Relationship Executive Resume Sample
Murphy Hauck
89980 Harvey Roads,
Dallas,
TX
+1 (555) 590 8666
Work Experience
Client Relationship Executive
12/2016
-
PRESENT
New York, NY
- Operate and position RBB in a dynamic and highly competitive market place by
- Capacity to travel to the assigned offices within the region on a periodic basis to meet with business development/marketing personnel, participation in events or sales meetings, and attend regional and national meetings, as necessary
- Apply risk-based pricing for all new sales and pricing reviews in line with the RBB
- Handle difficult situations with tact and understanding. Understand the client’s challenges and endeavour to work with them to resolve
- High volume of Client facing meetings
- Responsible for validating/endorsing the total value of the Digital Transformation Service or Solution for the deal. Works with solution and delivery to assure that client’s interests are design can be properly delivered
- Twelve or more years of complex Sales experience in the Information Technology arena, ideally servicing Aerospace & Defense accounts
- Twelve or more years of experience in multi-million dollar, quota carrying “Sales” roles
Relationship Executive
05/2014
-
09/2016
New York, NY
- Nine or more years of Account Management experience
- Twelve or more years of complex Sales experience in the Information Technology arena, ideally servicing Banking, Financial Services, and Capital Markets accounts
- Build a thorough understanding of DXC’s value proposition across products and services
- Understands customer business by actively researching customer to determine business issues. Establishes executive credibility with existing and prospective clients providing the ability to cultivate relationships and envision creative sales and solution strategies that generate additional revenue
- Cultivates key trusted-advisor relationships with senior level IT and Business Unit executives demonstrating an understanding of key business challenges within customer markets and how digitally-enabled business solutions can address those needs
- Develop a business plan and sales strategy in conjunction with sales management for assigned territories or accounts that executes against a high-revenue growth imperative and increased profitability
- Plan for and execute against a revenue target for a portfolio of clients and prospects
Principal Client Relationship Executive
11/2009
-
02/2014
Dallas, TX
- Maintain Salesforce customer and opportunity tracking systems
- Engage key constituents at clients as a thought-leadership partner, with a heavy focus on senior-level decision makers, to understand these clients’ work, differentiate the company’s brand, and tailor value proposition to these critical influencers
- Coordinate closely with colleagues across company teams, particularly with stakeholders on client servicing teams
- Provide real-time analysis of account activity, usage trends, and company development of new products
- Manage pre-contract activities including the responsibility of setting up of requested service trials
- Successfully implement the service within the agreed timescales, including supporting the promotion and marketing activities and the undertaking of online or onsite launch events
- Write marketing copy and design briefs, and work with Design and Email teams, to create marketing collateral (such as emails, web banners and social media posts), to help Client promotion of the service
Education
Argosy University - Twin Cities Campus
2005 - 2009
Bachelor's Degree in Business Administration
Professional Skills
- Effective listening skills; note taking, recording data; active listening skills
- Demonstrated problem solving skills with the ability to quickly and effectively resolve escalations as they arise
- Strong financial and accounting skills to effectively engage at the senior management level
- Strong problem solving skills with the ability to quickly and effectively resolve client concerns
- Certificate/licensing in group annuities with l’Autorité des marches financiers Demonstrated strong interpersonal and communication skills
- Organisational skills, including the ability to manage own time and prioritize competing initiatives accordingly
- Client handling skills - experience of dealing with corporate clients desirable
How to write Relationship Executive Resume
Relationship Executive role is responsible for accounting, retail, finance, credit, securities, training, integration, security, planning, manufacturing.
