
Good credit skills including ability to manage stress clients during downturn
Abilty to engage across levels internally and externally (Client )
Manifest senior leadership with management of the client / Company to get greater share of banking wallet

Relationship Manager Resume Examples & Samples

Develops and enhances business partnerships by building trust with our client's key decision makers to drive client satisfaction, retention, and an overall positive client experience for the Major Accounts Comprehensive Services clients managed
Applies industry and practitioner knowledge to understand and support our client's business objectives and strategic direction through utilization of our offering
Proactively delivers increased value by demonstrating continuous improvement and change management best practices throughout the life cycle of the client
Client Engagement - Develops strong and positive relationships with clients for strategic support of their initiatives and proactive interaction to raise awareness of trends, legislative compliance, and best practice recommendations
Acts as a liaison between the client and ADP by serving as an internal client advocate and coordinating communication among the various internal business partners
Business Development -- Partners with ADP Sales for sales opportunities through communication of the business, governance, and service delivery model through sales presentations for prospective clients
Onsite Strategic Account Reviews with clients managed. This process serves to help identify ways to align the Comprehensive Services delivery with the client's strategic plans and HR business objectives
Change Management -- Monitors and manages the change and risk associated with the client's business requirements, applies communication skills, and partners with the client to successfully manage change with ADP Standard Operating Procedures and incorporates Change Control process as applicable with the ADP Team
Identifies and manages risk and mitigation plans with the client
Internal Process Compliance -- complies with defined methodology for all deliverables during client implementation and ongoing services for escalated issue management and resolution with service teams
Recommends process improvements as needed
Business Intelligence -- maintains ongoing education for competitive business intelligence and keeps abreast of new trends in the marketplace
Internal Collaboration -- Contributes and leverages information / knowledge with other peers and internal business partners to promote more efficient client engagement
A minimum of 8 years of progressive career experience with demonstrated proficiency in managing large, complex client account relationships with multi-process HCM technology and outsourcing services combined with HR Practitioner experience(preferably in an HR management capacity)
Experience managing clients with Human Capital Management (HCM) technology and outsourcing services
Human Resources practitioner and/or Health and Welfare Benefits industry experience
Must have demonstrated and proven ability to dialogue with executive level client contacts
SPHR/CPP/CEBS certifications are preferred

Relationship Manager Resume Examples & Samples

Includes approximately 25-30% travel based on client needs
Remains open to new ideas and new approaches
Minimum of 5 years experience in a professional services, implementation, client services, sales, humanresources or payroll/finance environment with a proven proficiency in managing client relationships
Must be able to build relationships and understand the client's needs
Ability to manage service recovery as necessary

Relationship Manager Resume Examples & Samples

Actively perform as the lead contact and primary relationship manager for ultra high net worth family office clients, as assigned
Perform various selected FOS services for family member clients, as engaged in their FOS agreement and further described below. Such services would require the RM to respond to client projects and requests, analyze and respond to critical issues on behalf of the family, and provide timely and accurate results and reports to family members
Provide specific technical expertise in the areas of accounting, financial analysis, transactional data, and operational requests
Prepare and/or review financial summaries and consolidated balance sheets
Review performance reporting prepared by an outside provider
Review expense reporting and financial statement reporting prepared by our Household Accounting Services
Provide knowledge and oversight on topics such as risk management consulting, estate planning, philanthropic consulting, business entity consulting, etc
Participate in and develop opportunities for marketing calls and presentations with Merrill Lynch Private Wealth Advisors and Financial Advisors
Participate in weekly internal FOS conference calls to discuss matters pertinent to the team
Quicken or QuickBooks proficiency is helpful, though not required
Internet research skills
Undergraduate degree in a related field is required
One or more advanced degrees in a related field and relevant professional certifications such as: CPA, CFP, MBA, LLM, CFA are required
Characteristics expected in this position should include the abilities of being a self-starter, disciplined, multi-tasker, focused, thorough, analytical, precision to detail, accurate and efficient
Any prior experience working in a CPA firm, financial planning firm, Merrill Lynch or another investment firm which has provided the individual with relevant experience is a plus

Relationship Manager Resume Examples & Samples

Strong reporting and/or business intelligence experience
Senior level Microsoft Excel with strong experience in creating analytical reports
Experience and understanding of various areas within the HR Function
Good Short-term/Long-term Strategic Planning Skills
Effective communicator with ability to communicate across all levels of the organization
Fast learner having the ability and aptitude to adapt to working on fast-paced projects
Detail oriented; able to articulate and document business requirements effectively and clearly
Able to work under pressure, manage multiple high priority deliverables and meet deadlines with the flexibility to quickly adapt to ever changing business questions and needs
Willing to commit to working extended hours as deadlines require
Ability to operate in a collaborative and cooperative environment and must possess the strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
Must be customer-centric and demonstrate exceptional customer service
Must possess the ability to work and research/resolve issues independently while sharing best practices and knowledge with colleagues
2+ years experience with reporting or business intelligence tools (Tableau, Qlik View, etc)
2+ years experience in creating reports/queries using SAP Business Objects XI R2 or higher

Relationship Manager Resume Examples & Samples

To identify and covert target customers leveraging on cross border channels
To achieve sales and service goal under increasing customer demand and keen market competition
To establish, maintain and develop strong relationship with target customers and deliver high quality service
To actively explore clients’ banking needs and proactively sell a full range of bank products including Trade, Cash, FX, and Loans and corporate finance
To strictly abide by the requirements of compliance and internal control on sales activities

Relationship Manager Resume Examples & Samples

Extensive (at least 5-7 years) primary corporate and investment bank management experience with top international or US bank with strong product knowledge and a demonstrated ability to cross sell global products and solutions
MBA/Master's equivalent/CFA preferred
Demonstrable track record of strong revenue generation and new business development
Extensive industry contacts in the U.S., preferably in the Northeast region
Solid credit background gained within a reputable credit training program or equivalent
Excellent communication, presentation and marketing skills
Self-starter with strong leadership skills and team orientation

Relationship Manager Resume Examples & Samples

Diploma in Financial Services or similar and RG146 compliant
Strong Investment sales experience
Treasury background highly desirable
Experience within the Finance/ Superannuation industry with a track record in sales performance
In depth analysis, problem solving and negotiation skills
A good focus on service quality
Ability to build long term relationships with clients and networks
Mandarin & Cantonese speaking skills are an advantage

Relationship Manager Resume Examples & Samples

Grow the business through product volume, new client acquisition and increasing the number of products held per client
Implement an active 'call program' to increase client growth in target industries
Develop effective working relationships with overseas colleagues to deliver seamless services to clients
Work with product partners and other business units to identify opportunities and execute solutions

Relationship Manager Resume Examples & Samples

Manage more than 20 accounts, >USD 3MM revenue
Deliver high levels of customer satisfaction
Sponsor and Approve 3+ credit relationships per annum
Grow revenues by > 10% p.a
Prospect conversion of at least 2 names
Achieve product cross sell of at least 4 products per customer
Ensure credit standards are applied in acquiring assets and monitoring
4 years’ experience in banking
Quick thinker, who can translate rapid decisions into immediate action
Strong selling skills

Relationship Manager Resume Examples & Samples

Two years customer service experience or equivalent
Ability to identify and resolve issues/exceptions and interpret/analyze data
Proficient PC skills, particularly word processing, spreadsheet and data base software
Ability to acclimate to an ever changing environment

Relationship Manager Resume Examples & Samples

Manage complex, multi-product client relationships as a banker in the Western United States
Proactively market clients and prospects; represent eastern Canadian companies in the local banking and business communities; and develop a network of referral sources
Regular travel

Relationship Manager Resume Examples & Samples

Develop and implement continuous (independent and joint) calling programs and interactions/discussions with assigned accounts and on prospective clients to create a continuous flow of incremental business opportunities
Credit process initiation, including proposal preparation, loan administration and remedial action as required
Negotiation of loan/credit terms and conditions, pricing determination for various products, closing of transactions and follow up after sales
Responsible jointly with Risk / analyst for annual credit review of all assigned relationships credit
Responsible for initial and interim credit review of assigned relationships
Design and sell, in conjunction with product managers, solutions that meet customers’ particular needs
Work closely with Citiservice in providing account management and customer service to key customers
Responsible for achieving revenue goals from assigned relationships in the most cost effective manner
Maintain asset quality to avoid delinquent or impaired asset portfolio
Ensure timely renewal of CADDs and maintain zero CADD expiry
Assist the PSIT Head and Corporate Bank Head with business, risk, compliance and control reports and monitoring
Minimum of a first degree
10 years work experience
Minimum continuous credit and financial analysis experience of 4 years or relevant experience from other areas of the bank or other companies
Customer management and negotiation skills
Origination and execution skills
Strong knowledge of Citigroup credit policy
Ability to recognize and exploit business opportunities
Understanding the impact of constant regulatory changes on customers businesses and in converting them to business opportunities
Ability to optimally coordinate the activities of the different units within the bank in order to deliver good quality service to the customer
Designing strategies and products to enable Citibank stay ahead of competition
Ability to convince customers to adhere to high compliance/ethical standards of Citibank for transaction processing in a non-compliant environment
Problem loan recognition capability
Strong Risk Knowledge and application will be an added advantage
Demonstrable client management skills
Excellent communication skills (including listening)
Strong leadership skills/potential
Organizational savvy
A BSc/ BA degree
An MBA or professional qualification will be an added advantage

Relationship Manager Resume Examples & Samples

Proven Relationship Management experience in Commercial Lending
Good understanding of Cash Flow lending
Strong desire to work in a collaborative environment
Results focused individual

Relationship Manager Resume Examples & Samples

Growing, retaining and attracting long term profitable customer relationships and becoming the clients trusted financial partner through needs based solutions
Sells full product set of the bank for the segment
Regularly advances the sale and/or qualifies the opportunity by gathering pertinent information in advance of product partner introduction
Creatively applies product and policy knowledge to tailor customer solutions
Developing a qualified prospect list
Identifies cross-sell opportunities for each assigned relationship. Markets to assigned clients a broad range of financial products to include, but not limited to: credit, capital markets services, treasury management services, asset management, PNC Advisors and employee benefit products
Leads credit structuring with portfolio (account) management group by assisting with deal structuring to meet client's overall needs
Minimum three years of relationship management experience selling banking products in the appropriate segmentation required
Proficient in credit underwriting fundamentals and prior credit experience including financial analysis required
Extensive knowledge of credit and non-credit products required
Consultative sales approach required
Strong understanding of banking products and investment regulation processes required
Bachelor's degree required majoring in Accounting or Finance
Excellent communication skills, written and verbal required
Excellent organizational skills required

Relationship Manager Resume Examples & Samples

Experience generally acquired through five or more years sales/client service experience, preferably in wealth management
Knowledge of investment management strategy, process and products, trust solutions, general financial and/or estate planning techniques, banking and lending products
Possess proficient interpersonal communication, writing and group presentation skills

Relationship Manager Resume Examples & Samples

Support Senior RMs / Bankers on more complex client transactions
Work closely with internal partners to develop innovative solutions to meet specific client needs
Implement calling plans, call tracking, and joint pipeline reviews with Senior RMs / Bankers to ensure maximum deal origination is taking place across your client portfolio
Knowledge of Corporate and Structured Finance products
Quick learner and has the ability to apply new products or services quickly and effectively

Relationship Manager Resume Examples & Samples

College degree, specialized training or equivalent work experience. MBA or advanced degree preferred
Minimum five years of combines business, project management and team leadership experience required
Experience with projects in multiple technologies, functions (e.g. transaction management, risk management, etc) and industries
Experience managing geographically distributed and culturally diverse work-groups with strong team management, leadership and coaching skills
Project management certification a plus
Knowlege of outsourcing methodologies and operating models, and working with professional service firms
Excellet written and verbal communication skills
Ability to pull together Contractual, Financial, and Analytical information and create strategic recommendations
A strong understanding of business procedures, financial services Products and computer systems
Excellent leadership, communication, negotiation, project management, planning, organizational, analytical, decision-making, and problem solving skills

Relationship Manager Resume Examples & Samples

Grows, retains and attracts long term profitable customer relationships and becomes the clients trusted financial partner through needs based solutions
Consults with internal partners on products beyond basic loan structuring and pricing
Develops a qualified prospect list
Effectively manages and builds a portfolio of clients in the commercial and/or middle market segment
Identifies cross-sell opportunities for each assigned relationship
Markets to assigned clients a broad range of financial products to include, but not limited to: credit, capital markets services, treasury management services, asset management, PNC Advisors and employee benefit products
One to three years of relationship management experience selling banking products in the appropriate segmentation required
Knowledge of credit and non-credit products required
Basic understanding of banking products and investment regulation processes preferred
Bachelor's degree required with a major in Accounting or Finance preferred

Relationship Manager Resume Examples & Samples

Build trusted advisor relationships with key clients
Maintain and enhance effective client contact
Perform in the best interest of clients
Institutionalize client relationships through cross-selling firm products
Regularly engage clients in capital discussions while effectively balancing client and Citi objectives regarding returns and capital optimization efforts
Strive to successfully manage client portfolio and deliver on expected revenue
Ensure redeployment of capital to highest value relationship
Effectively identify and communicate potential or existing risk issues
Assist in improving overall wallet and market share
Collaborate with regional partners to encourage cross-border client dialogue
Understand and comply with AML and Sanctions policies and procedures that apply to my area of responsibility
Review and maintain awareness of AML and Sanctions red flags that may be indicative of potentially suspicious client conduct
Energetic, excellent communication & time management skills

Cib Relationship Manager Resume Examples & Samples

Minimum 10 years of Corporate or Investment banking experience including as a Global Relationship Manager (or equivalent) with a current client portfolio
Must be fluent in Spanish.**
Experience originating, negotiating and leading transactions. * Extensive corporate finance product knowledge including credit, capital markets and derivatives as well as other financial products and services. * Previous experience cross-selling DCM, Cash Management Services, trade finance, multi-product solutions, and risk management solutions (interest rate, commodity and foreign exchange) in the US and globally. * Demonstrated pro-active ownership and expertise in managing credit risk * A highly professional and polished individual with an entrepreneurial spirit and approach as well as strong overall business acumen. * Must have a Bachelor's degree in Business, Economics or related field. * Series 7 certification preferred

Relationship Manager Resume Examples & Samples

Degree qualified in a finance related subject
Proven ability to build and maintain strong customer relationships
Strong track record of meeting or exceeding sales targets
Sound judgment and decision-making skills
Strong commercial acumen and business development skills
GCC/regional experience is preferable

Relationship Manager Resume Examples & Samples

Primary contact for multiple clients of varied size and across different industries
Manage and provide high level service to assigned accounts to support client retention and exceed client expectations
Provide high level of proactive service including timely response and follow up; routine outreach to provide ongoing support and program consultation
Coordinate and manage client service requests and ensure timely delivery from other departments
Identify client goals and resources and consult clients on best practices
Health management program design, including incentive plan and communication plan strategy
Online program configuration and review through proprietary portal
Custom report delivery
Management and resolution of client issues
Assist with contract renewal and service expansion
Coordinate special events such as health fairs, wellness summit’s and healthy cooking demos
Wellness committee program planning and support, as needed
Assists training new staff including mentoring
Business development support, as needed
Internal application management
Bachelor’s degree in business, marketing, health promotion, or public health
3-5 years experience managing health promotion and health management programs
High-energy, results-oriented approach to account and project management

Relationship Manager Resume Examples & Samples

Manage a portfolio of Private Banking account relationships. Expand account relationships through the sale of additional Company and Group products and services to increase fee-based income and contribute to maximized economic profit
Refer other HSBC product areas (e.g. Trust and Insurance), as applicable
Communicate and meet with customers on a pro-active basis. Respond to their inquiries and requests in a timely and accurate manner according to established service quality standards
To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Any failures to comply with the above should be reflected in year end performance assessments
Daily discretion within assigned authority. Decisions beyond assigned authority are referred to higher management for approval
Minimum of seven years proven and progressive private banking, investment, lending and broad-based banking and finance experience or equivalent
Bachelors degree and preferably MBA, CFA or equivalent experience and large bank credit training
Strong negotiation, credit, communications, organizational, analytical, customer service, sales and problem-solving skills
Strong networking ability and client following

Individual Business Regional Relationship Manager Resume Examples & Samples

Drives continued growth to TIAA-CREF’s individual solutions through ongoing communication, coaching and educating of advisors and consultants within an assigned territory
Develops strategic territory plans in conjunction with regional leaders and business partners
Presents at Individual and Institutional team meetings; regional and national strategy meetings; conferences, benefits fairs, and may participate in Institutional Requests for Proposals
Collaborates with Individual Product Management and Marketing partners to develop sales resources and communications
Operates with a mindset of continuous improvement, identifying gaps and driving changes that will positively impact revenue for the Individual Business
As a representative of the Individual Business, in an assigned territory, the Relationship Manager will serve as the liaison between client-facing teams and the Individual Product Managers
Extensive travel required within assigned territory (roughly 50% of the time)
5+ years of client facing (internal/external) experience
10+ years of financial services
Industry Designations: CFP, CHFC…
Experienced professional with demonstrated success in a referral, sales and/or revenue generating environment
Business to Business sales experience preferred
Individual client facing sales experience required
Experience with evaluating customer needs (internal and external) and providing applicable financial suggestions and solutions to meet those needs
Comprehensive understanding of the Individual Business suite of products
Possesses understanding of banking products and banking regulations
Comprehensive knowledge of retirement products, policies, services and practices
Ability to develop sales strategies with limited direction
Highly motivated with an entrepreneurial approach
Expert negotiation and influencing skills; the ability to bring others along and influence across all levels within an organization
Excellent relationship management skills; the ability to develop and sustain relationships across all levels of an organization
Strong oral, written, and presentation skills; the ability to communicate a message effectively through multiple mediums

Citigold Relationship Manager Bayshore Resume Examples & Samples

Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc
Ability to build and leverage strategic working relationships both externally and internally

Citibank Berhad Kl-merchant Relationship Manager Resume Examples & Samples

Min. Diploma or a related discipline required. Bachelor’s Degree in any disciplines would be preferred
Min. 3 to 4 years relevant experience in a financial/Tele-Communication/Insurance/IT industry or E-Commerce business
Good Sales Acumen and proven track records of accounts and business growth

National Relationship Manager Resume Examples & Samples

Drives merchant growth through consultative support, internal marketing and sales teams
Establish and maintains strong relationships with key decision-makers/executive contacts with Integrator
Advising Partners on latest payment trends and resolving post-implementation portfolio issues
Strategize and participate in the development and execution of marketing plans that drive new business
Support BD Directors in expanding the size/increasing the loyalty of the Partner portfolio, by working to form a more comprehensive, holistically satisfying relationship
Trouble-shoot challenges, provide meaningful reporting, and actively participate in partner quarterly business reviews (QBRs)
Work to bring certified integrators under contract to increase potential for portfolio expansion
Administer enforcement of contractual or certified agreement with Partners
Provide coaching, direction and guidance to sales teams; conduct and participate in regular team meetings with the sales force to ensure knowledge sharing
Manages projects that further Chase Paymentech's net revenue and that make it easy for the Partner to do business with Chase Paymentech
This position will locate in the Dallas, Salem, Tampa, San Francisco or New York offices to facilitate better interaction with key groups; product, client relations and sales
Responsible for client management across various industries
Bachelor's degree in Sales, Marketing, General Business or other related field with minimum 5+ years with software development, technology or payment processing experience
Minimum 5+ years experience working with multiple verticals such as petroleum, lodging, retail and card-not-present. Example integrators may include, but are not limited to: Micros, Epicor, Verifi, GoPago, Miva, etc
Minimum 3+ years advanced level experience in Microsoft Office Suite ( Access, Excel, Powerpoint) in developing trending analysis and review financial aspects of business required
CISSP
Excellent interpersonal, written and oral communication skills and the ability to present and influence at an executive level
Outstanding leadership, management and team building skills
Ability to strategize with top Partners at a leadership Level
Marketing background a major plus
Payment Card Industry Data Security Standard & Payment Application Data Security Standard (PCI, PA-DSS) knowledge
Track record of exceeding quota expectations and building strong integrator relationships
Problem-solving, analytical skills and the ability to balance multiple tasks simultaneously are essential
Attention to detail and mental concentration are necessary for accurately performing tasks and tolerating frequent interruptions

