Relationship Manager Resume Examples

relationship manager

  •  Interacted face to face with customers.
  •   Assisted customers in choosing the appropriate product by conducting need analysis.
  •   Maintained effective communication with customers post sales.
  • Handled the pressure effectively           & met the deadlines. 

relationship manager

  • Lead generation, proposal writing and prepare presentation pitch for the clients
  • Schedule meetings to analyze demand and account activation tracking
  • Acquiring HNI/SMB accounts, maintain customer relationship and indulge in corporate sales COCP and COIP
  • Handling special projects like Jio GST, Customer Winback and Market Auditing
  • Marketing and Sales promotional activities with handling a team of 10 promoters
  • Managing their day to day productivity on daily basis and preparing reports on their MTD and YTD

relationship manager

  • Built and maintained relationships with new and existing clients while providing high level of expertise
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
  • Educated customers about financial options and processed purchases
  • Networked with business leaders and executives to identify clientele within local community
  • Worked with Sales and Marketing departments to facilitate communication and deliver personalized solutions to customers
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction

relationship manager, branch manager

  • Canada, USA and Europe Tourist visa filing and operational work.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
  • Assessed client satisfaction throughout credit management process by soliciting customer feedback
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals 

relationship manager

  • Reaching out to talent that fit the Firms needs and qualify as diverse candidates (Focused on Talent with 1-4 years of post-grad experience) 
  • Assisting divisional recruiters on requisitions in which more diverse candidates are needed
  • Establishing, building, and maintaining relationships with talent so that the Firm can maximize on those relationships
  • Acting as a liaison between the divisional recruiter and the candidate
  • Attending Diversity Networking Events as needed
  • Grow Diverse Candidate pipelines 
  • Provide excellent and professional communication to maintain a positive reputation for the firm

relationship manager

  • Role of Relationship Manager of salary accounts of the corporate clients.
  • Acquiring new corporates to build more salary relationships.
  • Handling a team of four salary executives.
  • Selling other products to the salaried customers such as insurance, mutual funds, loans, credit cards etc.

relationship manager

  • Handling the target set up by the brand/company.
  • Using the communication skills in maintaining a goodwill of the brand/company with the clients.
  • Co-ordinate with the team regarding the outcome of sales.
  • To be available to the people when needed.
  • Completing the task in given time.
  • Co-ordinate with the managers regarding achieving the goal.

relationship manager

  • Successfully handling portfolio size of 20cr of 200 HNI Clients. 
  • Meticulously providing financial solution to HNI clients. 
  • Dealing with vast product line – CASA,Fixed deposits , Loans ,Investments,Trade Forex, Premium cards etc catering to Individuals as well as  Corporate tie ups.
  • Focusing on Relationship deepening by handling queries by providing solutions to Individual clients by cross sell.
  • Majorly focus on adding Corporate to portfolio – right from probing of the corporate to closing the deal with lending products fund based and non fund based .
  • Ensuring compliance to all standards and policies .

relationship manager

  • Manage and be the primary point of contact for a portfolio of high net worth clients.
  • Approve or decline new account applications.
  • Acquiring and onboarding new business.
  • Knowledge of regulations, and internal policies & procedures.
  • Participate in business development events.
  • Meet established personal and team targets.
  • Conduct monitoring and reviews of existing customers.

relationship manager

  • In this role I am working on comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
  • Doing Profiling of the clients based on their risk appetite
  • Acquiring new HNIs clients and building relationship with the existing clients.
  • Ensuring  adherence with the KYC, Risk management, AML policy and other compliance norms of the company.
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