To write great resume for relationship executive job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Executive Resume
The section contact information is important in your relationship executive resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Relationship Executive Resume
The section work experience is an essential part of your relationship executive resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous relationship executive responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular relationship executive position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Executive resume experience can include:
- Excellent Microsoft Office skills. Proficiency in Excel is essential in addition to strong problem-solving skills
- Excellent Microsoft Office skills. Proficiency in excel is essential in addition to excellent problem-solving skills
- Excellent Interpersonal skill, teamwork and strong planning & organisational skill
- Works closely and effectively with the Country Manager to keep him/her well informed of upcoming commitments and responsibilities, following up appropriately
- At least three (3) years’ experience in structuring a good complex credit solution and guiding the credit process with the required parties
- Management experience or equivalent work experience in leading and mentoring teams
Education on a Relationship Executive Resume
Make sure to make education a priority on your relationship executive resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship executive experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Relationship Executive Resume
When listing skills on your relationship executive resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical relationship executive skills:
- Strong computer skills including an advanced knowledge of MS Office (esp. Excel)
- Strong organizational and time management skills and the ability to follow through
- Highly motivated, independent self-starter with strong business acumen and negotiation skills
- A demonstrated ability to work effectively across teams and business units to achieve success
- At least five (5) years’ experience in structuring a good complex credit solution and guiding the credit process with the required parties
- Experience establishing effective ongoing client relationships with senior management
List of Typical Experience For a Relationship Executive Resume
1
Experience For Client Relationship Executive Resume
- Proven track record of account management experience and of meeting or exceeding new business, retention and upsell targets
- Experiences in consultative selling, in particular experience in being able to understand a clients business requirements and match solutions
- Suggests process improvements to ensure that the team is operating as effectively as possible at all times
- Prior experience of using CRM systems
- Attention to detail, time management and problem solving skills
- Document best practice for all Operations processes, and communicate effectively with the wider business, ensuring that they are understood and implemented
- Client handling skills
- Experience in progressively responsible client relationship management, strategic planning, strategic sourcing, or strategic alliance management
2
Experience For Customer Relationship Executive Resume
- Demonstrable experience within an Account/Relationship Management environment, supporting clients at different management levels
- Demonstrable years of experience within an Account/Relationship Management environment, supporting Tier 1 clients within the Asset Owner Segment
- In-depth knowledge of the Asset Owner segment with a proven track record of working with clients who manage large assets both internally and externally
- Demonstrable years of experience within an Account/Relationship Management environment, supporting clients at different management levels
- Gain a strong understanding of clients’ businesses and anticipate future needs based on their definition of success
- Experience in financial information, investment banking or related markets
- Demonstrated understanding of the sales process and drivers of sales success
- Maintain monitoring systems to demonstrate both activity and success
- Significant experience in sales and client servicing
3
Experience For Principal Client Relationship Executive Resume
- Proven track record of selling within the continental Europe region
- Persuading and influencing and Delivering and meeting customer expectstions
- Assisting with monitoring the portfolio’s debtor position
- Developing a prospect list for new business which is likely to start with small financial, government, corporate and PR firms in the french speaking territory
- Adapting and responsible to change
4
Experience For Relationship Executive Commercial Resume
- Building interaction with clients and prospects through face to face meetings and telesales, as required
- Monitor available Learning & Developing courses to develop your own training whilst helping others in the team
- Own the primary relationship with the client by being the client’s main contact point for all corporate and investment banking needs
- Ensure the efficient business running and servicing of accounts from a day-to-day perspective
- Manage client on-boarding through in-depth face-to-face training, documentation and support
- By providing a personalised service, manage, guide, retain and develop new and existing Wealth investors
- Actively utilise asset gathering tools to uncover client assets, helping to drive new client business
- Provide support to the Sales Manager Enterprise Business and other team members where assigned (including coaching)
5
Experience For Senior Client Relationship Executive Resume
- Deliver a knowledge sharing mechanism and process to enhance the understanding and familiarity of the wider business across Operations and Client Service teams
- Work to tight deadlines and in a fast-moving environment
- Handle difficult situations with tact and understanding. Understand the client’s challenges and endeavor to work with them to resolve