Relationship Manager Resume Examples & Samples

Business Results: deliver revenue targets (mainly local corporate's) from assigned portfolio
Apply target market criteria and ensure appropriate due diligence, AML and KYC work is satisfactorily and efficiently completed
Create individual marketing and relationship building plans for each target name, including specific revenue/product plans in coordination with all product partners and the risk chain, and execute on this strategy for each relationship based on acquiring market/ wallet share, revenue and risk/return targets
Work with product partners to organize and provide support in origination, structuring and execution of the bank’s suite of products
Manage and grow a portfolio of borrowing and non-borrowing relationships
Applied a disciplined relationship process to deliver a robust pipeline and reliable returns
Ensure timely approval of all credits and strict adherence to internal credit and compliance procedures
Develop a clear understanding of the implementation process for Cash, S&T and banking products, including a good working knowledge of documentation requirements, crucial to both marketing and accelerated deal closure
Monitor/analyse daily and weekly control reports (Excess/CRMS/Deferral/Account services etc) and take or coordinate for appropriate action
Ensure adherence to bank's policies & procedures including credit, controls, documentation & compliance
Perform and support in departmental functions- MCA co-ordination and testing etc
Shape the client dialogue
Become the client’s trusted adviser and the client’s first point of call
Appropriately leverage interaction of regional industry experts
Coordinate with other RMs and other units as required
Proactively manage the bank’s capital deployed to respective clients so as to ensure superior returns on equity
Support the Coporate Bank Head on submitting key deliverables (plan, strategic, portfolio and credit review, etc…)
Minimum of 57 years banking experience; with solid knowledge of local environment, transactional banking, legal documentation and general banking
Minimum of 5 years Relationship Management experience
In-depth understanding of banking products – cash management, trade, FX, lending, etc
In-depth local industry knowledge and understanding of compliance, global and local regulatory requirements
Experience in working with and within a matrix organization and cross-functional teams
Diverse knowledge of the local market, competitive environment, and local regulations
Experience in at least one, (preferably two), of the following fields: Credit/Banking/Loan Products and Operation/ Service Delivery
Self-confident and motivated
Dynamic and highly energised
Strong communicator with the ability to network and build strong, solid relationships
Strong planning and organisation skills and able to multi-task
Strong interpersonal, communication and presentation skills
Ability and desire with minimal supervision
Ability to interface effectively and independently with strong personalities (internal and external)
Ability to originate and execute
Strong team player, given the cross functional role
Creativity, initiative and resourcefulness
Accountability and ownership
Ability to set priorities and work under pressure
Attention to detail/high degree of numeric skills
High performance and ethical standards
Good credit knowledge and analytical skills
High level MS skills, especially Excel & PowerPoint
Good understanding of banking products - loans (short and long-term), CTS and standard Treasury (FICC) products
Process and control
Fluent in English (Written- Essential / Spoken - Average)
Academic degree in Finance / Economics / Accounting / Business Administration / Law or related field

Relationship Manager Resume Examples & Samples

Partners with a Regional Director in order to execute a business plan in order to generate business and grow AUM within Calamos Wealth Management
Proactively generates leads and identifies ways to increase assets
Meets new asset goals by meeting with prospects and assessing their fit with the firm
Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls. Identifies and pursues leads generated from a variety of established sources
Engages clients by actively reaching out to them and fulfilling any requests for information
Serves as the main point of contact on a daily basis to clients within the territory; strives to meet or exceed client retention goals
Responds to requests for RFP’s and works with other associates in the firm in order to gather the necessary information and submit in a timely manner
Prepares presentations and materials for client meetings
Interacts with clients and attends meetings with the Regional Director. May assist with closing new business
Maintains a high level of understanding of the investment industry; is able to present all Calamos Wealth Management capabilities while keeping abreast of competing strategies and products
Enhances and builds upon relationships by meeting with clients or through effective proactive telephone calls, as well as handling specific questions and resolving account problems
Logs all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc
Consistently works to deepen existing relationships with high-net-worth investors to increase both our value added support to them and their assets with Calamos
Performs related duties as assigned
Bachelor’s degree is required in business or other related discipline. Advanced degrees or certifications are given additional consideration (MBA, CIMA, CFP, CFA, AIF, etc.)
5 to 10 years of work experience in the Financial Services industry required
FINRA Series 65 required
Must have outstanding written and verbal communication skills, superior sales skills and an excellent client service aptitude and attitude
PC Skills in Microsoft Excel, Word and sales database applications

Relationship Manager Resume Examples & Samples

The candidate possess minimum bachelor's degree (min GPA 3.0)
Able to communicate in English (speaking, writing, and listening)
Good attitude and interpersonal skills
Required experience in the Relationship Analyst field

Junior Relationship Manager Resume Examples & Samples

Serving and developing a significant international book of independent asset managers and their HNWI/UHNWI clients
Professional Onboarding of new independent asset managers and their clients
Organize own book of work as well as the Assistant’s support in a highly efficient as well as effective way to meet client expectations and deadlines at all times
Similarly high focus on the avoidance of regulatory and operational risks for the clients as well as for the bank
Willingness to go the extra mile at all times to make the difference for the client
Partnering with EAMs in own book to help them achieve their own strategic targets
Understand the client’s needs and find solutions that truly add value
Provide cover for colleagues

Relationship Manager Resume Examples & Samples

Provide support to the Senior RMs in servicing their clients including serving as a back RM, facilating the production and delivery of reports, meeting books and ad-hoc requests
Facilitate the orchestration of CM resources to best serve our institutional clients. Work with portfolio, research, legal/complaince, product, marketing, operations, and senior management. Maintain all client interactions and current client data in Salesforce
Reach out to clients to discuss matters related to the clients’ portfolio(s). Respond to all client inquiries including, but not limited to, questions regarding performance, portfolio attribution, statements/custom client reporting, portfolio guideline changes, investment management agreements, trading-commissions-directed brokerage and soft dollars, personnel changes at firm, capabilities, etc
Arrange logistics, create presentation materials, host internal pre-meeting, manage meeting, responsible for follow-up and documentation in Salesforce. Some limited travel may be required
Own the on-boarding of new clients engaging with multiple business units including operations, client reporting, compliance, legal, sales and portfolio management
Broaden existing relationships through solutions-based cross-sales in partnership with Senior RMs, sales and consultant relations. Maintain a detailed knowledge of the firms focus strategies and initiatives along with all policies and procedures relating to client facing personnel
3 to 5 years of relevant experience
Aptitude for investments and a track record interfacing with clients
An organized person, flexible in responding to the group as a whole (a team player), excellent communication skills
Able to work in fast-paced environment and the ability to develop relationships within the firm to get the work done
Must be able to handle multiple assignments, understand how to prioritize and be extremely detail oriented
Series 7 and Series 63/66 or ability to obtain

Relationship Manager Resume Examples & Samples

Partnering with a team of BDMs to screen and write commercial deals in line with Macquarie's credit appetite
Managing relationships with active Commercial Brokers and other referrers
Managing a portfolio of business banking clients across a specialised list of industries
Managing both Property and Cash Flow lending requirements whilst also working with our Business Development Managers to drive new client acquisitions
Working collaboratively with a team of Credit Risk Analysts to ensure high quality credit proposals are submitted whilst you build stronger relationships with your client base
Strong understanding of Cash Flow & Property backed lending

Relationship Manager Resume Examples & Samples

7 years of credit experience *Completion of Formal Credit Training such as credit "boot camp" at a financial institution
Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry
Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs
Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in recommending approval. Ensures the quality of all business introduced to the Bank
Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate
Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues
Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management
In conjunction with the Underwriting Group, monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues
Maintains awareness of competitive products, practices, rates and changes in market conditions

Relationship Manager Resume Examples & Samples

Marketing of new Corporate clients as well as retaining existing relationships
Arranging and attending risk focused client visits
Obtaining and analyzing financial statements from clients
Preparing credit approval memos in line with the requirements of Citigroup
Obtain credit approvals and respond to credit comments
Preparing marketing plan and maintain high discipline in executing the plans i.e. calling and closing of all identified opportunities
Preparing reports and credit programs as may be assigned
Monitoring the performance of portfolio credits through review of triggers, discussing and taking appropriate actions on all identified deviations on assigned credit portfolio
Maintain frequent communication with Parent Account Managers on new opportunities and updates on existing relationships
Collateral perfection and evaluation
Consistency and orderly maintenance, organization and culling of credit files
Respond to ARR comments/discussions
Credit problem identification and communication. Initiating appropriate actions
Early identification of problem credits and recommending appropriate actions

Relationship Manager Resume Examples & Samples

Build monitoring and reporting capabilities around a process performance dashboard to drive continuous improvement
Define E2E process improvement heat maps and prioritization of initiatives
Ensure overall alignment across process domains with the strategic priorities of GT In essence, this means you will be the key driver for helping Group Technology transform

Relationship Manager Resume Examples & Samples

Maintain close relationship with sales, service, and product management partners to ensure clients receive value in the services offered
Establish and strengthen senior level contacts within each client relationship. Develop and leverage relationships to ensure “first call / first to know” position
Leverage industry knowledge, market insight and client philosophy and needs with a view to developing opportunities
Ensure effective customer retention strategies deployed through regular contact to identify competitor threat and take action to implement plans to protect business
Represent RBC in the appropriate industry marketplace including participation in industry associations and events
Leverage full RBC enterprise capabilities and remain closely aligned with RBC Capital Market partners and other platforms to ensure client needs are addressed
Improve / grow your capability with a personal development plan that ensures skills/knowledge/ accreditations are up-to-date
Foster a winning attitude by demonstrating an ability to embrace & champion change through innovative ideas/solutions
Develop industry expertise, couple with “understanding the client” philosophy and needs, with a view to developing opportunities
Engage team leaders, Managing Directors and Business Heads in the Observational Coaching Process as part of skills development
7+ year’s portfolio management experience overseeing a diverse and complex corporate group of clients
Experience working with MS Office Suite
Ability to stakeholder and manage demanding business partners
Strong communication and presentation skills with the integrity and confidence to liaise with executives and senior management
Excellent ability to navigate complex organizational dynamics
Strong analytical and technical skills
High degree of organization and ability to multitask and shift priorities
Strong problem solving skills with the ability to innovate
Professional written and verbal communication skills
Strong interpersonal skills and the ability to work effectively both as an individual and within a team environment
Travel required in both the USA and Canada

Relationship Manager Resume Examples & Samples

Upselling RBC Group Advantage products to existing sponsors (including sponsor employees)
Identifying referral opportunities for the Mortgage Assistance Program
Introduce and refer sponsors to the capability of partners and other channels
Previous successful sales experience in the financial industry (i.e. Financial Advisor, Senior Account Manager Business Personal, Commercial Account Manager, Financial Planner, Branch Manager etc.)
Knowledge of Group RRSP, Group DPSP, and Group Investment Account will be considered an asset
Demonstrated sales success in meeting and exceeding sales targets
Ability to work with senior management and executives at Sponsor in order to promote and sell new plans to new sponsors. Ability to identify and approach key decision-makers
Independent and entrepreneurial spirit

Relationship Manager Resume Examples & Samples

Manage client relationships and the portfolio to maximize client retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization
Build and enhance the portfolio by acquiring new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities. This includes working in collaboration with the Business Development Officer and establishing a high and positive profile within the market
Ensure profitability of the business by supporting revenue achievement, controlling expenses, reviewing profit performance and taking corrective action as necessary
Demonstrate behaviours that delivers an exceptional service culture, supports partnering behaviour, and capitalizes on individuals’ expertise and knowledge of investment and wealth advisory services to provide “best in class” service and overall relationship management to high net worth clients
Support business development efforts and client servicing by actively participating in Atlantic Trust client events
Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely
Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with requirements
High Net Worth Clients
Intermediary network
As the manager of people, this job must ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies, standards, guidelines and control requirements
Bachelor degree and/or MBA, CFP, JD, CTFA
7+ years experience in trust and account administration
Experience in personal tax, financial planning and/or investment management
Relationship management skills and investment credibility required to make persuasive recommendations to sophisticated, knowledgeable and high net-worth clients
Ability to establish productive relationships between various internal leaders and specialists
Business development skills required to identify opportunities from external contacts and existing clients
Developed sense of judgment, professionalism and service orientation
Developed investment knowledge and expertise and strong understanding of markets sufficient to respond to inquiries from sophisticated and knowledgeable high net-worth client
Good knowledge of investment and wealth advisory products and services
Effective communicator with credibility; writing skills sufficient to prepare professional proposals and presentations
Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value deals
Sound operations, regulatory and risk management knowledge

Relationship Manager Resume Examples & Samples

University graduate (preferably Engineering) with at least 5 years relevant experience in the banking industry, preferably with local/ Middle East experience
Well-informed of the market competitive structure, industry practices and any regulations for the corporate banking client segment
Excellent oral and written communication skills (including report writing) in English and Arabic (preferred)
Excellent people relationship skills and awareness of risk management concept and practices
Understanding of the relevant laws, regulations and practices pertaining to Corporate Banking products
Personal integrity, self-motivation and self-management
Outstanding problem solving and decision making skills
Planning, organizing and analytical ability
Outstanding customer service orientation
Strong performance orientation
Strong analytical skills and the ability to communicate both verbally and in writing with all levels of management

Relationship Manager Resume Examples & Samples

Your role is responsible for a customer portfolio in regard to sales, credit, advisory and profitability
To identify and market the Bank's products and services to existing and prospective customers within BANK's strategy in China, with focus on the customer's needs
Setting up or participate in annual action and marketing plans, for each customer, within the department. Follow up with your customer's action plans
Analytical tasks related to Chinese markets, financial statements and customer profitability
Responsible that proper documentation is prepared and executed for commercial exposures undertaken by the department/division for your customer portfolio

Relationship Manager Resume Examples & Samples

Requires bachelor degree or equivalent experience or training
Minimum of 5 - 7 years custodian / investment relationship manager experience
Minimum of 3 to 5 years custody sales experience
Experience in marketing traditional financial products
Investment Operations and Investment Accounting knowledge
Employee Benefits knowledge
Trust Administration knowledge desirable
Highly motivated and capable of cultivating new relationships
Ability to listen and understand the needs of prospective clients while demonstrating how FTCI can provide value-added solutions
Strong Presentation skills
Knowledge of business desktop applications (i.e. Microsoft Word, Excel, PowerPoint, Access, Visio, etc.) required
Strong attention to details
Ability to represent the Company at professional and business functions in a competent manner
Set clear guidelines and expectations for relationship team
Maintains ongoing and open communication with relationship team
Ability to provide adequate structure, direction and constructive feedback to relationship team and department managers
Ability to influence and negotiate within own department and across the organization

National Relationship Manager Resume Examples & Samples

Build and enhance current merchant relationships through communications and site visits monitor account activity and resolve any issues with the account
Prepare business reviews and analysis on the account
Meet Chase Paymentech's profitability goals through contract negotiations, cross-selling and relationship management
Obtain new business and identify and refer prospects to the Sales Department
Bachelor’s degree in business administration or other related field; equivalent years’ experience in the payments industry accepted in lieu of a degree
Minimum of five to seven years of account management, sales or contract negotiation experience
Bankcard sales or support experience preferred

Relationship Manager Resume Examples & Samples

Partnering with sophisticated clients to advise on all aspects of their banking and investment activities
Developing a deep understanding of client needs and translating them into tailored solutions from across the whole bank
Working closely with product specialists from within the bank (portfolio managers, investment consultants, credit team) to deliver the most appropriate solutions to clients
Successfully developing existing client relationships and actively seeking to acquire new business in line with key performance indicators
Planning, preparing and effectively leading meetings with clients. Occasional travel will be required to meet clients
Close collaboration with Assistant Relationship Managers and other support teams to ensure efficient execution of client payment instructions, securities trades, loans, deposits and foreign exchange
Adherence to the bank's code of conduct and all applicable laws, regulations and policies

Relationship Manager Resume Examples & Samples

Achieve customer acquisition targets and ensure profitability growing from payroll companies
Ensure the adequate level of customer service
Ensure post-sales support for payroll companies

Junior Relationship Manager Resume Examples & Samples

Acquisition of new CitiGOLD/affluent customers by effectively employing the sales process. Actively soliciting new customers
Complying with the policies on retailing of investment and insurance products, adhering to the set investment and insurance sales process of Needs analysis and product recommendation, ensuring that all relevant disclosures are made during a sale as mandated. In short ensuring the appropriateness of the sale- matching products to customer needs
Championing the customer banking experience in the branch/ sky branch by partnering with personal bankers/ service officers on sales activities, program enhancements and service standards
Being responsible for the financial and service transactions for one’s own portfolio of customers: deposits, transfers, withdrawals, bill payments, subscriptions, redemptions, Switching etc
Providing product information and timely updates on banking and investment products and thus actively seeking to acquire, deepen, retain and satisfy profitable relationships
Monitoring and stemming attrition of customers and AUMs
Ensuring that the KYC and AML requirements of his customers is provided and updated as per the compliance and operational guidelines of the business. Ensure timely resolution for all compliance related issues
Achieving the targets as set out for Acquisition, Front-end revenues generation through sale of Investment and Insurance products, Product wise Unit sales, Cross sell of other banking products like Credit cards etc
Organising micro-marketing events to network, prospect and acquire new customers
Leveraging upon customer/prospect events and investment seminars conducted by Citi by ensuring healthy customer turnout/participation. Enabling customers/ prospects to expand their awareness/knowledge of financial services and products through such events
Ensuring adherence to Confidentiality and Privacy policies, Code of Conduct, CBB regulations and local requirements and standard operating procedures
Strong process understanding
In-depth knowledge of the economic trends and events and their potential effect on Citibank customers’ assets
Exemplifies the relevant Core Competencies-analysis, candor, communication, customer focus, leadership, managing change, process management and teamwork
Expert knowledge of money management

Relationship Manager Resume Examples & Samples

Senior level and mature understanding years of IT Service and Delivery Management principles with a proven track record of delivering results and introducing key ITIL disciplines and practical project management techniques to programs
Must maintain excellent verbal and written communication skills. Able to translate complex technical issues into plain English, easily digestible for customers and stakeholders
Comfortable creating and publishing process documentation for consumption by large organizations
Must demonstrate a proven track record of interacting with senior level executives
An in depth technical knowledge and track record of effecting service management changes within a high-availability environment
A consistent attitude and respect for high quality standards despite competing pressures
Ability to share information across teams, business lines and geographies
Comfortable working in a demanding fast-paced, customer-focused organization with start-up culture with evolving processes. Flexible and able to adapt to new situations as the business demands
Influential and able to persuade peers and stakeholders (at various levels) and thereby overcome resistance to change and sustain support
Innovative and able to create new ways of working, which are effective, efficient and easily accepted
Experience in Business Relationship Management
ITIL Practitioner or ITIL Service Manager level qualification
Experience in multiple priority environments
Project Management understanding a plus
AGILE experience a plus
Security experience a plus

Relationship Manager Resume Examples & Samples

University degree holder with a minimum of 7 years of solid corporate banking experience with a reputable financial institution
Strong risk assessment skills and good knowledge of corporate banking products including trade finance, cash management, treasury and investment products
Proven marketing skills with track record in new customer acquisition

Relationship Manager Resume Examples & Samples

Minimum of 5 years experience working in retirement service, financial service or similar industry
Proven experience with executive level presentations
Ability to understand and apply complex compliance concepts
Knowledge and application of Pension Industry rules and regulations (primarily Defined Contribution; Defined Benefit and Non-Qualified knowledge a plus)
Ability to identify and facilitate complex issue resolution
Proven ability to take initiative and drive results
Ability to quickly react to change in a positive and productive manner
Strong leadership and partnership skills
QKA, NIPA, or relevant industry credentials preferred
Up to 30% Travel required

Relationship Manager Resume Examples & Samples

Review fund documentation from a Depositary perspective
Investment and borrowing limit and checklists including performing periodic investment restriction reviews and Investigating breaches and communicating to the fund promoter / investment manager
Performing independent reviews on all NAV price errors and updating the regulatory price error register
Complete monthly client reports and ensure reports are sent within SLD deadline
Assist in the completion of the annual on - site inspection of each operational section in the administration company
Assist with the on-going monitoring and performance of due diligence of appointed global custodians / prime brokers
Carry out periodic reviews to ensure fund NAVs are calculated correctly as well as report any issues arising from the NAV review process to management
Become the central point of contact within the department for specific funds
Review year end accounts in line with departmental procedures and sign-off on performance fee calculations in line with fund prospectus

Relationship Manager Resume Examples & Samples

Minimum 2 years of credit experience required
Creativity and independence to develop and manage portfolio of diverse and complex banking relationships
Strong understanding of financial statements

Relationship Manager Resume Examples & Samples

Liaise with internal partners such as legal, compliance, marketing, product management, operations and distribution
Assist Senior Relationship Managers on mutual fund contracts, operational issues and problem resolution
Junior Relationship management and business development duties at the focus firms and non-focus firms
Primary Relationship manager on select non-focus firms
Assist with deliverables, projects and client request to insure timely and accurate delivery
Partner with senior members of the team to create, coordinate and execute initiatives to gain exposure and increase assets for Delaware Investments®
Provide support for all client meetings, events and conferences
Manage Relationship with Coates database - maximize ability of database, analyze data sets, determine opportunity and communicate with distribution

Relationship Manager Resume Examples & Samples

This role will grow the business through product volume, new client acquisition and increasing the number of products held per client
Furthermore, you will develop and implement client strategies in conjunction with product partners and relevant parties to identify the right product and service opportunities
Another key responsibility is to implement an active 'call program' to increase client growth in target industries
Finally, you will develop effective working relationships with overseas colleagues to deliver seamless services to clients and work with product partners and other business units to identify opportunities and execute solutions

Relationship Manager Resume Examples & Samples

Establishing and acquire new client relationships within the UAE business
Generate AUM growth and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition, cross sell of wealth management and investment/ insurance products to local Citibank clients
Good understanding of global investment markets, opportunities and various factors affecting these markets
Source new target market clients that support the attainment of business objectives & targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs
Maintaining the highest possible standards of investment advice for clients in line with Citi UAE sales processes through pre-agreed calling and contact schedule
Instilling a sense of teamwork and pro-activity
Must have demonstrated success in a wealth management sales background (Investments, Insurance and deposit products) within a financial services company preferably in UAE market
University degree or graduation in a related area, preferably in Finance or Economics or Business
Additional certifications linked to Financial planning/ Wealth Management preferred

Relationship Manager Resume Examples & Samples

Governance processes, needs and requirements
Overall Xerox services strategy and direction
Statusof business projects and issues

Relationship Manager Resume Examples & Samples

Execute sales ideas and build sales presentations that complement specific advisor/distributor business profiles
Execute sales campaigns and seek opportunities in new markets, new channels and new lines of business within existing clients
Cultivate and deepen existing relationships with distributors with the aim of increasing FT market share
Seek out and develop new business relationships and channels
Handle RFPs/ Annual DD/ Query Handling
Partner with Marketing and Corp Comm to generate ideas on the production of marketing materials and promote FT branding in media space
3 to 5 years’ equivalent sales or service experience in mutual funds
Strong knowledge of financial services industry ideally within asset management
Deliver strong sales presentations
Excellent in-person presentation skills
Ability to perform multiple tasks in a fast paced team environment
Presentable and possess a professional image
Up to 30% travelling to visit distributors and other stakeholders
Working knowledge of business desktop applications (i.e. Microsoft Word, Excel and Outlook)

Relationship Manager Resume Examples & Samples

Fully bilingual (English and French) is a requirement
University/ College Education, or equivalent years of work experience/certifications
5+ years banking, sales experience
Knowledge of the RBC Cash Management Products and emerging industry trends
Sales and relationship acumen
Demonstrated development of an excellent client advice/service experience
Ability to match client needs with product/structure solutions
Ability to implement developed strategies and manage projects to schedule
Strong written and verbal communication skills, including exacting attention to detail related to customized contract documentation
Extensive experience working in a team atmosphere
Organizational Awareness
Ability to prioritize in managing multiple and sometimes conflicting time demands
Commitment to continuous learning to ensure personal and sales team skills/knowledge/accreditations are up-to-date
Ensure sales, customer management and product knowledge is at an appropriate level for the portfolio complexity
LI-HJ1

100

Relationship Manager Resume Examples & Samples

Bachelors degree in business administration or other related field
Knowledge of computer software systems including word processing, spreadsheets and databases
Must be able to travel nationally up to 30% annually

101

Relationship Manager Resume Examples & Samples

Ensure optimal penetration into existing customer accounts
Achieve assigned advances, fees and yield targets
Responsible for developing and maintaining relationships within the existing client base through regular customer interactions and other marketing activity
Develop and execute strategic plans that will allow the Fleet business to meet or exceed annual growth targets
Accountability of sales and customer service metrics and responsible for driving productivity, effectiveness and customer satisfaction
Ensure quality account plans are in place for all strategic accounts and that progress against these plans is tracked and reviewed on an ongoing basis
Assist in the preparation of reports and dashboards for the Growth Leader and Regional Manager
Maintenance & implementation of GE account planning disciplines & rigor to build sales and existing productivity and effectiveness
Assist in the maintenance of sales activity metrics for control of sales activities and awareness of trends (Salesforce). Continually exploring initiatives to improve sales force effectiveness within the relationship management discipline
Work with colleagues from other Fleet product channels including Vehicle Salary Packaging and Commercial sales teams to maximise sales opportunities/penetration
Work closely with counterparts to ensure that all best practices are shared and implemented
Ensure compliance of service level agreements with customers, suppliers and internal stakeholders
Engage Risk team and business support in the sales process to deliver solutions to customers whilst delivering quality investment opportunities for GE, ensuring that all risk requirements are adhered to
Use sound risk/pricing analysis and judgment in approving/recommending credit levels and ensure that the Risk department are supported in ensuring that all credit reviews are completed within the specified time frame
Proactively support Cross Selling and Access GE programs across GE Capital businesses
Proven track record customer relationship management, sales and technical knowledge within the fleet domain
Proven track record in understanding customer service and managing customer administration and expectations
Established record of identifying, structuring and closing opportunities with large private and public companies
Established record of responding to tenders and successfully closing such opportunities
Strong financial acumen competency with proven ability to communicate at the CFO level of targeted large private and public prospects
Sound understanding of legal issues relating to various forms of domestic documentation required in operating and finance lease transactions
Experience in deal structuring and resolution of delinquency matters
Successful record of optimization and growth of existing customer accounts
Proven ability to overcome obstacles and solve complex business/customer problems in order to achieved desired outcomes
Deep domain expertise in Fleet operations and customer relationship management
Ability to identify, structure, present and close a value proposition which differentiates GE from its competitors
Demonstrated ability to understand Financial Statements and conduct financial analysis
Sound risk analysis and financial analysis knowledge
The ability to develop workable solutions to meet customer needs

102

Relationship Manager Resume Examples & Samples

Contribute to the strategic business priorities of Volume Growth and improving the Client Experience through Client Discovery
Responsible for proactively delivering financial insights and advice to clients and prospective clients
Collaborate with the service support team and RBC Partners to develop and execute a client contact strategy, acting on client needs in a timely manner and delivering
5 or more years banking experience
Minimum – Bachelor's Degree in Banking or a related field
Previous experience as a Lending Officer is mandatory
Problem Account Management
Knowledge of Financial Analysis and risk assessment
Effectively manage risk
Ability to manage multiple priorities
Strong Leadership skills
Microsoft Office Proficiency

103

Relationship Manager Resume Examples & Samples

Responsible for overall CDF program development and growth for Indonesia, Philippines, Thailand, Malaysia, focusing on account and client relationship management
Collaborate with both Risk and Capital Markets teams to structure obligor facilities consistent with GE risk policy while delivering adequate credit line capacity
Develops and executes strategies to drive growth, retention and profitability of accounts and optimize market penetration
Drives wing-to-wing sales process including customer prospecting, lead generation, making sales calls, analyzing data, preparing proposals and credit packages, negotiating price or other terms, and coordinating onboarding and ongoing relationships with customers
Bachelor's Degree required - or high school diploma and a minimum of 3 years of sales/ customer facing experience
Minimum of 2 years of sales experience (or minimum of 2 years of transactional experience in financial services)
Knowledge of credit/financial principles and analysis

104

Relationship Manager Resume Examples & Samples

Own, develop and steward relationships with corporate and industry prospects and partners in support of a comprehensive and metric driven development strategy
Lead efforts to recognize, engage, involve and celebrate partners and their contributions to OneSight. Provide reports that demonstrate the return on investment and the impact on people served
Collaborate with partners to identify overall objectives, align on success criteria, maximize benefits for partner and OneSight, define roles and responsibilities for terms of sponsorship, executes sponsorship, recognition of sponsorship and reports results
Manage the grant proposal research, identification, writing and submission process working with cross-functional partners to develop best in class grant submissions
Create donor communications and collateral materials to support prospect and partner engagement including brochures, annual reports and grant application components
Develop collaborative relationships with the OneSight global team and key global partners to expand the development efforts internationally
Operate as the lead point of contact between OneSight cross-functional teams to ensure the timely and successful delivery of all sponsorship benefits and related cause-marketing initiatives
Develop dashboard presentation and other communications to report outcomes to OneSight leadership and partner’s key stakeholders
Develops a fundraising special events strategy and manages the execution (example: Par for Sight)
Lead contact for Luxottica Portfolio and Key Partners sponsorship execution including: recruitment, alignment,execution and reporting (Examples: EyeMed, SGH, Oakley, LensCrafters)
Leads best in class benchmarking of donation strategies through Retailer and Organizational partnerships that provide access to additional customers. Manage the partner identification, engagement and execution for partners that best align with OneSight’s vision and mission. (Ex:Customer Donation Strategy expansion with external partners)
Bachelor’s degree or equivalent required with 5 to 8 years account management, partner relationship or fundraising experience
Demonstrated project management skills from development to execution and delivering results
Excellent verbal, written and presentation skills
Ability to maintain donor and fundraising records in an organized system
Demonstrated experience in developing, managing and forecasting budgets, ability to read financial statements and analyze reports
Strong interpersonal skills and ability to work well independently and in a team environment
Highly collaborative and operate with integrity, confidence, and empathy

105

Relationship Manager Resume Examples & Samples

Responsible for retaining and growing relationships with Business Banking (BB) clients, contributing to the strategic priorities of Sales Volume and Revenue Growth and improving the Client Experience
Providing direct support to Business Banking clients with all lending and non-lending activities
Collaborating with the service support team and RBC Partners to develop and execute a client contact strategy, acting on client needs in a timely manner and delivering solutions that serve and solve the client’s and business owner’s needs
Leveraging the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners

106

Relationship Manager Resume Examples & Samples

Minimum of 3 years experience working in financial service. Retirement industry and or sales experience a plus
Knowledge and understanding of Pension Industry
Ability to work independently and as a team player

107

Relationship Manager Resume Examples & Samples

Manage the communication process with realtors during transactions which include introducing New Penn Rate 30 at time of customer pre-qualification, update the realtors during the transaction, and follow up with the realtor post transaction for future business
Maintain the realtor database and setup a consistent follow up program to develop the relationship
Identify customers looking to buy a home without realtor representation and set them up with an existing realtor partner
Work with Marketing and Sales Management to Identify collateral pieces needed to further develop the realtor relationship
Develop a tracking mechanism that evaluates how the role is progressing in driving in new customers
Work with Sales Management to develop goals and standards for the position
Identify new opportunities to drive in new customers outside the realtor network such as affinity, relocation, veterans, or private label to name a few
Provide feedback to Sales Management in regards to potential issues with our loan process that is obtained from one of our referral sources
Participate in meetings with Sales Management and be able to quantify the RM role efforts to drive in new business
Develop the industry knowledge needed to speak with referring partners in a way they feel confident that the RM can help them get the job done
Identify any potential compliance issues stemming from a referring partner immediately to Sales Management

108

Relationship Manager Resume Examples & Samples

Demonstrated strong relationship management skills at the most senior levels. Track record of developing business through
Ability to provide thought leadership and exert influence on corporate wide initiatives
Can function as the representative for the Institutional Relationships business on corporate initiatives
Demonstrated technical expertise of financial products/services and the features/benefits of TIAA-CREF (or like) products

109

Relationship Manager Resume Examples & Samples

Building strong relationships with internal colleagues and referred clients
Attending meetings with Business Development Managers or Relationship Managers to promote solutions to Property Services clients including platform demonstrations
Performing current state/future state assessments of client positions
Preparing commercial offers for clients and progressing offers to acceptance
On-boarding Macquarie Invoice Express ("MIX") and PropertyIQ Strata ("PIQS") customers including training and transition support
Dealing with post-activation support calls

110

Relationship Manager Resume Examples & Samples

Achieve referral goals, while adhering to regulatory policies and procedures, by identifying opportunities to directly refer customers to other specialists for additional expertise or specialized needs
Ensure the customer’s banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals in adherence with policies and procedures
Conduct client engagement activities, adhering to call monitoring policies
Participate in weekly proactive planning sessions for client engagement activities and drive sales related topics
When needed, assist, educate and train customers on how to conduct simple transactions through Automated Teller Assist (ATA), ATMs, online and mobile capabilities
Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
When needed, assist financial center manager and act as a back-up for dual control responsibilities such as opening the financial center and managing vault security codes
Bilingual skills are a plus

111

Relationship Manager Resume Examples & Samples

Minimum five years of combined business, project management and team leadership experience required
Experience managing geographically distributed and culturally diverse work- groups with strong team management, leadership and coaching skills
Ability to pull together Contractual, Financial and Analytical information and create strategic recommendations

112

Relationship Manager Resume Examples & Samples

Work with the internal and external designers to accommodate the request through feasibility floor plans
Work closely with the internal resources such as Corporate Real Estate Project Manager, finance, Enterprise Infrastructure resources, facilities management, other RMs on the team as well as other LOB reps
Governance over the workplace design standards and ensures all proposed spaces are compliant with those standards
Work with the real estate occupancy administrator during the yearly occupancy process and throughout the year to communicate any update and/or changes to the yearly occupancy NIX
Project Initiation and Planning
Occupancy Support
Governance and process
Solid Project Management skills
Strong Strategic thinking
Consulting skills necessary
Excellent communication skills both oral and written
Has previous experience in executive communication
Is comfortable managing complex situations
Design, Architectural background a plus
Comfortable with doing analytics and reporting on existing data
High level of comfort with Office [excel, power point, word]
Strong project cost estimating, costing and accounting
Strong time management skills with the ability to manage multiple projects as required
Solid analytical thinking; including the ability to present options in a clear, concise manner
Solid problem solving skills
Solid negotiation and influencing skills
Minimum 8-10 years professional experience in consulting or Project Management, Construction Management, or Real Estate Development. Or has worked in a real estate related function or organization

113

Relationship Manager Resume Examples & Samples

Review CitiGold customer needs and asset allocation and proactively engage with the customer to validate the understanding of the needs
Advise CG customers to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needs
Review product penetration for the assigned client base and identify potential CG customers who can be sold tailored products to enhance product penetration
Ensure that KYC/AML and other compliance norms are strictly adhered to
Complete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory norms
Provide complete and comprehensive information on products, services, charges, etc. proactively to the customer and ensure best services are provided to them

114

Relationship Manager Resume Examples & Samples

Minimum of 3 years experience working in financial service
Retirement industry and or sales experience a plus
Ability to identify and facilitate issue resolutio

115

Relationship Manager Resume Examples & Samples

Manage a portfolio of not less than 50 customers
Manage a credit portfolio of not less than $25MM
Minimum total revenues of US $ 5MM for a full year
Market not used to provide professional accounting statement. Limited number of credit worth clients
Increased controls on customer acquisition due diligence lengthening account opening process
Increasing competition with fierce pressure on pricing
Fiscal & judiciary harassment leading to frequent account seizure
Shortage of local currency deposits
At least Three (3) years experience in credit analysis/ relationship Management or in the financial sector
Sound accounting and Finance or business economics background
Strong banking products knowledge (Cash & Trade; corporate finance; FX Derivatives products)
Good understanding of Macroeconomic environment; local regulatory environment
Good Selling & communications skills (verbal and written) in English & French
Computer skills. Proficiency in the entire MS office package

116

Relationship Manager Resume Examples & Samples

Liaising and co-ordination with other regional CCB teams to develop processes aligned with the requirements of CCB customers and identifying further business opportunities
Interaction with cash management product and implementation teams in improving the product offering and service standards
Two to five years experience in acquisition and managing the relationship with mid size corporate clients in UK
Understanding of on-boarding process critical elements
Excellent presentation skills and ability to influence decisions at all levels
Experience in managing multiple project timelines and prioritizations

117

Relationship Manager Resume Examples & Samples

Primary relationship manager and GE contact for allocated Debtor Finance clients
Clients are primarily mid-market borrowers
Responsibilities include maintaining core relationships with the relevant Borrower/ owner/ intermediary
Provide timely reporting as directed to management
Co-ordinate client activities engaging relevant GE team members as required
Oversee daily reporting and lending activities of clients through effective coordination with the client service officers
Act as positive source and motivation to the broader client management team
Share technical, market and industry knowledge with broader Corporate Finance team
NPS results from client relationships
Effective proactive management of internal and external client relationships so as to maintain ongoing relations and position GE for future opportunities to maximize income/ minimize losses
Perform special projects (as required)
Minimum 5 years industry experience in a management / senior role
Understanding of legal recovery process
Knowledge of trading practices of a broad range of industries within the mid market environment and how they impact our security
Knowledge of industry risk variables and how they can mitigated specific to an Invoice Discounting facility
Conversant with legal documentation used in Invoice Discounting arena
Ability to review & understand the financial accounts of a Company
Personal qualities include determination, self belief, self motivation and a genuine understanding of the concept of service delivery
Negotiation skills and ability to reconcile different points of view
Tertiary accounting qualifications
Supervisory / leadership experience

118

Relationship Manager Resume Examples & Samples

Works heavily with the Program Manager in establishing, building and managing key relationships for Worksite Education
Implements, manages and retains a detailed project schedule which includes outreach to clients for event confirmations, set up and all related reporting
Outreach to financial professionals to secure detailed information to be utilized by Worksite Education and ensure accurate description of program along with client expectations
Works heavily with Program Manager to further Worksite Education initiatives comprised of a servicing model and financial education program
Strategize with clients and monitor working team for all confirmed events
Ability to record, report and uphold constant changes with meticulous accuracy for Worksite Education programs from inception to end
Ability to advance special projects and new business development at the direction of management
Must adhere to precise timeframes and deadlines
Must maintain document control of all communication with key relationships
Initiates weekly Sales Huddle Calls and completes weekly calls with the Program Manager
Reports to Program Manager while helping to lead with on boarding of future consultants and future financial professionals
Demonstrates heavy relationship building skills, qualified to handle and advise on a variety of details and constant and consistent monitoring of any Worksite Education programs
Three to five years of experience in a project management role
Expertise in relationship management with internal and external partners
Experience working independently and managing a collaborative environment is required
Must exhibit a consultative approach with strong problem solving skills
Aptitude in eliciting cooperation from a wide variety of sources, including many internal departments and IT