- Achieve new business and up-selling sales targets
- Attend team meetings and contribute fully, including suggestions
- Ensure that all outstanding collateral conditions are met
- Educate the customers on the new operating model and value proposition
- Make use of the client planning and solution enablement tools for the top 30% of the portfolio
- Assume primary responsibility for understanding the client’s business at a strategic, tactical and operational level
6
Experience For National Relationship Executive Resume
- To grow the clientele base for the sampling business and SmartParents’ platforms
- Increase the number of local mid-market advisory firms participating in TR’s quarterly surveys
- Proactively engage with all assigned clients to develop their understanding and usage of the FTSE Russell products and services
- Document all client issues using common tools and dashboards
- Serve as the ‘eyes and ears’ for the Marketing and Product Development departments to identify what new products and services would benefit our clients
- IT Demand Management Planning
- Support and process the ad-hoc promotions initiative ensuring wealth customer status is maintained on a regular basis
- Deliver outstanding customer service in all interactions
7
Experience For Relationship Executive Sales Cape Town, WC Resume
- Confident with selling to senior management positions in organisations
- Knowledge of pension industry including pension products and legislation
- Make sound decisions balancing business and customer needs
- Promote customer intimacy by building a culture that is open to change, innovation and growth within CSC
- Actively drive acquisition initiatives through pro-active re-engagement processes supported by Enterprise Banking campaign initiatives
- Work closely with Enterprise Business Support Centre, responding to complex service requests and complaints for customers
- Business planning; establish a proactive contact strategy
- Certificate/licensing with l’Autorité des marches financiers in 2a or 2c categories
- Broad knowledge of the services provided by record-keeping organizations, such as Sun Life Financial's Group Retirement Services
8
Experience For State Client Relationship Executive Resume
- In-depth understanding of Department of Defense
- Translate understanding of client business and needs into company service offerings to improve client's business
- Multi-task, being proactive, efficient and independent
- RDR - Level 4 qualified, and ideally holding IMC
- In leading business development for major health and human services organizations
- Collaborative leadership style in working with internal stakeholders that participate in the deal process
9
Experience For Client Relationship Executive Technology Resume
- Resolution of all client and client service queries & issues regarding Operations or our output
- A knowledge sharing mechanism and process between Operations and Client Service
- As the conduit between the divisions, work with all parties (across both Operations and Client Service) to establish best practise and ways of working
- High level of integrity earning the respect of peer groups and employees
- To target and research organisations to actively participate in the front end of the sales process (pre-sales / consulting)
- Highly pro-active nature and capable of working autonomously
- Confident and enthusiastic in dealing with finance and other professionals
10
Experience For Senior Manager, Client Relationship Executive Resume
- Elicit cooperation from a wide variety of sources, including clients and other departments
- Possess politeness, confidence, tact, patience, politeness, and diplomacy while dealing with complex problems and irate customers
- To be aware of all marketing activity to include drivers and the potential for lead generation
- For designated campaign activity, seek out and be receptive to coaching to understand drivers, audience, product, competition and industry
- Reduce risk of error by reviewing processes and documentation on a regular basis
- Capital planning process
- Manage any Client access issues and be responsible for their escalation in a correct and timely manner
List of Typical Skills For a Relationship Executive Resume
1
Skills For Client Relationship Executive Resume
- Excellent presentation skills with the ability to motivate others through group presentations or individual interactions
- Numerate and analytical. Comfortable using data analytics to inform strategic thinking, effectively manage a portfolio and track performance
- Proven record of building strong internal and external relationships
- Experience in customer service in a banking/financial/ insurance services field is good to have
- Delivering differentiated client experiences and overall client impact
- Reporting to the Marketing Manager, manage the telemarketing resource in line with business priorities
2
Skills For Customer Relationship Executive Resume
- Skilled at writing and delivering winning presentations to influence senior stakeholders, both internally and externally
- Previous experience consulting and managing Financial Services industry clients from a leading professional services organization
- Previous experience working as a client relationship executive or a track record of managing client relationships
- Sales and relationship banking experience in a Commercial Banking environment
- Sales and relationship banking experience in a commercial banking environment
- At least three (3) years’ experience in evaluating and understanding company financials and other economic trends
3
Skills For Principal Client Relationship Executive Resume
- At least five (5) years’ experience in evaluating and understanding complex company financials and other economic trends
- Five (5) years’ experience in evaluating and understanding company financials and other economic trends
- Five (3) years’ experience in analysing and evaluating complex company financials and other economic trends
- Experience creating and delivering presentations to a variety of audiences