119

Relationship Manager Resume Examples & Samples

Manage a portfolio of Private Banking account relationships. Expand account relationships through the sale of additional Company and Group products and services
Convert high net worth prospects into clients by identifying customer needs and selling appropriate services according to Company policies, Know Your Customer and other external regulations. Coordinate customer interactions with other parts of the Company as required
To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Minimum of seven years proven and progressive private banking, investment, lending and broad-based banking and finance experience required
Active Series 7 and 63 or 66 are required
Fluent Mandarin language skill is required. Fluent Cantonese is a plus
Travel to Asia to meet with clients 3 to 4 times per year is required

120

Relationship Manager Hnwi Russia / CIS Resume Examples & Samples

Client/Prospect visits and meetings (including preparation and frequent travelling)
Ensure that all required prospect/client information is available (KYC) for client onboarding
Involve specialists of other divisions and share Best Practices with other RMs or IAs
Manage your client/prospect book in collaboration with the IA
Interact with WM Support (CAA) and Process & Risk Specialist (PRS) in order to complete open risk issues immediately
Participate in all desk and sales meetings and all other mandatory meetings and trainings
Develop a sustainable network to key position holder of other UBS units

121

Relationship Manager Resume Examples & Samples

To pass, if not available before joining Citibank, FFMS certification (level 1.0) not later than the end of the trial period specified in the labor agreement or by the date set up by the management of Citibank and communicated to the employee in writing and according to the training agreement signed between the employee and Citibank
To keep carefully all material assets, which are needed for daily work, the rules of their transfer and return that are regulated by respective procedures
To know, refresh knowledge and follow Citibank's procedures, branch procedures and Russian Law in banking
The employee engages to know and follow updates and additional processes / procedures/instructions from management through oral, written and electronic communication
To comply with Branch security and risk requirements, maintaining accurate procedures to ensure the quality of operational performance of the Branch
To inform and educate customers about banking products and services, remote channels, such as ATM/CDM, CitiPhone Banking и Citibank Online Banking, mobile banking
To provide reports in accordance with existing procedures
To participate as responsible person in Branch opening/ closure process and completion of all related documents and registers according to the Procedure
To take care of circulation of documents between customers and branch and inside the bank (also electronic versions)
To fulfil the requirements of security in branch in accordance with existing procedures
To fulfil other responsibilities which refer to main function of the employee to service customers or which arise from the branch processes revision or new banking services implementation
To pass through tests, certifications, trainings in time and in line with standard requirements for this position
To check the coincidence of their party with Negative Lists according to the instruction
To maximize knowledge by benefiting from trainings offered by the bank
To understand and be familiar with the responsibilities of other employees in the branch in order to take over their duties and responsibilities in contingency and to ensure daily operations of the branch and the implementation of adopted plans

122

Relationship Manager Resume Examples & Samples

Review the monthly financial file transfer for accuracy and completeness and acts as BMO’s representative in addressing issues
Track and monitor accruals and forecasts in order to ensure the full cost accounting of expenses
Review bank reconciliations to ensure consistency with spending approvals
Review, from a financial perspective, all calculations and changes and forward to the Senior Manager for approval
Ensure an effective invoice verification and payment system is maintained, including transparent verification of all invoices to work orders, in order to assure the Senior Manager of the financial integrity of expenditure
In collaboration with business partners, maintain and administer an effective cost-allocation mechanism ensuring transparency and accuracy in order to support total understanding of branch-level costs
University degree, MBA or equivalent work experience
Understanding of contract management and outsourcing agreements
Knowledge of Facilities and Property Management industry and practices
Understanding and experience with business process improvements
Understanding and experience in managing Real Estate environments (at least 5 years experience)
Excellent Microsoft Office skills – Word, Power Point, Excel
Real Estate industry qualification is an asset primarily in the area of Facilities Management (BOMA, IFMA)
In depth analytical thinking, problem solving and spotting trends
In depth reporting capability and multi-tasking ability
Very strong oral and written communication across all levels of an organization, both internal and external
Excellent interpersonal skills and strong relationship management attributes
Builds and maintains a high performance work environment
Strong evidence of ability to self-manage, prioritize deliverables and deliver results within limited timelines

123

Relationship Manager Resume Examples & Samples

Develop and execute growth strategies and action plans in assigned Industry/Industries/Corporate Accounts
Develop and strengthen long term client relationships within assigned Industry/Industries/Corporate Accounts in conjunction with growth strategies
Assure all contractual obligations are being met
Identify customer CTQs & lead cross functional business teams to deliver; Monitor progress to goals & proactively identify areas of opportunity
Provide value added analysis & reporting to evaluate & drive growth in usage
Lead corporate complaints to resolution and communicate to HQ
Participate in monthly operating & portfolio performance reviews
Assess key portfolio performance metrics to determine optimal growth strategies. Utilize data to contribute to the overall growth strategy
Partner with Underwriting/Finance to facilitate pricing reviews and negotiate contract renewals, amendments and CRP approvals when necessary
Bachelor’s degree or 7 years of equivalent work experience in the Financial Services field
Minimum of 5 years of client management experience in the Financial Services field, including experience leading teams
Minimum of 2 years of experience in delivering formal communications to either senior business leaders or key external business partners
Ability to travel extensively (50 %+) overnight and some weekend travel
Demonstrated prior experience involving contract negotiations, competitive pricing, business planning and P&L management
Strong marketing, creative and analytic skills
Proven ability to influence corporate decision makers; strong negotiating skills
Ability to demonstrate innovation and creative approaches to business needs

124

Relationship Manager Resume Examples & Samples

Ability to exert influence on corporate wide initiatives. Functions as the lead for the Institutional Relationships business on corporate initiatives
Fully responsible and accountable for all account management activities. Seasoned and experienced sales and relationship management professional with demonstrated leadership skills
Works independently and provides leadership to integrated team. Makes decision in Director/Managing Director absence
Masters in Business or Finance preferred
Must be appointed as an agent by TIAA and T-C Life after hire

125

Relationship Manager Resume Examples & Samples

Acts as a primary backup to the Key Account Manager
Client service/relationship management
Provide timely responses to client inquiries
Responsible for new business development by cross selling existing accounts and broadening Brown Advisory’s market share
Key touch points include home office gatekeepers, CIO’s, research analysts, product managers, program managers, compliance and marketing professionals, and key internal and external sales professionals

126

Relationship Manager Resume Examples & Samples

Achieve new business and customer acquisition goals within the Premier segment and manage relationship in accordance with the bank's customer service guidelines
Source and call on individual prospects as well as organize and conduct sales presentations to groups, clubs, associations, companies and other organizations within the assigned branches
Actively manage customers' financial well-being according to their investment needs and objectives
Assist customer to manage risk allocation & diversification through product and revenue diversification
Responsible for regular update of customer's portfolio
Degree holder with at least a track record in banking sales
Mature personality with a high level of initiative and drive

127

Relationship Manager Resume Examples & Samples

Should have the confidence and ability to manage Relationships with customer finance team at various levels
Good working knowledge of all core banking products and services with strong knowledge in cash management, trade and treasury products
Sufficient understanding of risk and familiarity with ICG credit policies; understanding of financial statements and competence in financial analysis

128

Relationship Manager Resume Examples & Samples

Day to day management of a portfolio of loans ensuring compliance with legislative, credit and best practice policies and guidelines
Responsible for ensuring that all relevant internal and external policies/procedures are adhered to in conjunction with the delivery of strategic goals
Assist with the development of strategies/solutions for client facilities that may include restructuring, rescheduling or loan recovery option
Effectively and efficiently manage complex cases on own initiative, running a process from beginning to end and ensuring highest performance standards are delivered at all times

129

Relationship Manager Resume Examples & Samples

3 - 7 years' banking experience within restructuring / recoveries - may suit relationship managers seeking Big Four professional services experience
Excellent drive, commitment and enthusiasm
Responsibility for restructuring assignments
Management of portfolio of projects and clients
Conducting financial assignments for specific clients
Planning and carrying out liquidation, receivership and examinership engagements

130

Relationship Manager Resume Examples & Samples

Opportunity Qualification – Identify revenue opportunities with primary objective to up-tier marginal accounts to core
Account Maintenance – Ensure all operational and client issues are resolved with the support of CitiService who will act as the main contact point for AMU clients
Compliance and KYC – Complete the Customer Account Due Diligence process for clients and resolve any compliance/AML matters
Exiting Relationships – Identify accounts for exit and communicate with client/Ops team to close these marginal non profitable accounts
Educated to degree level or suitable prior work experience
Ideally two to three years experience in commercial banking or client facing role

131

Junior Relationship Manager Resume Examples & Samples

Interacting with clients to gather relevant information
Monitoring of the client portfolio, ensuring data quality in credit risk systems through regular checking
Supporting Parent Account Manager Function for the designated WRM clients
Over 3years experiences as Relationship Manager at a bank
Native level fluency in written and spoken Japanese and Business level English

132

Relationship Manager Resume Examples & Samples

Maintain day-to-day client relationships with Treasurer / CFO of SOE or LLC clients for commercial banking and support Executive Director/Senior Director to service all of our clients' needs
Providing proactive client support, primarily around commercial banking products (e.g. commercial lending, transaction banking, basic global markets products etc)
With core insights and input from relevant business partners, and by way of Client Service Team meetings as appropriate, develop client plans that identify opportunities and take actions and timeline as necessary. Manage and review these opportunities
Establishing and coordinating deal team for pitches (with support from Relationship Support to coordinate with Product / Risk / Finance)
Designing pitch structure / high-level outline to deliver key solutions to client with relevant corporate finance analytical support from within the internal teams
Providing client relationship and business / financial strength content for credit submissions
Managing pitch to client (together with analytical teams / Product / Risk / Finance), coordinate term negotiation between client and Product and win mandate
Drive efficiency in servicing clients throughout the sales cycle, for instance, working in conjunction with CAS / Relationship Support / Product / Risk

133

Relationship Manager Resume Examples & Samples

Providing proactive client support, primarily around commercial banking products e.g. commercial lending, transaction banking, basic global markets products etc
Building a view on the client's relative operating and financial strength in its industry segment(s), core issues and needs and outlining ways
Designing pitch structure / high-level outline to deliver key solutions to client with relevant corporate finance analytical support
Managing pitch to client together with analytical teams, Product ,Risk and Finance to coordinate term negotiation between client and Product and win mandate
Approving client requests that entail a "material risk impact" (e.g. security releases etc).Reviewing and approving annual reviews/client snapshots (in conjunction with Relationship Support / Risk)
Establishing deep internal relationships across the bank, necessary to deliver global solutions

134

Relationship Manager Resume Examples & Samples

Develop and maintain relationships with Chinese listed/non-listed companies, industry experts and government organizations
Organize bespoke China trips in accordance with client requirements, provide appropriate suggestions, liaise with companies, experts and government organizations to deliver industry leading market access
Coordinate with internal research/sales/banking teams to initiate, propose and organize field trips to all parts of China
Coordinate with research on inviting companies for conferences and help on logistic issues for company representatives
Responsible for one-on-one scheduling for conferences
Use skills and experience to guide junior team members
Have understanding of China capital markets and financial industry
Well organized, excellent in communication, flexible, able to take initiative, high level of integrity
Bachelor degree or above, Financial/Economics/Management-related major preferred

135

Relationship Manager Resume Examples & Samples

Service customers seeking loan and/or deposit relationships with the bank
Interview applicants to develop information concerning their businesses and requirements, evaluate credit information and make relationship recommendations
Maximize the department’s profitability through the maintenance of a high quality loan portfolio
Follow current loans to ensure conformity with terms; maintain current and complete credit file
A minimum of five years of sales experience

136

Relationship Manager Resume Examples & Samples

Effectively multitask to meet deadlines while managing multiple deliverables
Build, maintain and leverage positive relationships with customers to increase customer satisfaction and loyalty while pursuing growth and margin opportunities
Negotiate contract renewals to maximize profitability of relationships
Proactively identify cross-sell and expansion opportunities with existing customers, as applicable, to maximize revenue/profit
Deliver organic portfolio growth
A proven track record of business development and relationship management
Strong time management and task prioritization skills. Specifically, an ability to manage multiple initiatives with potentially competing timelines
Possess excellent verbal and written communication skills coupled with ability to deliver effective presentations to Merchants, Senior Executives and business partners
Proven ability in managing complex projects with multiple stakeholders and critical timelines
Highly effective at leveraging internal resources to ensure fulfillment of deliverables to customers
Willing to travel as required
In-depth knowledge and payments industry experience is an asset but not required

137

Relationship Manager Resume Examples & Samples

Ability to generate business through own channels and networks, build own book. Establishing strong relationship with the Bahrain business and close working relationship with referral markets
1- Source new target market clients that support the attainment of business objectives and targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs
2- Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule
3- Taking responsibility to build relationships with key clients and influencers inside the referral businesses, instilling a sense of teamwork and pro-activity, and work closely with covered regions /countries to increase the client database through sourcing new client referrals
4- Adherence to a robust control environment within which staff carry out their duties, ensuring effective self-monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work
Strong knowledge of local market and target market client base that will help in speedy realisation of financial objectives through sales of suitable products and services
Must have the skill to operate and deliver in a non-supervised environment and strong team play
Team player – has the capability of performing on own but work as an effective team member, according due respect to a geographically/professionally diverse team Relationship Officer 2

138

Relationship Manager Resume Examples & Samples

Attract, develop and retain a talented and motivated team of business development officers and relationship managers (in the $5 to $20+ million revenue segment) enabling each to achieve their revenue growth objectives by deepening existing relationships in assigned portfolio of customers as well as acquiring new business. Maintain a strong, talented employee candidate pipeline
Ensure safe, sound and timely underwriting practices and overall leadership of Citibank credit standards, by interfacing closely with the Credit/Risk organization
Ensure that marketplace activities are carried out in accordance with all legal and governmental regulations as well as internal policies and procedures
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Some knowledge of credit products
Strong financial and analytic skills and ability to rapidly assimilate complex information
High level of energy, enthusiasm and motivation
Self-starter, someone who demonstrates by getting out in the marketplace
Superior organizational skills
Minimum 8-10 years business and/or commercial banking with increasing levels of responsibility

139

Relationship Manager Resume Examples & Samples

Significant previous Banking experience and Client facing/Coverage experience is essential in this role
Strong Appreciation of Cultural and Matrix sensitivities is essential
Product versatility desired across Risk / TTS / LPM / Markets & CMO
Mature individuals with demonstrated leadership (at an individual or team level) skills desired
We require strong self-starters who are willing to OWN, LEAD and DRIVE client relationships in the UAE
Good understanding of the local / regional competitive environment would be beneficial
Ability to apply best practices

140

Relationship Manager Resume Examples & Samples

To establish, develop and maintain pro-actively a portfolio of corporate customers who require routine as well as complex structured trade finance and other C&IB services in order to generate revenue for the Bank
Managing the corporate relationship professionally under the broad guidance and direction on orientation from bank policies, but with attendant credit responsibility and accountability
Or marketing new business and enhancing productivity of existing portfolio by selling / cross-selling C&IB products and services to corporate clients
Developing Business from new & existing clients, through strategic penetration into identified market/sectors across the entire portfolio spectrum like assets, liabilities, and cross-sell (structured products, trade finance, cash management)
Maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Managing complex relationships independently, under the overall supervision of SRM / Team Leaders
Managing assigned risk assets portfolio in line with bank's standards of quality and profitability. Ensuring provision of high quality and timely service to clients
Growing assets and liabilities to enhance the profitability of the account & maintaining the growth of liabilities (deposits-to ensure the balance of loan to deposit ratios & achieve optimal growth of the business while managing the liquidity aspects.)
Delivering full range of the products to the corporate market place with a high degree of confidence
Preparing/executing multi-products to the corporate market place with a high degree of confidence
Assessing business, financial & economic risks and opportunities, and maximizing potential to x-sell products
Preparing/executing a call program designed to evaluate risk, assess opportunities, and maximize potential to x-sell products
Monitoring risk and ensuring that the Bank's relationship strategy is in line with the Portfolio and Industry quality
Assessing credit risk of proposals and ensuring the credit and processes are within acceptable standards
Conducting credit and customer analyses to support ongoing relationships and acquisition work
Ensuring that the quality of the credit portfolio is maintained, by reviewing proposals, identifying and assessing all risk inherent in credit exposures. Recommending credit facilities, within prescribed limits, after a comprehensive analysis
Liaising with various internal departments (Credit, Credit Admin etc) for smooth and quick turnaround of transactions. (Follow up with other bank departments to expedite processing of customer related issues and documentation.)