- Experience as account relationship and/or business development manager serving Fortune 1000 clients within the Manufacturing space
4
Skills For Relationship Executive Commercial Resume
- Strong commercial acumen with a demonstrable track record of developing commercial proposals for customers and successfully implementing them
- Make effective use of the client planning and solutioning tools (Sales tools)
- Independently organize and prioritize daily/weekly working structure to meet business activity goals and customer needs
- Three (3) years experience in driving business solutions across divisional silos (e.g. segment, credit, and product) and product silos
- Five (5) years’ experience in driving business solutions across divisional silos (e.g. segment, credit, and product) and product silos
- Five (3) years’ experience in driving business and solution across divisional and product silos’ and access wide set of products
5
Skills For Senior Client Relationship Executive Resume
- Experience as account relationship and/or business development manager serving Fortune 1000 clients within the Consumer Products space
- Experience as a relationship and/or business development manager serving the City of NY client account across multiple agencies
- Experience as account relationship and/or business development manager serving Fortune 1000 clients within the Retail space
- Experience as a relationship and/or business development manager serving state government clients
- Experience as account relationship and/or business development manager serving Fortune 1000 clients within the C&IP space
- Experience as a relationship and/or business development manager serving federal government clients
- A solid understanding of the Financial Services Industry’s competitive landscape and relevant trends
6
Skills For National Relationship Executive Resume
- Experience selling to and relationships with San Antonio based Department of Defense Agencies
- Experience as account relationship and/or business development manager serving Fortune 1000 clients within the Oil & Gas industry
- Experience working with concepts, practices, and procedures in areas of MS Workplace Applications
- Experience in marketing, client or account management or sales within the technology industry
- Demonstrated success selling information services and solutions to Healthcare corporations
- A strong passion for persuasion – especially around complicated and intellectually challenging issues
- Have demonstrated ability and initiative to handle increasing responsibility over time
- Experience selling technology solutions to clients
7
Skills For Relationship Executive Sales Cape Town, WC Resume
- Proven and successful background in driving complex opportunities between $10M-$100M to HHS clients
- Experience within a client facing role (commercial/or financial industry)
- Previous experience of working in a commercial environment
- Experience in project management or managing multiple projects desirable
- Experience supporting senior management and sales teams
- Industry experience; Employee Benefit industry and/or knowledge of Group Benefit design
- Good overall knowledge of investment concepts
- Driving income and sales targets by cross selling, upselling and acquiring new prospective clients
8
Skills For State Client Relationship Executive Resume
- Persuading and influencingand Delivering and meeting customer expectstions
- Positioning statements for ensuring future growth opportunities
- Understanding of Digital Transformation in the Banking & Capital Markets industry required
- Understanding of risk management and working within a compliant environment
- Assisting with monthly and quarterly fee preparation and with monitoring the portfolio’s debtor position
- Reducing risk of fraud by obtaining KYC
9
Skills For Client Relationship Executive Technology Resume
- Reducing financial risk by monitoring portfolios debtor position
- Bring on new senior-level contributors and maintain existing relationships through regular contact in person and over the phone
- Understanding of Digital Transformation in the Aerospace & Defense industry required
- Existing relationships with State government client base
- Building trusted advisor relationships with key client executives through content-driven discussions and access to relevant industry trends
- Understanding of Digital Transformation in the Insurance industry required
10
Skills For Senior Manager, Client Relationship Executive Resume
- Facilitating the “One Iron Mountain” from a roll-up of many different technology platforms
- Have a creative and entrepreneurial mindset; are interested in helping to build a successful business and to be compensated according to performance
- Proactively identify on-going, recurring problems and use initiative to resolve them promptly
- Be proficient in setting the client vision and direction for expansion and account profitability, utilizing CSC’s entire suite of company solutions
- Maintain a customer-focused mindset ensuring that any outgoing correspondence is clear and accurate and queries are responded to within agreed SLAs
List of Typical Responsibilities For a Relationship Executive Resume
1
Responsibilities For Client Relationship Executive Resume
- Good time management skills with the ability to prioritise workload in a busy and sometimes pressured environment
- Relationship management skills; demonstrated ability to build and foster productive and healthy relationships with sales and home office partners
- Experience in customer service in a banking/financial/ insurance services field is good to have
- Strong personal presence with outstanding leadership capabilities together with solid business acumen to understand and deliver superior performance
- Work closely with colleagues in support teams to deliver an excellent customer experience
2
Responsibilities For Customer Relationship Executive Resume
- Past experience and strong relationships within State of New York government agencies and departments
- Proven sales and/or client relationship management experience
- Solid experience with CRM tools and customer segmentation essential