141

Relationship Manager Resume Examples & Samples

7-10 years of experience in Learning within Financial Services industry and / or equivalent HR / Private Wealth related background
Demonstrates an up-to-date knowledge of the client business, products and risks and identify solutions to meet the needs and circumstances of the client
Ability to build strong relationships with business leaders and HR partners
Strong business acumen with ability to quickly learn and adapt to new concepts

142

Relationship Manager Resume Examples & Samples

Plans, organizes, and manages business development and retention activities for existing affinity partners, including marketing campaign effectiveness. Directly responsible for managing alumni, professional associations, and employer groups of strategic importance
Under the guidance of the AVP, Affinity Marketing Group and regional Market Lead, directly negotiates contract parameters for existing partners; plans and negotiates contract renewals
Supports budget preparation on a per account basis and manages throughout the year by respecting and adhering to plan
Plans and organizes meetings with affinity partners on a regular basis to discuss action plans, statistical information, rate and product changes, as well as company and industry updates
Works with operations management to resolve and respond to individual client issues and concerns when referred by the affinity partner
Directly involved in the planning of all direct marketing activities
Prepares presentation materials for meetings with current clients
Negotiates contract parameters and initiates launch of new programs
Participates in the planning of client activities and attends various functions. (Flexibility required as events can take place on weekends and/or evenings and often requires travel, including out of province travel.)
Plans and negotiates sponsorship of client events which represent the highest corporate visibility and impact

143

Relationship Manager Resume Examples & Samples

Established career in Wealth Management
Managed a significant client book within his/her current organisation
Charged with targeting prospects, by, for example, establishing contact with potential intermediaries and finders and participating in social events, and subsequently closing deals
Will focus on creating optimal solutions tailored to client needs in the context of prevailing market conditions. Success will be mostly measured by net new assets acquired to the bank
You will work closely within the MENA UHNW team of four Client Advisors who will collectively share responsibility for the success of the client portfolio. As a senior relationship manager, you are also expected to guide and lead more junior MENA staff
You have a proven background in Wealth Management with an ability to prospect new clients, manage client portfolios and have proven product knowledge across all asset classes. Deep local market knowledge, strong Client relationship and negotiation skills
Strong personal credibility and ability to establish relationships quickly and confidence when dealing with sophisticated clients and complex investment portfolio
Conscientious individual with a high level of attention to detail
Language skills such as in Arabic will be advantageous

144

Relationship Manager Resume Examples & Samples

Be the driver of a coordinated, consistent delivery of superior content, solutions and service to our clients in order to be the client’s trusted advisor and the client’s first point of call
Apply a disciplined relationship process to deliver a robust pipeline and reliable returns
Work with Subsidiary Account Managers (SAMs) across the network to ensure a coordinated, consistent delivery of superior content, solutions and service to our clients – this includes proactively engaging with the network on the client’s strategy, priorities, opportunities, replication of solutions, problem resolution and risk management
Proactively manage the bank’s capital deployed to clients to ensure superior returns on capital
Support the production of industry studies and client presentations
Be an internal advocate of Citi’s mission and strategy
Balance advocacy for the client with the interests of the bank
Coaching and development of junior Coverage staff

145

Relationship Manager Resume Examples & Samples

Sales Exposure with adequate certification required
Financial Product knowledge
Stress Management
Strong relationship management skill
Communication Skill
Goal Oriented
Contribute to branch sales performance to deliver growth that meets business
Deliver sustainable quality sales activities across the Main Bank sectors
Maintain knowledge of bank services and processes
Evaluate own performance and develop personal strategies to improve outcomes

146

Relationship Manager Resume Examples & Samples

Demonstrates initiative, a c
Ommitment to continuous learning, and the ability to adapt to changing demands and requirements
Bilingual Spanish or Armenian (fluent verbal and written) skills

147

Relationship Manager Resume Examples & Samples

Meet or exceed targets for renewing existing client contracts and their values
Meet or exceed upsell targets within existing account base through the upsell of additional opportunities to be generated from new products, services and additional transactions in existing and new divisions of the client
Negotiate and secure ongoing existing business contracts with clients, working closely with the sales management and the Silverpop finance and contracts organisations
Follow the established Silverpop sales process as published, consistently and regularly using salesforce.com to provide timely and accurate forecasting and reporting of activity and opportunities within the owned client base
Identify, pursue and qualify opportunities in new divisions of the owned client base
Develop and follow an agreed, consistent account plan and renewal process for key accounts to ensure a mutual and growing business relationship with Silverpop
Consistently and regularly deliver Silverpop’s product and service value propositions to clients in person or via web access, acting as a trusted advisor for our end clients
Effectively and independently deliver Silverpop’s technical capabilities, demonstrating a proficient understanding of Silverpop product platforms, email technologies, marketing automation, partners, integrations and Internet technologies, etc
Appropriately engage Silverpop management and staff in the sales cycle and provide ongoing customer feedback to other areas of the Silverpop organisation
Understand the clients’ business requirements and impact Silverpop’s solutions will have on these to be able to effectively demonstrate Silverpop’s value propositions
Develop, write, and deliver value-based sales proposals and respond to client RFP’s
Act as a client advocate and escalation point to ensure resolution of any client issues, and to appropriately engage Silverpop management and staff
Represent Silverpop in a professional and ethical manner to clients, prospects, partners, and Silverpop colleagues
Follow corporate guidelines for travel and other expenses and submit timely and accurate expense reports
Cooperate with matrixed team members to meet goals or complete tasks
Must be comfortable working in ambiguous and/or stressful situations
Must be self-motivated and know when to seek guidance; detail-orientation is a must
Flexibility, ability to change priorities quickly, and capacity to handle multiple tasks
Effective collaborator with proven process improvement skills
Exceptional organisation and time management skills
Ability to consistently learn new technologies and apply those concepts to customers’ needs
Ability to work as part of a geographically dispersed team
Keep up-to-date on technology trends, developments & best practices
Ability to communicate effectively to both technical & non-technical audiences
Capacity to develop & leverage competitive knowledge in sales situations
Ability to mentor colleagues, advising on Silverpop processes and assisting with client enquiries
Process and task oriented; very organised and diligent
Problem solving skills; must be able to confidently handle conflict resolutions and work problems through to resolution
Fluent in French,German,Spanish or Italian

148

Relationship Manager Resume Examples & Samples

Interact with clients on a daily basis to manage the relationship and escalate any issues
Utilise oversight tools to monitor and promote successful supplier performance by:
Ability to take initiative: Action-oriented / Resourcefulness
Managing Execution: Directs work / Plans and aligns / Optimizes work processes
Decisive: Manages complexity / decision quality / balances stakeholders

149

Relationship Manager Resume Examples & Samples

Minimum 8 years successful and relevant relationship management and corporate banking experience with knowledge of credit
Knowledge of Corporate Banking Industry
Relationship management and Networking Skills
Background in ‘commercial banking’ products and experience of African business

150

Relationship Manager Resume Examples & Samples

Effectively generating new business - identify prospects and convert in line with the Bank's appetite
Strategically formulating account plan - provide clients needs-based solutions, structure appropriate credit facility, and execute various banking transactions
Proactively building trusted client relationships - maintain a portfolio of active and growing customers
Deliver quality credit proposal in a timely manner, working closely with Credit and team leader and assistant RM
Ensure credit quality of the assigned/acquired portfolio and be responsible for post loan drawdown monitoring, quarterly review and early alert management
Work closely with internal partners and stakeholders from Credit, Operations, Legal & Compliance, Product, KYC/CDD
Accountable for implementing and complying with AML requirements when performing duties

151

Relationship Manager Resume Examples & Samples

4 requisite years of client relationship management, institutional retirement plan sales, and/or retirement plan
Microsoft’s PowerPoint, Excel and Word applications
Appointed as an agent by TIAA and T-C Life

152

Relationship Manager Resume Examples & Samples

Manage a portfolio of the largest and/or more complex Private Banking account relationships. Expand account relationships through the sale of additional Company and Group products and services to increase fee-based income and contribute to maximized economic profit
Communicate and meet with customers on a pro-active basis and respond to their inquiries and requests in a timely and accurate manner according to established service quality standards
To implement the Group Compliance policy locally by managing compliance risk in liaison with the Head of Group Compliance, Regional Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators
Minimum of twelve years proven and progressive private banking, lending, investment and broad-based banking and finance experience or equivalent
Strong knowledge of regulations affecting area of responsibility as well as investment markets, concepts, and products and ability to discuss these with customers

153

Relationship Manager Resume Examples & Samples

Be adept at building, maintaining and enhancing long term relationships with multiple stakeholders internally and in the external market
Have a strong achievement and sales drive, with a proven record of delivering results
Be able to apply your knowledge and experience to identify new or better approaches to meet business goals and priorities
Understand the key elements of credit risk, compliance and the regulatory environment in banking
Demonstrate strong commercial acumen and analytical skills as well as superior attention to detail
Demonstrate the ability to plan ahead and prioritise competing tasks
Hold a degree in a related field such as commerce, accounting, finance, or business
Relish working in an environment where a strong customer focus, hard work, initiative, innovation and a sense of humour are all required

154

Relationship Manager Resume Examples & Samples

Relationship managers are also required to cross sell and up sell products and services to customers
Other duties include
Quickly understand and analyse customer needs, listen and actively
Complete additional projects and tasks as assigned
Up sell and cross sell additional products and services as required
Receives specific instructions on unusual situations or matters that depart from established procedures

155

Relationship Manager Resume Examples & Samples

KEY CHALLENGES/ANTICIPATED CHANGES
REPORTING LINES
CANDIDATE SPECIFICATIONS

156

Relationship Manager Resume Examples & Samples

Processing, overseeing, reconciling, and communicating the successful completion of all client requests and transactions, including account establishment, account maintenance, service requests, check requests, account purchases, investment exchanges, redemptions, and transfers
Preparing and maintaining documents and client files in accordance with FINRA and SEC requirements
Answer incoming phone calls
Assisting with the preparation of client information using MS Word, MS Excel, and MS PowerPoint

157

Relationship Manager Resume Examples & Samples

Tertiary Qualification in a business related field and strong knowledge of financial statements and credit assessment skills incorporation (background of sound business lending)
Strong verbal and written communication skills, computer literacy and demonstrated excellent customer focus
Demonstrated understanding of small/medium business needs and expectations
Ability to work autonomously, work with a team, and proven analytical, negotiation and problem solving skills

158

Relationship Manager Resume Examples & Samples

Strong knowledge of financial statements and credit assessment skills incorporation (background of sound business lending)
Demonstrated People Management and Coaching skills
Should also have the ability to originate new business
Ability to work autonomously and with a team. Should also have proven analytical, negotiation and problem solving skills
Strong verbal and written communication skills, computer literacy and excellent customer focus

159

Relationship Manager Resume Examples & Samples

Strong sales/relationship management experience
Strong financial experience
Demonstrated ability to originate new customers
Strong understanding of financial statements and credit assessment skills incorporating a background of sound business lending

160

Relationship Manager Resume Examples & Samples

4 year college degree or related business experience
Minimum of 3-5 years of customer service/client facing position within a financial services environment. Retirement experience considered a plus
Travel up to 20% may be required for this position
NASD Series 6 and 63 required within 120 days of employment

161

Relationship Manager Resume Examples & Samples

Execute, manage and lead their customers and partners through the onboarding processes
Drive adoption and usage across their customer base for all purchased workloads
Work closely with the account management team to help drive overall success and intent
Build and maintain strong relationships with multiple contacts within the assigned customers including executive roles
Maintain strong working relationships with other customer facing account personnel in the Sales, Services, Marketing and Product Management teams
Analyze, develop and communicate key Onboarding process and technology improvement feedback for the FastTrack Center end to end process (Onboarding, Migration and Adoption)
Deliver and report key business metrics for FastTrack Center assigned customer base
Working in the office is required in order to foster a team culture that is highly collaborative and focused on making every onboarding experience perfect
Demonstrated ability to lead, manage, build and deliver customer and partner business results thru an engineering or professional services team
Cloud competency: Possess the knowledge and personal conviction to articulate why the cloud and Office 365 and/or EMS in particular is a transformational industry change
Customer and Partner Focus: Demonstrated skills and abilities to consistently create an amazingly positive experience for our customers and Partners
Adoption Focus: Possess the knowledge and confidence to help motivate a customer’s adoption of their purchased Microsoft cloud-based workloads based on an understanding of customer needs
Strong communication skills to effectively drive recommendations and land priorities across customers, partners, senior executives and across organizational boundaries
Strong problem solving ability ranging from conceptualization to implementation
Strong leadership, relationship building to create, reinforce, motivate and guide customers and partners
Microsoft Cloud technical competency: Possess a broad knowledgebase of Office 365 and/or EMS technical architecture
Story Telling: demonstrated ability to create narratives that are targeted to partners and customers on an emotional level, delivering clear outcomes and a call to action
Collaboration: exceptional collaborator on complex multi-faceted programs across multiple groups with varying priorities
Applicants must be comfortable with ambiguity while striving for clarity with the personal desire and initiative to drive proactive business impacting change and clarity
Experience deploying Office 365 and/or EMS is preferred
Microsoft field organizational experience is helpful

162

Relationship Manager Resume Examples & Samples

7+ years experience in financial services desired. Intermediary relationship experience required
Requires excellent leadership, negotiation, organizational, problem solving, oral and written communications, and presentation skills
Expert knowledge of the retirement industry and competitive environment, including Intermediaries. May lead conversations at the intermediary firm level for broad discussions regarding plan design and optimal plan usage across multiple plan types
Understanding of retirement marketplace. Expert knowledge of retirement offerings and capabilities. Drives toward improving plan health through Prudential offerings and secure retirement features
Proven track record of positive persistency, revenue growth, referencibility and health of client and intermediary relationships
Independently leads partnerships with Sales, Operations, and other business partners across Prudential to facilitate resolution of services issues
Independently leads difficult conversations and negotiations with clients and intermediaries, and internal partners with positive results. Provides support for Service associates
Leads relationship building efforts for assigned top intermediaries. Manages sensitive issues and client service remediation. Ability to consult on multiple product lines including DC, NQ, AIC, ESOP, 457b, 403b and DB
Ability to manage multiple priorities or projects
FINRA Series 6 or 7, 63. Life & Variable annuity licensed
Travel required: 30-40%
QKA, QPA, NIPA, or relevant industry credentials preferred

163

Relationship Manager Resume Examples & Samples

The primary objective is to maximise risk-adjusted portfolio contribution
To manage and sustain a portfolio of Commercial Banking customers, building long term relationships founded on efficient and reliable support for their business. This is achieved particularly through quick risk decisions and managing consistency and quality of operational service
The jobholder will be responsible for business development both with new customers and with existing customers where they are expected to increase “wallet share”
Internal and external senior risk assessment and management
Influencing and Negotiating
Man-management/development

164

Dealer Relationship Manager Resume Examples & Samples

Excellent sales presentation skills to motivate new clients to use services and product
Thorough knowledge of indirect finance products (retail/lease)
One year Financial statements analysis experience preferred
PC Skill (Lotus, Excel, Microsoft Word)desirable

165

Relationship Manager Resume Examples & Samples

Demonstrate a broad product expertise and proven successful track record
Significant management /relationship coverage experience within banking or a financial services organization
Ability to interact with product partners across Citi and the GSG network
Proactivity - Identifying new business opportunities
MBA qualification or advanced degree business degree is highly advantageous (or equivalent experience)

166

Dealer Relationship Manager Resume Examples & Samples

Interface directly with all dealer personnel
Train dealers on contracts/worksheets
Inform dealers of policy, procedures and price changes
Interface with Maserati Region personnel on a regular basis
Attend Maserati monthly Regional closings
Monitor ongoing dealer performance such as efficiency ratios, delinquency losses, profitability, etc
Increase and maintain required market share levels
Attain volume plan at acceptable business levels
Knowledge of indirect auto finance industry strongly desired
Thorough knowledge of indirect finance products (retail/lease) strongly desired
One year financial statements analysis experience preferred
PC skills (Microsoft Word, Excel, PowerPoint)
Travel within assigned territory will be required

167

Relationship Manager Resume Examples & Samples

Provide support to Senior Relationship Managers in servicing their clients including serving as a back relationship manager, facilitating the production and delivery of reports, meeting books and ad-hoc requests
Facilitate the orchestration of resources to best serve our institutional clients. Work with portfolio, research, legal/compliance, product, marketing, operations, and senior management. Maintain all client interactions and current client data in Salesforce
Broaden existing relationships through solutions-based cross-sales in partnership with Senior Relationship Managers, sales and consultant relations. Maintain a detailed knowledge of the firms focus strategies and initiatives along with all policies and procedures relating to client facing personnel
Series 7, Series 63/66, and Series 3 or ability to obtain within a specific time frame

168

Junior Relationship Manager Resume Examples & Samples

Administrative/accountancy qualifications or equivalent experience
At least 5 years of experience in Banking
Experience in Financial Services, specifically within Corporate and Investment Banking
Deep knowledge of financial markets, capital market products, global treasury management
Interpersonal skills/networking and results oriented
Able to create and sustain good personal contacts with clients, within the team and amongst Citi’s product partners
Strong communication/presentation skills

169

Relationship Manager Resume Examples & Samples

Proactively provide differentiated Business and Financial Advice to Business Banking clients
Conduct an annual discovery/strategy session with all clients documenting action plan in a Client Relationship Plan (CRP)
Deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client
Contact all clients quarterly with face to face contact for the highest value clients
Undertake pre-contact planning for all client calls/meetings
Demonstrate commitment to take ownership of client problems at first point of contact
Introduce and refer clients to enterprise partners to meet the client’s broader advice needs
Recognize client key milestones (personal or business related)
Develop, manage and action a personal development plan that ensures skills/knowledge are up-to-date. Ensuring sales, relationship management and product/service knowledge is at an appropriate level to manage the complexity of the portfolio
Develop network of RBC Partners to ensure client needs are met in an exemplary fashion
Participate in bank and industry events, focusing in the local market area to continue to build industry and professional expertise
Respect, understand and reinforce role clarity concerning responsibilities and accountabilities of team members
Keep current and up to date on industry/business trends and major events (through First Research newspapers, magazines, associations and websites)
Bachelor of Science Degree in Business, Finance, Banking or equivalent professional qualification
Masters Degree in Business Administration or other relevant discipline would be an asset
Successful completion of the Omega Credit Training Programme or other related credit training
Proven business/profit and client orientation
Ability to achieve business targets set by maximizing business development/cross selling opportunities
Ability to effectively undertake basic negotiations with existing and new clients in order to ensure achievement of the Unit’s strategic objectives
Intellectual curiosity and global mindset
Applied analytical abilities and problem solving skills

170

Junior Relationship Manager Resume Examples & Samples

Support Aviation Finance RMs in the region from onboarding client to aircraft portfolio management
Perform KYC and other due diligence activities. Conduct research on client background and prepare client profile
Appraise aircraft value and follow up market trend on second-handed aircraft transaction price
Drafting of key terms, proposals and compiling of credit applications
Prepare meeting summary with clients and other internal & external contacts
Liaise closely with Account Management team in Switzerland for account opening, KYC, PEP and CRM review
Assist ongoing credit monitoring regarding creditworthiness of existing client
Ongoing and proactive client investigation through internal network, internet, newspapers, industry, press and publicly accessible databases
Liaise closely with Portfolio Management team in Switzerland on aircraft inspection and operator audit
Conduct marketing activities to improve awareness of our capability internally and externally
Preferably to have 2 year experience of aviation finance / asset-backed financing and/or business jet industry in Asia Pacific
University degree holder
Be fluent in written & spoken English & Mandarin speaking
Passionate about aviation industry
Preferably to have experience in Private Banking or Credit Management

171

Relationship Manager Resume Examples & Samples

Day to day management of a portfolio of enforced loans ensuring compliance with legislative, credit and best practice policies and guidelines
Assist with the development of strategies/solutions for cases to advance deleverage and exiting of these loans
Widespread banking experience within a financial services environment
Have a significant background of experience in managing a portfolio of high risk clients or enforced loans
Experience of cash flow businesses and security structuring including the use of insolvency processes
Relevant third level business degree
Qualified Financial Advisor (QFA)
Able to adapt to change and thrive in a dynamic banking environment
Ability to identify early risk situations and construct innovative solutions where required
Strong ability to effectively engage with other areas of the business to support inter-departmental projects and processes which directly impact the business
Excellent credit writing, time management and prioritising skills necessary
Strong team player as well as the ability to work on own initiative

172

Relationship Manager Resume Examples & Samples

Experience managing a portfolio of clients backed by industry knowledge gained within banking, accountancy, legal, commercial property or professional services
Strong verbal and written communication skills, sound computer literacy and a passion for excellent customer service
Demonstrated analytical, negotiation and problem solving skills
Previous people management and coaching skills
Knowledge of financial statements and business lending is preferred but not essential

173

Relationship Manager Resume Examples & Samples

Relationship management experience including execution of deals between $1-10 million with an average of $2-5 million
Proven people management and coaching skills coupled with an excellent customer focus and the ability to originate new business
Demonstrated understanding of small to medium business needs and expectations
Strong knowledge of financial statements and credit assessment skills incorporating a background of sound business lending

174

Relationship Manager Resume Examples & Samples

Conducts required number of proactive annual plan reviews, investment reviews and service meetings with clients and brokers. Brings consultative element to relationships with the goal of enhancing client, advisor and TPA loyalty
Interprets discrimination testing rules and results. Consults on solutions to failed testing
Keeps clients and advisors apprised of product and service enhancements, including changes in investment options
Trains clients on TRS processes, procedures and resources, including all systems/technology for participants and plan sponsors
Consults with clients on plan termination issues. Submits plan termination requests for processing
Consults on participant communications strategy and options with client and advisor. Schedules workshops, facilitates fulfillment of enrollment materials. Reports back to client and advisor on success of strategy and program
Consults with clients and advisors on plan options in advance or following a corporate action such as a company merger or acquisition
Assists the Sales team with finals presentations, acting as the subject matter expert on topics such as TRS service model, installation process, ongoing administration, plan design, communications programs and procedures

175

Relationship Manager Resume Examples & Samples

Selling: Understands clients’ needs and requirements and with little or no supervision promotes and delivers a broad range of banking/corporate finance products. Develops and maintains customer relationships
Executing: Ensures sufficient documentation and credit support background for the right execution/delivery
Coordinating: Coordinates the efforts from Citi side (both locally and globally) to ensure the customers’ relationship requirements are met
Compliance: Comply with all policies and ensure client documentation is in order
Must have knowledge of credit policies, market risk policies, cross border and anti-money laundering but the basics about corporate technology standards, legal, COB and MIFT policies
Knowledge of loan products, corporate finance, FX, capital markets, cash management, derivatives, funding and gapping and trade. Has to be very familiar with market, customers, competition and local regulations

176

Relationship Manager Resume Examples & Samples

Develop a deep understanding of each client and establish trustworthy partnerships
Maintain a complete, accurate, up-to-date client investor profile and fully document the client relationship on an ongoing basis
Define a structured advisory process and the contractual arrangement most suitable for each client based on needs, objectives and expectations
Consistently bring UBS expertise and content to clients via a regular flow of relevant market updates as well as strategic and tactical investment advice by partnering up with various specialists from the Investment Bank, Global
Create and implement a strategic, quantitative client book development plan with measurable actions, monitor and re-assess regularly
Ensure clients are managed in a manner which complies with all relevant regulation, policies and standards, contributing to an effective risk culture on the team

177

Dealer Relationship Manager Resume Examples & Samples

Manage a territory of 38 Subaru dealers in the Dallas zone (Texas, Oklahoma, Louisiana, Mississippi and Arkansas)
Act as liaison between the manufacturer’s regional office and SMF to promote both SMF and Subaru of America programs and initiatives
Monitor ongoing dealer performance such as efficiency ratios, delinquency, losses, profitability, etc
PC skills (Lotus, Excel, Microsoft Word) desirable

178

Relationship Manager Resume Examples & Samples

Bachelor's Degree or equivalent experience in accounting, finance or related field
Minimum 3 - 5 years of financial services related experience
Excellent client relationship skills and superior partnering skills
Deep knowledge of bank products
Demonstrated sound credit, analytical skills and financial acumen. Established excellent written and verbal communication skills

179

Relationship Manager Resume Examples & Samples

Bachelors degree
8+ years in investment services
ACTIVE series 65
Proficient and able to communicate effectively in English
Have a proven record of success as a top performer in former roles
Preference will be given to those with a CFP designation

180

Relationship Manager Resume Examples & Samples

Maintain a personal portfolio of High Net Worth clients and provide them with a high standard of client service, ensuring effective channels of communication and that their financial requirements are met in accordance with established service standards and procedures
Maintain regular contact with existing clients and develop opportunities to further cross-sell and up-sell the WM products and services, where necessary introducing the appropriate specialists to help further strengthen the relationship to meet individual sales targets
Liaise with investment consultants and product specialists to deliver wealth management advice and solutions to clients by taking into account of clients’ circumstances
Perform know-your-customer procedures, including collecting relevant client information, performing and documenting client needs analysis and client risk profiling, documenting investment objectives and strategies
Conduct regular review of the performance of clients’ asset portfolio (e.g. financial performance, quality of account service, and anti-money laundering/counter-terrorist financing issues)
Work closely with relevant parties to ensure timely and accurate execution of transactions
Ensure client profile, client investment profile and call report are completed promptly and correctly

181

Relationship Manager Resume Examples & Samples

Key resource for Business Banking partners for high risk fraud situations
Proactively maintain fraud knowledge to help identify trends and best practices that may impact the Bank and our customers
Gather, document and provide output to stakeholders
Providing support and guidance to business partners by providing recommendations on different fraud scenarios as they arise
Act as a trusted business advisor on matters relating to Business Banking with a Fraud focus
Leverage a collaborative approach to solutions with continued focus on improvement
Facilitate field training to educate Relationship Managers on common red flags and fraud trends
Review and maintain documentation with updates of standard operating procedures and relevant process/procedural materials on intranet as they evolve
Manage monthly/quarterly reports on fraud losses and provides findings and trends to a large audience
Manage the investigation of Level 2 customer escalations related to Business Banking
Understand and apply Bank / industry operating policies and procedures
Be knowledgeable of and comply with all Bank, industry, regulatory and legislative requirements and codes of conduct

182

Junior Relationship Manager Resume Examples & Samples

Responsible for a consistently high level of customer & client satisfaction
Learns and practices customer service skills in a positive manner
Provide consistently high quality customer service & sales on each call/contact
Empathises with the customer when problems occur and takes ownership for resolving issues
Owns issues to completion, championing the customer to all internal departments
Anticipates the customer’s needs and responds quickly and accurately in a professional manner
Professionally manage challenging customers
Applies product and service knowledge to the highest standard
Transform sales/service enquiries into enhanced customer relationships
Participates with Management in the performance management process
Handle all tasks according to company principles and procedures
Develops effective partnerships with internal Citibank staff and departments
Identify and report inadequacies in operations and services to the designated personnel, including
Consistently operating at a high standard of quality/accuracy and within required timeframes; being accountable and taking responsibility for decisions being acted on and outcomes delivered
Making customers and their needs a primary focus of one’s actions; developing and sustaining productive relationships with customers
Communicating in a way that is clear, concise and easily understood; communicating with impact and credibility; influencing others using persuasive
Demonstrating the behaviours conducive to a professional, financial services organisation; treating others with respect and valuing their contributions; acting as an advocate for the organisation
Clear understanding of processes and procedures
Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations
Actively participating as a member of a team to move the team towards meeting its goals; helping other team members as required; actively assisting with the assimilation of new team members
Taking prompt action to accomplish objectives; taking action to achieve goals beyond what is required; being proactive
Taking responsibility for managing own performance by actively seeking development and feedback, and providing constructive feedback to others; organising meetings with manager to share feedback and review performance goals and development objectives
Coaching and Mentoring skills
Extensive customer service/ call centre experience preferably in the financial services industry
Relationship management experience highly regarded
Tertiary education in related field preferred however not essential

183

Relationship Manager Resume Examples & Samples

P&L / Business management responsibility for the assigned NPC/FI portfolio within SAIO Region (3 - 8 countries)
Act as a Trusted Advisor to Unit Head , NPC/FI SAIO on business trends & opportunities available within SAIO region & as and when required deputise in absence of Head, NPC/FI, SAIO
Managing a complex & senior client base including the CEOs & International Division Heads of Banks; For NPC Markets, Coverage may include Governors of Central Banks, senior Government officials in various Ministries especially Ministry of Finance (in our NPC markets) depending on the candidate
Working with key product partners in TTS/Markets/DCM/CMO/IB & others as needed to drive the various product agendas across this client base
Portfolio Risk Management (both credit & country risks) as the “first line of defence” for the combined business including
English pro-efficiency is a must, multilingual (Portuguese, French etc.) is a strong plus
Prior work experience in Citi in the areas described above (Business, Risk, Banking, and TTS) a strong plus. Minimum of 3-5 years of work experience
Strong analytical & credit skills a plus
Strong communication & presentation skills
Working knowledge of Citi products and credit policies/ procedures

184

Relationship Manager Resume Examples & Samples

Networking power
Technical proficiency
Commercial success
Series 7 license required
Excellent commercial and negotiation skills
Attention to detail and the ability to think creatively to solve problems

185

Relationship Manager Resume Examples & Samples

Ensuring in close cooperation with Global Relationship Management (GRM), that Deutsche Bank is the provider of choice for clients, and that all avenues for working with our client across different geographies and products are explored
Forming and participating in Client Service Teams with product teams, for key relationships to deliver tailor made solutions and providing follow up as required
Coordinating with other Deutsche Bank colleagues from Corporate Banking Coverage (CBC), and Global Network Banking (GNB) to ensure Clients receive seamless worldwide banking services
Originating new transactions from both existing and new clients
Ensuring KYC processes are adhered to in your client portfolio, both new client adoption and periodic reviews
Assisting Team leaders to form viable business strategies, implementation plans, as well as prompt work process adjustments from time to time, to adapt to changes in the market/regulatory environment
Coaching junior staff on efficient transaction execution and their career development
Building and maintaining GNB United Kingdom (UK) profile in the organisation through active networking and support
A Bachelor’s degree or the equivalent experience or qualifications
Extensive client service experience in the banking industry, paired with a strong sense of accountability and integrity
Excellent communication skills with the ability to present to senior management confidently and knowledgeably
International work experience (beneficial
Well informed about the core products, business environment, regulatory regime and market trends
A good team player who is willing to learn and work hard
Motivated, diligent and results oriented
A self starter
A good mentor to junior staff

186

Relationship Manager Resume Examples & Samples

Manage and develop corporate client base with the objective to maximize earnings to the bank
Cross-sell Citi’s product to Global Subsidiaries Group customers
Drive the account planning process and outline the financial view for portfolio accounts and agreed prospects
Be able to identify client requirements and proactively sell a full range of Citibank product, e.g. Trade, Cash, FX, Loans, Capital Markets
Strong marketing skills and capable of building good relationship with customers
Initiate and implement new target market names and product business opportunities to expand and diversify revenue streams within X-border constraints
Work together with other staff members in different locations in enhancing teamwork across the country
Coach junior team members to improve work and team engagement

187

Relationship Manager Resume Examples & Samples

Good at organizational and time management skills
Understanding of business banking client segment, products and services
Competent in spoken, and written English and local languages
Ability to work effectively in a team environment

188

Relationship Manager Resume Examples & Samples

University degree or above with at least 5 years of banking experience
Have in-depth product knowledge, such as Cash, Trade, Derivatives, Fixed Income, and Equities; and strong credit & risk management skills as well
Strong marketing skills and capable of building good relationship with customers. Relationship coverage experience on large local companies and financial institutions will be a plus. Would also be value-adding if the candidate has short-term working experience in Chinese Public Sector, e.g. MOF, SAFE, NDRC, SASAC, Ministry of Communication, CDB and CHEXIM, etc; or provincial PSG names, e.g. Finance Bureau, provincial DRC, Communication Bureau etc

189

Relationship Manager Resume Examples & Samples

Operate as a strategic advisor to the businesses on behalf of Events by providing account management services to our stakeholders
Be responsible for the creation and ownership of their annual event plans in order to support their long term objectives and growth forecast. A large element of this role involves budget management to ensure we are leveraging every opportunity to platform the firm and offer strategic advice
Working as part of a collaborative team to offer this service, measure event success and operate as a trusted advisor to the business and working alongside other Communications and Marketing teams to input into full campaigns where relevant
Indentifies and builds partnerships with clients and stakeholders
Developed Senior Stakeholder skills
Understanding of our competitors, and keeping abreast of trends and market activity
Acts as an ambassador for events
Exceptional project management skills and experience managing complex events
Excellent communication skills and ability to be impactful to stakeholders and influence
Confident, proactive, responsive and enthusiastic
Initiates and drives change – maintaining team moral and buy in throughout
Recognised as a subject matter expert
Broad and comprehensive understanding of concepts and principles
IT literate (ppt, word, excel and web based technology)

190

Relationship Manager Resume Examples & Samples

Bachelor's Degree or 3 years relationship management experience
Minimum of 4 years commercial real estate lending experience
Minimum 2 year financial and income tax analysis experience
1 year CRA (Community Reinvestment Act) loan experience preferred
Strong understanding of all products and services applicable to target client segment
Superior knowledge of commercial real estate finance, apprasial, credit policies and procedures, and bank operations policies and procedures
Excellent client servicing and sales skills preferred
Credit analysis and accounting skills preferred

191

Relationship Manager Resume Examples & Samples

Supporting members of the team to continue to grow business (new solicitations and penetration into existing names) in the United Kingdom (UK) and Ireland
Supporting Bankers in all aspects of the client relationship, preparing client presentations, analysing financial accounts, attending client visits and managing the follow-ups
Developing a sound knowledge of Investment Banking, Global Transaction Banking and Markets products, to refer these opportunities to respective colleagues
Supporting Senior Bankers in all aspects of credit relationship, preparing client business cases and helping Credit Risk Management and the Loan Portfolio Group to better understand our clients
Establishing and maintaining effective and trustworthy relationships with new and existing customers at working level, in close coordination with Corporate Bankers
Potentially covering your own client group for the supervision of CBC UK/Ireland Country Head
Coordinating internal requirements for business opportunities, such as Know Your Customer (KYC) or other regulatory requirements in cooperation with the respective departments
A Bachelors degree in business administration, finance, economics or a similar field of studies, or the equivalent experience or qualifications
A strong background in corporate and commercial banking, including experience of flow products such as cash management, trade finance and foreign exchange
Strongly self-motivated and structured approach
Strong analytical skills and numeracy, excellent communication and presentation skills
Excellent English and Turkish language skills
Excellent Microsoft Office Skills, especially in Excel and PowerPoint
Excellent partnering skills and stakeholder management skills
The ability to successfully navigate a complex organisation, build strong relationships and work collaboratively with business and management teams, as well as other functions
Proven ability to multitask different projects and prioritise against tight deadlines

192

Relationship Manager Resume Examples & Samples

Minimum 4-6 years of client service experience in banking industry paired with a strong sense of accountability and integrity
Understanding of the business environment, regulatory regime and market trends in China
Thorough knowledge of different bank products, particularly commercial/transaction banking products
Some international work experience is preferred
Fluent in Mandarin and English, both verbal and written; German knowledge is appreciated

193

Relationship Manager Resume Examples & Samples

Customer acquisition and building customer relationships in Ireland, with a main focus on e-commerce and mid cap corporates that have multinational presence
Liaising and co-ordinating with other regional CCB teams to develop processes aligned with the requirements of CCB customers and identifying further business opportunities
Interaction with cash management product and implementation teams to improve the product offering and service standards
Extensive experience in providing and selling cash management services to corporates
Thorough understanding of banking products for middle market corporate customers
Experience in working in or with e-commerce companies
Ability to assess credit risk of the corporate client

194

Relationship Manager Resume Examples & Samples

Bachelor of Science or equivalent in and/or M.B.A with a background in Business, Finance or Commerce preferred. At least 3 - 5 years practical credit, operations and insolvency experience or equivalent
Portfolio Management and reporting requirements
Excellent credit and analytical skills
Customer Relations and relationships with legal & insolvency community and other advisory individuals/groups e.g. appraisers, engineers
Personal Effectiveness, which includes the ability to influence and negotiate, demonstrate motivation, adapt to varying conditions, seek creative, innovative solutions, communicate and use personal development opportunities
Making Decisions and Solving Problems
Highly developed relationship management skills
Highly effective in working in team environment

195

Relationship Manager Resume Examples & Samples

Managing client relationships
Performing proactive client communication and providing excellent customer service
Presenting Retirement Plan Executive Summaries at annual client meetings
Attending and presenting employee education meetings
Managing projects for the RPS team

196

Relationship Manager Resume Examples & Samples

Clear client focus, high quality and service mentality
Good communication and strong social interpersonal skills
Good knowledge of basic banking products & services
Good knowledge of Private Banking Operations
Fluent in English, French and German
Excellent team player, eager to further develop the own skills to the benefit of the independent asset manager and its clients

197

Relationship Manager Resume Examples & Samples

Relationship building for new and existing corporate client accounts
Management and compliance of all aspects of the Client Contract
Organising and managing regular client service reviews
Act as a point of escalation for the Client; as the customer advocate within the business ensure company service delivery is met through meeting and exceeding agreed KPIs and SLAs
Development of existing and future SLAs and managing Client re-negotiation of same
Monitor operational performance of services, identifying trends in queries and making suggestions to reduce future query levels
Interaction with other team members, departments and management to improve efficiency and effectiveness of the unit
Regular feedback to Team Leader on cases and queries
Adhere to and contribute to OmniPay processes and procedures
Customer focused, with the ability to identify, empathise with and satisfy customer needs
Quality focused with attention to detail
Exceptional standard of communication skills, both written (English) and verbal
Ability to schedule tasks in an effort to manage time and priorities within a busy working environment
Self-motivated with the ability to work on own initiative or as part of a team
Ability to work under pressure to tight deadlines, with a drive and commitment to delivery
PC literate, comfortable working in a technology based environment
Previous experience of working in a Client services environment, preferably corporate level client support
Previous experience of working in a credit card acquisition related customer service role an advantage
3rd level business certification

198

Relationship Manager Resume Examples & Samples

Owns and is accountable for key corporate client accounts, including retention & further revenue generation, through consultative value add selling
Meets or exceeds revenue & EBIDTA expectations
Ensures operational excellence is delivered with the support of the Service Specialist team
Creates competitive advantage through expertise & knowledge
Generates new business from within the portfolio and explores revenue generating opportunities within different industries and sectors
Agrees & establishes long term Relationship Development Plans per account within their assigned portfolio and ensures periodic reviews of these plans take place with clients
Develops & grows relationships with C-level contacts & decision-makers
Identifies, creates and implements action plans for all at risk accounts
Leads sales & marketing activities on a per account basis to ensure clients are aware of our product & solution offerings
Demonstrates analytical insight and thorough knowledge of transaction & interchange level details pertaining to their accounts and understands the impacts on both the client‘s & our business
Responsible for facilitating & conducting monthly & quarterly reviews with the relevant stakeholders within the relationship
Maintains accurate records of all account activity within Salesforce

199

Relationship Manager Resume Examples & Samples

Partner with PAM teams, Risk, Service organisation, product and sales teams to achieve the best solutions for the client
Prospect new SAM clients and acquire new business from these clients building up a local relationship
Design and deliver innovative FICC and TTS (and Non-TTS) solutions to help the clients manage their foreign exchange and interest rate risks, balance sheets, working capital and supply chain activity to meet their corporate goals
Ensure we are fully connected with all Global Banking compliance and risk management policies. Manage credit allocations with PAM Team and work on stand-alone credit reviews as required
Improve knowledge of Clients' needs from information sharing, and regular face-to-face client calling program
Become a true trusted advisor to local CFOs / Treasurers. Identify and anticipate structured / corporate finance, as well as FICC and TTS solutions to meet the requirements of the clients
Business Results: revenue targets dependent on portfolio; executing coverage strategy and business plan for names managed in the portfolio including account planning and calling strategy; know the competition and be able to provide critical input to win transactions
Leadership: set clear and measurable goals for self; deliver against own and the Unit’s targets/goals; potential understudy of Team Leader
Customer Effectiveness: Primary banker on a portfolio of clients; major share of customer wallet; multi-product penetration; strong Customer Satisfaction Index (VoC) rating; strong customer relationships resulting in invitation to participate in all relevant deals
Execution Skills: implementation and execution of solutions; ability to put together and coordinate deal teams; anticipates customer needs; anticipates and executes credit requirements with an ability to initiate, motivate and manage credit exposure; results driven; effectively manage bank sales and service delivery to customers; design solutions to current problems in ways that also address future needs; ability to coordinate and lead deal teams
Risk Skills: Credit Officer (or strong propensity to achieve CO status in near term); proven Risk skills; credibility with the Risk organization
Professional Standards: solid track record; high accountability and responsibility; high professionalism; ability to anticipate customer market needs
Personal, Business and Technical Proficiency: service oriented; sound judgment; knowledge of broad range of Corporate banking products; strong user knowledge of MS Office suite; ensure Compliance and KYC policies adhered to for customer base
Relationships – Internal and External: access to customers on all levels; ability to determine and gain access to emerging leaders and players of customer organization; leverage internal expertise to deliver superior advice, products and services; become clients’ Trusted Advisor; work closely with internal partners to drive client satisfaction and build client loyalty, and to develop innovative solutions to meet specific customers’ needs; alignment of bank resources for results
Global Effectiveness: understanding and effectively managing Citi’s global capacities and complexities; sound credit management; strong internal network
In-depth understanding of compliance issues, global and local regulatory requirements; experience in working with and within a matrix organization and cross-functional teams. Skills
Strategic thinker and ability to re-align timeously in line with market dictates
Strong Sales / Customer and Business Development skills
Strong communication skills – verbal and written
High standards
Planning skills, Time management and prioritisation of key deliverables
Decision-making
Process and Controls
Managing a Matrix
Deal Origination and Execution Skills
A Bachelors Degree at minimum. A second degree would be an advantage