- Diplomacy and negotiation skills are required
- Proven Financial Services sales and service experience – preferably retail
- Has impeccable coordination and client management skills
- Execute on the business unit’s Customer Experience strategy and ensure that customer experience is a valuable differentiator within the value chain
3
Responsibilities For Principal Client Relationship Executive Resume
- Demonstrated and knowledge and work experience in a matrixed organizational environment
- Strong business acumen and excellent data analytic capabilities
- Meticulous organisational and administrative skills
- Communicate to customers how to most effectively work with Sun Life to foster more BA self service capabilities
- Effectively develop and deliver a written and elevator pitch: Company, Product and Self
- Proven client relationship / management and broker experience
- Sound delegation skills
- Negotiate pricing, complete and sign new merchant agreements prior to
4
Responsibilities For Relationship Executive Commercial Resume
- Demonstrate the willingness and ability to perform to the very best levels
- Demonstrable years of experience in the Financial Services Industry
- Highly organized with an excellent focus on attention to detail
- Contact all assigned accounts three months prior to renewal to discuss requirements and aim to upsell
- Proven ability to assess market needs and opportunities and build collaborations
- Five (5) years’ experience of the dynamics of the market place and related industries
- Three (3) years’ experience and knowledge of the dynamics of the market place and industries (global, regional and local)
- Presentation experience to c - suite level
5
Responsibilities For Senior Client Relationship Executive Resume
- Exempt-level people leadership experience
- A demonstrated ability to manage sophisticated C-Suite relationships
- A demonstrated ability to understand people and communicate clearly
- Good investment and industry knowledge
- Ensure that, at various stages in a client company’s life cycle, they are properly situated on the TriNet platform and maximize their experience
- Have the expertise to combine and leverage best practices, industry trends and experience to achieve the best client and company solutions
- Effective collaboration within the Service Support department
6
Responsibilities For National Relationship Executive Resume
- Coordinate and lead regular service review meetings to establish client priorities and future requirements, discuss previous performance and review any issues
- Directly related experience in Outsourcing and Advisory services sales – within Insurance industry
- To nurture such contacts based on commercial assessment in line with business priorities to pass to sales for closure
- Proven ability as team leader and member
- Strong MS Excel, Word, PowerPoint and Outlook proficiency
- Good computer literacy with Microsoft Office applications
- Previous sales experience and an organised approach to work
- Partner closely with field sales partners, client advocate partners and home office staff. Foster strong relationships based on trust, open and honest dialogue
7
Responsibilities For Relationship Executive Sales Cape Town, WC Resume
- Demonstrates Personal Value/Personal Value Statement
- 10 – 15+ years of experience
- Provider market experience
- Responsible in handling financial documents; including, general expense, invoice, non-PO expense, cross-charging information
- Assist the account team with qualifying, pursuing and closing opportunities
- Work with senior management on creating and distributing corporate-wide sensitive announcements (e.g., new organizational structure, change in policy)
- Build plan sponsor understanding of SLF tools and services to ensure clients are realizing potential benefits
8
Responsibilities For State Client Relationship Executive Resume
- Financial knowledge of both operating budgets and planning
- Works on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards
- Quota carrying position with main emphasis on net new business
- Post graduate qualification in Commerce, Marketing or Finance
- In-depth understanding of the TMT industry
- Private Banking Team and other in-house specialists
9
Responsibilities For Client Relationship Executive Technology Resume
- To identify opportunities from download leads based on an understanding of campaign activity
- To answer inbound sales enquiries for new customers, working with prospects in a consultative manner to ensure full potential of each enquiry is achieved
- Maintain and represent the integrity of our organization while balancing the needs of the client
- Production of data on PCW performance, gathering data from key MI sources
- Basic understanding of competitor products
- Prepare holistic, comprehensive, high quality call reports
- Take ownership of client complaints that originate from the RE's area of responsibility and accountability and log on to the Client Compliment and Complaints system
- Maintain primary ownership of a portfolio of client accounts, differentiated by the level of complexity of the client base
- Make effective use of the client planning and solutioning tools (Sales tools) to ensure in-depth understanding of client needs, in order to provide clients with the best possible solutions
10
Responsibilities For Senior Manager, Client Relationship Executive Resume
- Achieve new business and up-selling sales targets by pro-actively driving cross
- Maintain primary ownership of a portfolio of Growth Account clients
- Conduct regular client visits in accordance with Commercial Growth Account Value Proposition and initiate changes to ABB Product
- Liaise with Product & Sector Specialist regarding appropriate client solution to ensure that clients’ needs are wet by most suited and appropriate stakeholders
- Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank’s and clients regulatory and compliance environments
- Drive income and sales targets by cross selling, upselling and acquiring new clients
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