200

Relationship Manager Resume Examples & Samples

Ensure partner contract compliance and manage contract renegotiations. Secure marketing commitment according to forecast. Manage growth profitability
5+ years of experience leading partner relationships developing strategic account plans
Concise and clear communications; solid interpersonal skills
Bachelor's Degree or 4 years equivalent client relations experience
Operations minded
Decision making via Data and Analytics
Strong organization and negotiations skills

201

Relationship Manager Resume Examples & Samples

Develop existing and new relationships
Cultivate and manage relationships with other areas of BNP Paribas to ensure to promote cross selling
Ensure product documentation including credit facilities is at all times correct and appropriate
Previous private banking experience a must
Client focussed person with excellent interpersonal relationships
Ability to discuss and have the knowledge of the full range of PBA products
Ability to expand the client network
Familiar with procedures and documentation requirements
Must be a team player with good initiative and team spirit
Good PC and English writing skills
At least 7 years private banking experience including credit and marketing
Must fulfil the fit and proper criteria for SFC & HKMA

202

Relationship Manager Resume Examples & Samples

Facilitating the retention and profitability of current relationships and assisting in exploration of new product/service opportunities with assigned clients
Seek cross sell opportunities for Retirement products
Accountable for facilitating strategic discussions with assigned plan sponsor accounts to review the utilization and success of retirement programs and products
Retain existing retirement business through execution of a mutually agreed upon plan with the plan sponsor. This may include one or more of the following activities: proactive retention initiatives such as conducting annual performance reviews, attending Board and/or Trustee meetings, promoting educational opportunities for the plan sponsor and their participants and conducting a regular plan sponsor contact schedule
Ensure customer satisfaction with retirement programs by proactively identifying issues and at risk clients
Participate in customer acquisition deals at propose or close phase to engage the plan sponsor. Serve as a liaison between cross-functional teams
Responsible for ensuring plans meet the target profitability ranges established by unit

203

Relationship Manager Resume Examples & Samples

Provide a “Wealth Management” solutions / advices to High Net Worth Individual
Find, Attract and Win new clients
Nurture and Retain existing clients and entice former clients back into the Bank
Continuously develop relationships with a portfolio of clients
Provide a “Single Point of entry” into the Bank with an efficient access to a network of specialists
Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
Maximize client assets and revenues from its AUM (Asset Under Management)

204

Relationship Manager Resume Examples & Samples

Demonstrates understanding of client’s business needs as well as ability to generate solutions and procure support from product groups
Leverages on the DBS network to deepen client coverage and enhance overall portfolio return
Completes and executes account plans for identified clients within sector to increase wallet share
Formulates, develops and sets marketing strategies for Real Estate industry segment
Increases product penetration and cross selling including Treasury (including Fixed Income), Cash & Trade, Structured Finance, Capital Markets and M&A Advisory
Ensures timely submission of RFP responses, pitches, credit memos & supervision reports as well as meeting of deal execution timelines
Handles robust credit and operational risk management of portfolio
Responsible for the financial revenue and budget for the clients’ groups
Oversees and reviews work procedures to ensure quality and compliance in execution
Provides supervision to relatively more junior banker(s)

205

Relationship Manager Resume Examples & Samples

Establish, grow and retain quality customer relationships and portfolios of corporate banking customers by offering differentiated solutions that exceed customer expectations
Achieve business targets through identifying and realizing business opportunities in commercial lending, trade financing and other related financial solutions in line with internal lending guidelines
Explore new business opportunities in the corporate banking sector through various business networks and channels and by increasing business penetration in existing portfolios
Manage credit risks proactively, prepare thorough financial analysis and credit proposals, and conduct regular credit reviews according to internal policies and guidelines
Be conversant with credit policies and regulatory requirements, and ensure full compliance with both internal and external regulatory and compliance requirements

206

Relationship Manager Resume Examples & Samples

Managing and growing a portfolio of corporate accounts and identifying new business opportunities
Deepen and broaden existing / new client relationship
Negotiate and structure tailor-made credit facilities in meeting clients’ financial needs
Cross-sell product capabilities and regional franchise / network to deepen client coverage and enhance overall portfolio return
Robust credit and operational risk management of portfolio

207

Relationship Manager Resume Examples & Samples

To bring in new account relationship and hence income to the bank
To monitor and manage account relationship in order to optimize return
To actively cross sell and promote products and services of the Bank
To deliver quality underwriting recommendations based on sound judgment, and a systematic and consistent approach in line with Bank’s credit policies
To ensure the accuracy of the facility’s regulatory administration and legal documentation, prepared for the purpose of ensuring the Bank’s exposure to client is legitimate and enforceable
Develop marketing plan, call on target customers and structure new deals
Evaluate and assess new credits as well as existing relationship
Maximize return from the relationship profile
Cross sell and promote the products and services of the Bank
Perform timely facility documentation and administration, ensuring adherence to prevailing laws and banking regulations
At least 3(Associate)-5(Senior Associate) years of relationship management experience in commercial lending
Sound trade products & industry knowledge
Experience in cross selling investment banking products

208

Relationship Manager Resume Examples & Samples

Explore new business opportunities in the corporate banking sector through various business networks and channels, and by deepening business penetration in existing portfolio
Achieve business targets through identifying and realizing business opportunities in commercial lending, trade financing and other related financial solutions under Bank's ending guidelines
Identify and minimize credit risk, prepare thorough financial analysis, credit proposals / regular credit reviews in accordance to Bank's guidelines and policies
Be familiar with credit policies and regulatory requirements, and to ensure full compliance with internal and external requirements on banking activities

209

Relationship Manager Resume Examples & Samples

Source New to Bank IBG 3 – relationships
Build a diversified portfolio to reduce concentration risk of portfolio & offering revenues from asset, trade, cash, treasury, fees, liabilities, etc
Asset opportunities to be sourced aligned to the bank’s lending norms
Maintain high level of quality and consistency while proposing various facilities for the customer
Cross sell of trade, cash management and foreign exchange related facilities to increase PPC ( Product Per Customer) to a minimum of 3
Implement & execute IBG 3 - business strategy to increase market share & to achieve targets consistent with IBG3 - revenue, ROE & Cost / Income ratio targets
Regular Tracking of progress on the agreed key metrics towards delivering on the strategy
To comply with the Bank’s process & policies and ensure positive ratings during all Country / Group audits
Source New to Bank customers and build the IBG 3- by selling asset, trade, cash management and forex etc. to the customers
Increase the wallet share with the customer by constantly exploring opportunities to cross sell other products offered by the bank
Overall 3-4 years of experience in sales
2 - 3 years of sales experience in SME / Mid-market lending
Proven sales track record in asset business in the SME/Business Banking segment

210

Relationship Manager Resume Examples & Samples

Meeting or exceeding established client spend volume goals while demonstrating U.S. Bank’s core values
Deliver client profitability expectations from existing accounts through growth and program optimization
Product cross sell and upsell
Makes sales presentations to existing clients and partner with sales on prospective clients
Supports implementations of new clients and products with industry knowledge and best practices
4 or more years of Commercial Card Account Management or Sales experience
Ability to travel – 20-40% depending on assigned portfolio
Considerable knowledge of commercial payment products, client service issues, and organization operations
Excellent interpersonal, presentation, verbal and written communication skills

211

Relationship Manager Resume Examples & Samples

You are able to drive targeted appointments that enhance engagement with clients
You give specialized service and unique experiences to each client
You are sales focused and knowledgeable about financial planning
You are known for your excellent communication skills both written and verbal
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele

212

Relationship Manager Resume Examples & Samples

Successfully complete a training rotation through core bank functions, including credit, deposit services, preferred banking, lending support, compliance, business banking, trust, and investments
Service existing clients by processing loans, preparing/ maintaining loan logs, loan documents, acquiring client data, and handling customer transactions by phone, mail, email, or in-person meetings
Learn to explore opportunities to expand existing relationships, through careful identification of customers’ total financial profiles
Attend sales calls in the office and in client offices with Mentor RM, to learn the process of exploring client needs
Following the initial apprenticeship, assume full responsibility for servicing a diverse client base, of which at least 20 client relationships will either have been granted by the Mentor RM, or will have been developed by the Associate, generally with the help of their Mentor RM
Continue to learn the full scope of bank products in lending, deposits, business banking, investment management, brokerage services, and trust services
Obtain Series 7 and Series 63 licenses
Willingness to perform whatever duties are required to provide superior service to clients and to maintain long-term relationships
Perform duties and responsibilities specific to department functions and activities
Performs other duties and responsibilities as required or assigned by supervisor
An undergraduate degree from an accredited, four-year institution
At least two years of prior experience in banking or financial services
(Must be familiar with banking terms and bank products and services.)
Desire to be a full-service banker, specializing in lending, with a passion for deepening the client relationship
Experience with processing and underwriting residential loans, or as a funding specialist, is a plus
Exceptionally strong customer service orientation
Established proficiency in standard office computer applications; experience with PowerLender a plus
Excellent written communications skills, including proper grammar, punctuation, and syntax

213

Relationship Manager Resume Examples & Samples

Management of existing issuer relationships and origination of new mandates
The successful candidate will also be in charge of fee negotiations for both existing and new mandates within the sector
The role will involve working closely with the analytical global infrastructure and project finance team, as well as the Fitch offices around North America. From the outset the individual will enjoy a high degree of autonomy and responsibility, with excellent opportunities for self and career development
This role requires solid relevant municipal transportation and infrastructure / project finance experience, with a detailed understanding of debt capital markets and private placement market
A detailed understanding of the infrastructure and project finance sector as well as a general understanding of corporate credit analysis would be an advantage
The candidate must have excellent communication skills and be able to communicate at senior management level
Strong marketing, interpersonal and negotiation skills are a pre-requisite
Language skills would also be beneficial

214

Relationship Manager Resume Examples & Samples

Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede’s best thinking and practices. Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client’s wealth objectives
Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan
Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions. Adopt a ‘leader among peers’ management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate
Participate in new business development process, attend Glenmede-sponsored events, cultivate COI’s, partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives.Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms
Become proficient with Glenmede’s investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies
Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking
Supervise support staff and work closely with junior professionals by teaching specific skills and sharing experiences that will allow them to expand their contribution to the firm
Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts
A minimum of ten years’ experience in Investment Management with a focus on Portfolio Management and a track record of investment success
Proven ability to work with private clients in a collaborative team-based environment
Strong knowledge of and interest in the Capital Markets
Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan. Bachelor’s degree required
Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA)

215

Relationship Manager Resume Examples & Samples

Manage designated client relationships by drawing upon personal skills and experience and those of colleagues and outside advisors to provide integrated, appropriate and thoughtfully innovative wealth advice and solutions in the areas of financial, retirement, succession, trust, income tax, and estate and gift tax planning
Responsible for overall client satisfaction through timely delivery of services and through regular and effective communication with clients and partners
Participate in financial administration and provide guidance and issue resolution for complex client relationships
Administer client fiduciary relationships ensuring that fiduciary standards and practices are observed
Administer special assets, including real estate and life insurance
Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, outside trustees, attorneys and CPAs
Prepare annual trust reviews and prepare and maintain Client Wealth Objectives
Provide support for business unit and firm needs in the areas of fiduciary practice, compliance oversight and illiquid asset process
Supervise administrative staff and associates and monitor and review staff performance. Provide career guidance and identify training needs
Prepare and present meeting presentation materials in collaboration with team members, including the summary of Client Wealth Objectives, relationship summaries, financial plans, and trust synopses
Serve on committees and contribute to the functioning of the Wealth Advisory department, the business unit and the firm overall
Bachelor’s degree required. Advanced degree such as MBA or JD preferred
Professional designations such as CPA, CTFA or CFP preferred
Financial Planning experience preferred
10+ years’ experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm
Ability to communicate effectively with clients and attorneys and other outside advisors
Command of Microsoft Office and ability to adapt to investment-oriented IT applications (e.g. Salesforce, Global Plus, InvestEdge)

216

Relationship Manager Resume Examples & Samples

Provide daily administration of charitable trust and investment management accounts for foundations and endowments in consultation with Endowment & Foundation team, Finance, Operations, outside trustees, staff, Board, committee members, attorneys and accountants. Facilitate account on-boarding and daily transactions, respond to client inquiries, analyze and resolve issues, and conduct account reviews
Deliver specialized foundation management services including grants system management and planned giving administration; coordinate grants administration and compliance for private foundations
Support senior officers in managing relationships and providing advisory services and solutions to foundation, endowment, charitable trust and other nonprofit clients and prospects
Administer fiduciary relationships ensuring standards and practices are observed,
Prepare annual trust reviews, trust synopses and distribution calculations
Administer special assets, including real estate, loans, partnerships and life insurance
Responsible for client satisfaction through timely delivery of services and through regular and effective communication with clients and partners
Prepare meeting presentation materials in collaboration with team members, including client objectives, cash flows and special reports; attend and participate in client meetings and perform follow-up
Selectively participate in new business development efforts, preparation of RFP responses and presentation materials to prospective clients to support firm growth
As applicable, provide direction to support staff and delegate appropriate responsibilities. Provide career guidance and identify training needs
Serve on committees and contribute to the functioning of the Endowment & Foundation team and the firm overall
Bachelor’s Degree required. Advanced degree in law, business or accounting preferred
Professional designations such as CPA, CFTA or CFP preferred
Proven ability to communicate effectively with clients, co-workers and other professional advisors both in person and in writing
Strong analytical skills and detail-oriented, particularly with financial calculations
5+ years of experience in financial services; experience with foundations, charitable trust administration and nonprofit clients required
Demonstrated proficiency in Microsoft Office suite and ability to quickly master financial industry-standard software and grant tracking software
Domestic travel required; up to 20% annually

217

Relationship Manager Resume Examples & Samples

Conduct enrollment meetings, educational seminars, annual plan and fund performance reviews
Assist Sales Rep in case acquisitions, planning, retention and management; share ideas and client needs throughout all phases of implementation life cycle; provide feedback to marketing and product; manage the case specific profit and loss/pricing of each assigned account based upon established revenue targets
Interface with plan sponsors and brokers to understand overall objectives and requirements; prepare a plan for each account to identify short- and long-term goals and objectives and how they may be met
Submit regular verbal and/or written reports on all activity for the clients serviced to management personnel and the clients
Serve as a point of escalation for issues or activities that the plan sponsor encounters as a result of account service; expedite the resolution of customer problems/complaints
Bachelors degree preferred, or equivalent work experience
Requires FINRA Series 6 & 63 & applicable state insurance licenses within the established GWFS timeframe
2 - 4 years industry experience
Comprehensive industry knowledge essential
Demonstrated sales and investment product skills
Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook
Demonstrated effective communication and presentation skills
Will travel majority of the time (50-60%)using personal vehicle to go to local meetings with plan sponsors and brokers
Must have face-to-face experience preferably in a field structure environment
Must be Bilingual in Spanish

218

Relationship Manager Resume Examples & Samples

Responsible for providing relationship management and overseeing 60-85 plans, generally in the $3MM - $26MM range
Responsible for assisting with the sales team on developing new business and attending finals presentations
Previous experience presenting to large groups and individuals
Requires FINRA Series 6 & 63 & applicable state insurance licenses

219

Relationship Manager Resume Examples & Samples

NASD Series 7 and 63; within 6 months of hire
Bilingual skills a plus
Strong understanding of regulatory environment and its impact on business and the intermediaries’ future
Excellent presentation skills; able to demonstrate professional poise and confidence
Ability to effectively use multi-media tools and techniques
Strong interviewing and listening skills
Strong ability to effectively manage difficult situations
Diagnose, manage and build strategic relationships
Strong ability to effectively communicate complex information to differing levels of audience sophistication
1:1 communication skills

220

Relationship Manager Resume Examples & Samples

One to two years of similar experience
NASD Series 6 and 63; within 6 months of hire
Company and Product Knowledge
Working knowledge of retirement plans; retirement plan marketplace; and, key competition
General knowledge of John Hancock products, pricing, services and procedures
Working knowledge of investments and portfolio analysis
Good understanding of regulatory environment and its impact on business and the intermediaries’ future
Good ability to prioritize tasks
Good time management and organization skills
Good presentation skills; able to demonstrate professional poise and confidence
Strong knowledge of presentation preparation
Influencing Outcomes-Selling Skills
Good negotiating skills
Good interviewing and listening skills
Good ability to effectively manage difficult situations
Interpersonal Relationship and Communication Skills
Good interpersonal relationship and communication skills
Good ability to effectively communicate complex information to differing levels of audience sophistication
Good ability to anticipate and respond to issues affecting intermediaries’ practice; and, define and resolve issues
Good ability to conduct analysis and respond with meaningful, application solutions

221

Relationship Manager Resume Examples & Samples

Business development and portfolio management of assigned deposit and cash management clients. Identifies and presents product and service solutions to clients. Manages overall relationship profitability
Prospects in the assigned territory to bring in new deposit customers. Expands and retains relationships. Formulates and implements a business development plan and calling schedule for each client or prospect in conjunction with the strategic business development program
Researches market area including relevant industries as part of development and implementation of an overall marketing plan
Assists other Relationship Managers. Obtains financial statements and other necessary information/documentation from customers. Monitors account profitability and coordinates services and annual reviews. Works on KYC related activities
Ensures compliance with all applicable internal policies and procedures and regulatory requirements
Interfaces with other Bank units as necessary
Strong relationship management, new business development and sales prospecting skills. Proven record of responding promptly to customer needs
Ability to analyze customer needs and develop/coordinate appropriate solutions
Ability to function independently in the development and management of deposit customer accounts while minimizing risk
Experience in a financial institution, including direct customer relationship management responsibilities. Knowledge of corporate banking products and services
Superior sales presentation, interpersonal, negotiation and written and oral communication skills in both English and Japanese
In-depth knowledge of banking regulations and compliance requirements
Time management skills and ability to balance several tasks/projects at once
Capable of working well under pressure, independently and in teams to accomplish the goals of the department
Expert-level proficiency with Microsoft Office (Excel, Word and PowerPoint)
Undergraduate degree in Finance or Economics

222

Relationship Manager Resume Examples & Samples

Must be degree educated (or equivalent), preferably gained in a finance, economics or related area preferred
Extensive experience in a sales role within a financial and/or software/services organisation with a successful track record in sales is required
Experience with corporate credit risk processes would be highly desirable
Ability to sell on a needs/solutions approach
Ability to influence key decision makers during the 360º sales process
Experience in managing (directly or indirectly) other sales professionals
Creative problem-solving skills and ability to diagnose issues and develop solutions
Excellent interpersonal/relationship building skills and able to successfully manage multiple client relationships

223

Relationship Manager Resume Examples & Samples

Bachelors’ degree in Finance, Economics or related area required
Experience with corporate credit risk processes is highly preferred
Ability to sell with a consultative approach
Networking skills to identify and develop new business opportunities
Ability to influence key decision makers during the full life cycle of the sales process
Ability to work both independently and within a team environment, with focus and high attention to
Detail
Fluent English and Italian is essential

224

Relationship Manager Resume Examples & Samples

Applies successful financial sale solutions to negotiation concepts and techniques; ability to negotiate successfully across the organization and with customers in a constructive and collaborative manner. Negotiate structures and closes customer sales
Knowledge of and the ability to identify and engage potential opportunities in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact
Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others

225

Relationship Manager Resume Examples & Samples

Knowledge of and ability to utilize tools, techniques and practices for determining the credit-worthiness of an applicant
Knowledge of and ability to utilize the tools, techniques, and practices for creating a mix of financial instruments that will leverage a client's financial resources to an acceptable level of risk
Knowledge of the concepts, objectives, tools and methods used in collateral management; ability to implement and develop collateral strategies for risk control and profit management

226

Relationship Manager Resume Examples & Samples

Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner
Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty
Knowledge of various types of customers and ability to analyze customer activities, profiles and information

227

Relationship Manager Resume Examples & Samples

Participates and has input on promotional, marketing, and communication programs on products
Works with sales teams to identify and implement appropriate sales strategies to identify opportunities
May review business competitive data, coordinate development of management reporting and manage appropriate pricing grids
Prepares and conducts product training as needed
Provides Geography support as needed
Good communication and organizational skills

228

Relationship Manager Resume Examples & Samples

Foster a strong relationship with assigned Advisors through knowledge of their business. Consult with clients to uncover needs and offer resolution
Effectively drive engagement with RIAs through campaigns that promote mutual benefit to RIAs and SAS
Assist RIAs with trade allocation reconciliation and execute individual and block trades for master accounts, as needed
Provide assistance to RIAs on learning how to use the Advisor Services platform through detailed and specific training and a basic understanding of operational details
Assist to train and mentor team members
Self-motivated with the ability to train and mentor others
Strong ability and willingness to effectively make sound decisions based on business experiences, research, and problem solving skills
Strong interpersonal skills and the ability to build effective working relationships throughout the organization
Strong understanding of the financial markets
Ability to prioritize, multi-task and meet deadlines in a fast-paced/changing environment
Excellent organizational skills, with attention to detail
Intermediate level proficiency with Microsoft Word, Excel, and Outlook
Bachelor’s Degree in Finance or Business, or equivalent combination of education and experience required

229

Relationship Manager Resume Examples & Samples

Executing SEI’s consultative relationship management and sales processes to provide SEI’s Advisory Outsourcing Business Solutions for Advisors to increase assets under management in SEI’s investment management products
Building strong relationships with existing advisors to retain and grow their SEI investment business
Managing our Advisors business growth goals by enabling their success using SEI’s business solution processes
Providing Practice Management advice to Advisors to grow and run their business
Educating and informing clients about SEI’s product changes and new products
Assisting our advisors with complex sales proposal and client retention opportunities
Providing referrals to the New Advisor Sales Team for recruiting new Advisors to utilize SEI’s Advisor Platform
Developing and implementing strategic sales plans to achieve Advisor Unit goals
Speaking at Client events with end investors and SEI events
Supporting Advisors in end investor meetings
Stay current on SEI’s competitors and be able to articulate SEI’s benefits as compared to others
Completing all CRM sales forecasting and administration activities
Participate in SEI market unit initiatives and projects
Keep abreast of the investment and Advisor industry standards
Interacting effectively with other SEI teams
3+ years of successful sales experience within the financial services industry
Proven track record and demonstrated ability to successfully manage a consultative sales process
History of prospects/clients viewing you as a trusted business advisor
Excellent selling and relationship management skills
Excellent problem solving, organizational and analytical skills
Must be willing to work effectively independently, as well as in a team environment

230

Relationship Manager Resume Examples & Samples

Responds to incoming merchant emails and questions, responding within two hours and fully answering merchant questions, including anticipating additional needs
Proactively reach out to merchants regarding processing trends including decline optimization, fraud solutions, and interchange optimization
Educate merchants on new products and features including Recurring Billing, Account Updater, Fraud Tools, Hosted Fields, New Billing Agreements, etc
Assist merchants with reconciliation and full understanding of Braintree’s reporting capabilities
Up-sell merchants from Gateway only to Braintree’s full stack solution
Work with clients on their international growth
Work with merchants and finance to ensure pricing is advantageous to both the merchant and Braintree/PayPal
Collaborate with other teams within Braintree to create new divisions for the merchant

231

Relationship Manager Resume Examples & Samples

Provide business support through incoming phone calls/emails from assigned merchants
Provide proactive analysis on processing trends (declines, interchange optimization, chargeback analysis)
Identify new products and features merchant may utilize and educate merchant on the benefits and usage
Work with the PayPal SGM for merchants to add PayPal or issues they may see arise on their PayPal account
Conduct quarterly business reviews with merchant
Document merchant feedback to help create the Braintree roadmap
Work with Product Managers to ensure products are being built to merchant specifications
Lead projects as the Account Management Product Expert

232

Relationship Manager Resume Examples & Samples

Work with on-shore and off-shore team members to successfully design, develop and implement the Business and Function Engagement and Alignment project work stream using an Agile methodology to manage full project life cycle with dependencies on project deployment to go-live
Provide strong input and recommendations to process design with a view to ensure high quality and adherence to audit principles
Build communication plan to diverse range of stakeholders to ensure individual commitment to the process and quality of data. Data includes cost and volume (e.g. FTE) of the above business units
Introduce, educate and provide continuous support to end users on methodology and principles, data requirements and data output to ensure data quality and a platform for decision making
Successfully deliver refresh of data by ensuring data quality and adherence to Governance and Controls principles
Build plans and set milestones with dependencies on and to other work streams
Manage deliverables, dependencies and interfaces between work streams to ensure adherence to plans and milestones and tracking of status
Management of risks and issues affecting the work stream
Proven customer focused experience with influencing senior stakeholders and senior management
Proven experience in summarising large and complex data into concise value-add insights with logical and professional presentation
Proven experience of control process implementation that resulted in improved data quality
Proven experience of large scale projects with complex change programs
Track record of successful delivery of large scale, high profile strategic projects, preferably in the financial services sector
Ability to resolve difficult situations in a manner which leaves individuals comfortable and satisfied with the process and the outcome
Inspire recognition from a large range of stakeholders – decision makers, end users and team members
Strong ability to work with an onshore and offshore operating model
Team management experience including performance management through objective setting and reviews, as well as personal and professional development plans
Graduate calibre/MBA or ACCA, CIMA, ACA or similarly qualified to be able to meet the intellectual and technical demands of the role
Experience in Global Blue chip multinational organisation supporting Operations through financials
Persuasive communicator with excellent written and verbal communication
Ability to create communications to match the needs of a particular audience with a view to influence or educate

233

Relationship Manager Resume Examples & Samples

Cultivating and nurturing long-term business relationships
Developing a portfolio of Intermediary & Trust clients to generate sustained revenue
Engaging with the clients' senior leadership team to gain a holistic view of their planned business needs and issues
Being seen by the client as a trusted adviser
Working with colleagues worldwide to deliver banking, investment and other services ensuring all the needs of the client are understood
Considerable experience in delivering high-quality client portfolio management
Knowledge of the market place and current issues, specifically the Cypriot market
A detailed understanding of the products and services available to clients
The ability to identify more complex product requirements in order to introduce the relevant group specialist
A background in financial services and a thorough understanding and appreciation of the need to operate to high risk and regulatory standards
Appropriate language skills

234

Relationship Manager Resume Examples & Samples

Driving organic growth and maintaining client retention
Work strategically with key clients on communication, education and overall financial account performance
Ownership of client issues, driving quick and lasting resolution
Consistently meets and exceeds expectations of internal and external clients
Uses good judgment, integrity, confidentiality and professional conduct at all times. Respond in a manner that maintains trust and credibility
Actively participates in client conversations and presentations, ask probing questions, and collaborate with SAE and manager on solutions
Collaborates as part of an internal service team encompassing SAEs and applicable functional areas
5+ years of experience in Account Management or Business Development with face / face client interaction
2+ years of experience with Microsoft Word (create documentation); PowerPoint (creating basic decks) and Excel (filter and sort data)
Ability to travel of up to 50 - 75 percent of the time
3+ years of experience in COBRA, FSA, HRA, HSA, or Healthcare Client Management
Experience managing relationships with large, complex customers

235

National Relationship Manager Resume Examples & Samples

Serves as the key contact for the client in the corporate headquarters for the complex needs of these large/jumbo clients
Provide project management over various assignments as needed by the clients
Ensure that ICMA-RC is providing excellent plan administration & record keeping services
Build client relationships across all of the key decision makers within the client relationship
Determine mutually agreed upon goals with the client and manage a strategic business plan towards those objectives. Conduct progress updates with the client
Provide pro-active solutions for the client in various aspects related to record keeping, participant education, and marketing/communications
Partner with the onsite education team and the marketing/education team to develop initiatives for the client
Ability to participate in sales finals for potential clients to demonstrate ICMA-RC plan administration capabilities; may also represent National Relationship Management team for assigned client

236

Relationship Manager Resume Examples & Samples

Extensive and proven track record in superannuation account and relationship management
Strong ability to introduce and execute to change management plans
Expert and proven knowledge of the finance industry (particularly superannuation and investments) and demonstrated success in delivering excellent customer service
Demonstrated understanding of medium to large corporate business needs and expectations

237

Relationship Manager Resume Examples & Samples

On a daily basis, a Relationship Manager will be responsible for the following
Ensuring that all activities are carried out to the highest ethical standards by generously devoting time to staying up to date on all local and internal compliance, control and operational regulations and flagging off any AML/franchise related issues and keep abreast of all policies & processes
Leveraging the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
Keeping connected with influencers, industry associations, thought leaders and senior business contacts to expand their industry knowledge and deepen CCB’s relationship with these partners
Structuring deals that balance risk and reward, so teams’ incentives align with acting in the clients’ interests
Driving innovation on the solutions we provide clients and further developing our business where necessary and appropriate
Close monitoring of client’s business trends and exposure
Cross-selling & Client Engagement - Developing and managing client relationships through regular client engagement to ensure revenue maximization and increasing Citi’s wallet share in overall banking arrangement
CA / Joint Risk Responsibilities with CLU – RM should work closely with CLU in preparing CAs and monitoring risk issues
Minimum 5 years of banking marketing or sales experience with sound track record

238

Relationship Manager Resume Examples & Samples

Fluency in English, other language skills is an advantage
Strong sales skills, in particular the components of pricing, deal structuring, negotiation, and the resultant impact on overall profitability
Strong financial analysis skills and ability to understand creditworthiness of complex businesses
Understanding of economic climate and impact of country factors
Sound organizational, leadership and time management skills

239

Relationship Manager Resume Examples & Samples

Position is part of a three member sales team responsible for effectively managing targeted intermediary relationships by working with area Regional Vice President (RVP) and Retirement Plan Sales Associate (RPSA) to provide in-force plan support to “focus” Advisers
Partners with focus Advisers to provide expertise and to ease the administrative burden associated with retirement plans
Retention of existing plans through service excellence and an in-force re-pricing strategy
Provides customized education and enrollment solutions with the intent of increasing participation and AUM
Fills the role of consultant to Advisers, Third Party Administrator's (TPA) and plan sponsors, as it relates to the retirement plan business
Understands the priorities of Adviser relationships in the territory and the effective interaction of the team’s various roles
Identifies key intermediary relationships and the opportunity to support: service commitment to plan sponsors and employees; ability to generate additional revenue through growth and retention of assets under management; and, understanding the tools and resources of JH Retirement Plan Services
Performs sales functions in the absence of an RVP for micro/small plans
Supports larger plan sales final’s as required, coordinates TPA focused efforts with local Regional Managing Director (RMD)
Maintains and advance intermediary relationships (both adviser and plan consultant in the absence of an RVP
Partners with intermediaries to gain an understanding of their service commitment to plan sponsors and how JH can compliment
Identifies and positions the best JH tools/resources to support key intermediaries’ ongoing service commitments to plan sponsors and eligible employees (i.e. Annual Due Diligence meetings, Annual Contracts Review reports; Impact Statements; employee education and enrollment needs)
Works with key intermediaries to identify gaps in their service models where JH can provide support (i.e. bilingual employee education support)
Develops campaigns that target retention and growth of JH’s inforce block of business; implementing asset maximization and retention strategies that influence greater participation, increased deferral rates and account consolidation
Works with intermediaries to insure quality ongoing service deliverables related to Plan Design; Retirement Readiness; Investment Selection; Managing Administration and ERISA compliance
Works as a liaison to build stronger TPA/Adviser relationships for the benefit of mutual clients
Trains advisers and their support staff in the utilization of JH tools and resources
Develops best practices that strengthen adviser’s existing service model
Provides administration and training programs for TPA’s
Works as a liaison to manage timely resolution of service issues by effectively managing both internal and external resources and expectations
Strong understanding of investments, portfolio analysis, regulatory environment and its impact on business and the intermediaries’ future and the ability to work independently, with frequent travel and development and management of own schedule
Ability to prioritize tasks, excellent time management, organization skills and effectively manage internal network of resources to satisfy the demands of intermediaries and their block of business
Ability to determine impact of presentation to various audiences; and, to prepare both informational and decision-making presentations and effectively use multi-media tools and techniques
Strong negotiating skills, interviewing, listening skills and the ability to effectively manage difficult situations
Written communication skills and knowledge of who to call to resolve issues expediently
Ability to exercise resiliency, 1:1 communication skills, excellent customer service skills
Highly skilled in the ability to understand the complexities of an intermediaries’ service model; and the ability to articulate how JH can complement and support

240

Junior Relationship Manager Resume Examples & Samples

Meeting Recruitment Campaign ownership: work with team members through all phases of campaign management (i.e. design, mobilization, completion and tracking of phone, fax or direct mail campaigns) to exceed target goals for each meeting series
Prepare team members for visits: provide relationship history and relevant market info
Respond to member requests for research or advisory board services
Attend monthly renewal meeting with team members and present meeting recruitment numbers
Targeted mailings to membership (i.e. contact list audits, custom research campaigns, on-site recruitment, web utilization, E-mail campaigns)
Experience in an office setting
Experience thinking through problems creatively

241

Relationship Manager Resume Examples & Samples

Where applicable, implement the Group Compliance policy locally by managing compliance risk in liaison with the Head of Group Compliance, Regional Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators
Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the
Nationwide Mortgage Licensing System Registry (NMLSR) annually
Series 7 and 63 are required
Must be fluent in Mandarin and Cantonese

242

Relationship Manager Resume Examples & Samples

To proactively manage a portfolio of customers across a number of sectors, providing the highest standards in customer relationship
To develop positive and professional working relationships with key internal and external teams
Achieve KPI's which will include both restructuring and management of restructured portfolio of customers
Provide support to the wider team as required
5 plus years' experience of working in a lending and / or restructuring area of a financial services company is highly desirable
APA in Loans and preferably QFA Qualified
Evidence of building and maintaining relationships with clients in a challenging and fast paced environment
An ability to prioritise and plan to effectively achieve goals and to be dependable in consistently delivering reliable results

243

Relationship Manager Resume Examples & Samples

Manage the portfolio of customers
Cross sell the Bank’s full range of financial products and services which include trade finance, cash management, treasury services, capital market and corporate finance products. A track record and prior experience of cross-selling cash management products to a range of corporates would be advantageous
LI-CT
Possess strong relationship management skills and good credit analytical background, with at least 6 years of relevant experience
Working knowledge of banking products especially cash management, treasury and investment banking products
Independent, self-motivated and strong in interpersonal skills

244

Relationship Manager Resume Examples & Samples

Acquisition
Assist HRM in executing successful micro-events for acquisition of new clients
Acquire new accounts from group companies / family of existing customers
Acquire new accounts from referrals from existing customers
RelationshipBuilding/ Deepening / Cross Sell
Ensure consistent growth of the Savings portfolio
Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book
Build a robust momentum with regard to the third party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets
Implement customer contact programs to ensure his share of wallet with the bank increases
Close monitoring of average revenue per customer
Ensure top class service delivery to clients to be in line with the best in the industry
Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances
Work towards reactivating accounts which have stopped transacting or depleted in balances
Assist in resolving service hurdles to create a delight situation for customers
Risk Management & Governance
Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time
Provide regular feedback on the changing customer needs to the Product team and Service Quality team
Optimum usage of db Financial Planning Tool
Any suspicious transaction to be immediately reported to the Area Manager
Promotion of Alternate Channels
Increase customer contactability by capturing email address and mobile number

245

Relationship Manager Resume Examples & Samples

You are running a business measured by revenue - with revenue retention and growth goals achieved through marketing programs, add on business and collaboration with clients to drive innovation plans against strategy
Quarterly meetings onsite to review current programs and conduct analysis of current business processes with an effort towards securing multiple product relationships to enhance renewal chances. Additional meetings as opportunity presents the need. Travel is likely 50%+
Responsible for generating revenue in assigned accounts by securing sales of add-on products deemed as strategic products and by creating and managing strategies to improve end user adoption and bill pay penetration
Negotiate pricing on renewals, products, and services both internally and externally
Maintain an expertise on Digital Insight' products and services by participation in official training programs as well as self-education on a continuing basis
Serve as the primary point of contact for the client while coordinating Digital Insight resources required to service the clients and deliver products
Bachelor's degree and minimum 5 years experience in the financial services industry in a sales and/or account management role with demonstrated revenue quota achievement
Superior communication skills to facilitate establishing executive level relationships with clients
Prior experience in banking or credit union space - either as a practitioner or vendor to the industry
Well versed in consultative, solutions-based selling
Experience with relationship management or sales, including strong business acumen, strategic planning skills, and operations/escalation management
Excellent organizational skills to manage multiple simultaneous projects in multiple customers
General working knowledge of ASP solutions, Microsoft applications - Word, Excel, Outlook, PowerPoint, and CRM tools
Demonstrated ability to work independently from remote locations

246

Relationship Manager Resume Examples & Samples

Develop and strengthen existing relationship with Morningstar’s clients of HelloWallet, both plan sponsors and institutions
Work with clients to optimize marketing campaigns and programs driving HelloWallet adoption & usage
Analyze multiple sets of member-driven data to find success and failure points for clients
Provide executive-level visibility on client health, strategy and other key performance indicators
Prepare and present client-facing presentations and reports (to clients at the executive level)
Work internally to brainstorm and drive new initiatives forward to help better serve client and member needs
Partner with sales and product management to weigh in on new business opportunities and ensure contractual terms and negotiations are in line with client service deliverables

247

Relationship Manager Resume Examples & Samples

You'll have strong influencing skills in a highly competitive sales environment
You'll be great at networking and building professional relationships
You'll have experience and knowledge in commercial lending and/or mortgages

248

Relationship Manager Resume Examples & Samples

Bachelor's degree or equivalent required, plus 6 - 8 years retirement industry experience
Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. At a minimum, candidates will have a Series 6 and 63, 65 or 66
Must become an associated person of Princor, which requires fingerprinting and a full background check
Business unit and company product knowledge strongly preferred
Knowledge of Defined Contribution, Defined Benefit, ESOP and Non-qualified Retirement plans strongly preferred
Ability to prioritize multiple projects in a fast-paced, changing environment required
Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as superior interpersonal, analytical, and oral and written communication skills
Must be assertive and entrepreneurial
Intermediate level computer skills and knowledge of business unit applications required
Travel required (50 - 60%), including overnight stays (10 - 20%)
This position requires successful completion of a motor vehicle driving record check

249

Relationship Manager Resume Examples & Samples

Credit Risk – to proactively influence and support the quality and management of credit by promotion the highest standards of credit professionalism and best market practice
Lending, Credit Analysis & Decisioning – Analyse the credit and risk implications of credit proposals and make well-informed lending decisions to grow profitable business
Customer Relationship Management – Engaging the Customer and adding value
Teamwork and Collaboration – working together to deliver results

250

Relationship Manager Resume Examples & Samples

Accountable for achieving monthly & annual sales targets. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased penetration of existing customers to deepen the wallet share
Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy
Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving
Working with all stakeholders to achieve sales & service through in-branch business development activities, and providing feedback to the team
Ensure compliance with operations risk and rigour requirements e.g. KYC and anti-money laundering measures
Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks
Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer
To deliver exceptional sales performance by identifying, acquiring and servicing customers with AUMs in excess of SG$0.5 million for their wealth management needs
Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades
Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.·
Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries
Work hand in hand with fellow CBG RMs and Service Manager to ensure that all objectives of the team are met and there is team harmony and unity
At least 3-4 years in Private/ UHNI Banking
Proven sales track record in banking/ financial services industry
Sound understanding of financial planning and wealth management products
An MBA or CA with relevant number of years of experience in banking and specifically in retail banking is preferable
Graduate with relevant experience considered

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