Relationship Management Resume Sample
Austin Emard
8886 Hintz Field,
New York,
NY
+1 (555) 914 4553
Work Experience
Director, Relationship Management
11/2016
-
PRESENT
Boston, MA
- Serve as senior point of escalation for Morgan Stanley’s top revenue generating clients for operational issues across products and ops functions
- Mature and experienced judgment in weighing the various system solutions proposed with the product and operational business needs always in focus
- Relationship Management – Assumes a consultative role focused on understanding and responding to client needs
- Responsible for the preparation, deliverance and follow through from client meetings conducted either in person orvia conference call
- Stay abreast of current market, business and legislative issues & trends to facilitate discussions with clients
- Most possess excellent communications and influencing skills with the ability to influence staff and senior management to promote a high level of understanding and acceptance of the project’s associated risks, issues and practices
- Perform functions critical to the success of the department’s prospect identification, tracking and portfolio balancing efforts. Regularly collaborate with the Advancement Operations Team to design and produce meaningful regular, custom and ad-hoc relationship management reports, charts and graphs to support metrics-driven fundraising
Relationship Management Analyst
06/2013
-
06/2016
Chicago, IL
- Recruit, train, mentor and develop employees
- Define performance standards, conduct performance reviews and handle salary administration
- Provide management, leadership and guidance to staff, creates an environment that encourages employee engagement, teamwork, and communication
- Develop staffing and succession plans
- Proactively prepare to ensure an effective onboarding experience for new Partners
- Responsible for creating and reporting on internal partner’s client satisfaction on Custodian and Broker relationships
- Identify target client segment/market niche and establish strong reputation within markets
- Develop and maintain value proposition, marketing plan and branding within chosen market
- Create and follow client acquisition plan, identify activities, specify and track progress towards quantifiable goals
B-account / Relationship Management Assistant
01/2009
-
01/2013
Boston, MA
- Develop an understanding of the assigned team’s goals and University’s strategic priorities by monitoring and reporting on progress toward each goal. Make recommendations to the assigned teams and senior leadership on how to store, track and report on team priorities
- Regularly use databases and data analysis tools (such as Salesforce, Cognos, Excel, Access, etc.) to query and analyze information to inform the above listed tasks and processes as well as accurately track the activity between donors, prospects, and the Units, Schools, and Divisions
- Work collaboratively with the wider team
- Focus on the end user at all times: HSBC customers (internal or external)
- Own and resolve issues with all stakeholders or customers and escalate where approporiate
- Deal effectively and efficiently with external Suppliers, as required
- Direct the corporate service delivery for assigned cases. Work collaboratively with both the
Education
Ave Maria University
2004 - 2008
Bachelor's Degree in Finance
Professional Skills
- Assist in management and marketing of corporate relationships and prospects including credit analysis, financial modeling, preparing presentations, reporting and client support
- Strong communication and organizational skills to effectively communicate and interact with all levels and functions within the organization
- Demonstrated ownership and problem-solving skills
- Demonstrates exceptional skills in listening to clients, articulating ideas and complex information in a clear and structured manner
- Strong interpersonal and communication skills to influence the cross-functional groups/forums, the global matrix and external stakeholders
- Strong decision making ability and proven record of ability to escalate decisions regarding project, direction and scope to leadership team
- Sound organisational skills, the capacity to undertake and complete several tasks concurrently, maintain attention to detail and meet deadlines
How to write Relationship Management Resume
Relationship Management role is responsible for interpersonal, negotiation, organizational, relationship, presentation, customer, facilitation, communications, leadership, business.
To write great resume for relationship management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Management Resume
The section contact information is important in your relationship management 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 Management Resume
The section work experience is an essential part of your relationship management 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 management 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 management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Management resume experience can include:
- Develop a broad understanding and ability to effectively present our capabilities relating to defined contribution services, investment management, foundation and endowment, benefit communication, investment advisory, Health Savings Accounts, flex benefit/section 125 plans, defined benefit services, nonqualified and actuarial services
- Solid analytical, organizational and prioritization skills
- Excellent communication skills are required to enable clear articulation while working with external clients
- Strong interpersonal and influencing skills; able to work with cross functional and regional teams
- Proven problem solving skills, agility and ability to drive change
- Demonstrated experience and strong commitment to customer service for internal / external stakeholders
Education on a Relationship Management Resume
Make sure to make education a priority on your relationship management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship management 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 Management Resume
When listing skills on your relationship management 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 management skills:
- Facilitation and presentation skills, as well as excellent written skills
- Proven organization, multi-tasking and prioritization skills
- Excellent collaboration and influencing skills with the ability to build effective partnerships with internal and external stakeholders
- Strong verbal and written communication skills Strong commitment to timing and quality standards
- Track record in managing a team serving affluent clientele with strong leadership skills
- Excellent critical thinking, customer service and problem-solving skills
List of Typical Experience For a Relationship Management Resume
1
Experience For Director, Relationship Management Resume
- Strong project coordination skills, including the ability to prioritise, progress and deliver multiple concurrent projects
- Excellent negotiation skills, with ability to partner and influence decisioning at all levels
- Consultative sales and negotiation skills experience, possess high integrity
- Experience in motivating, driving and managing a highly motivated and effective team
- Relevant work experience, or an equivalent combination of training and experience
- Proven experience in a senior people management role; driving performance in a consultative, metric-oriented environment
- Collaborate and work effectively within cross functional teams
2
Experience For Relationship Management Analyst Resume
- Accurately and effectively communicating in team meetings and to executive management
- Acquiring experience is a distinct advantage for this role
- Experience in dealing with challenging situations, i.e. objection handling, overcoming gatekeepers, etc
- Experience in taking care of challenging situations, i.e. objection handling, overcoming gatekeepers etc
- Proven leadership in managing strategic accounts, driving growth and implementing strategy
- Proven track record of developing long-standing relationships and closing sales
- Experience in managing projects on behalf of a team and reporting out to more senior staff on status and progress
- Sales and marketing experience and broad industry knowledge
3
Experience For Relationship Management Associate Resume
- In relation management role with financial planning and ideally mutual funds experience
- Experience in managing a section or department and group of employees
- Experience managing large clients (>$25 million)
- Experience working as or with Registered Investment Advisors, through firm affiliation or direct support of Independent RIAs
- Experience innovating elements of the present environment to achieve a future desired outcome
- Five or more years’ experience managing business development teams
- Experience in developing methodologies to achieve operational and service excellence
- Adapt to competing priorities
4
Experience For Manager, Relationship Management Resume
- Previous experience working with National Accounts
- Demonstrated ability to manage relationships and cross-functional efforts, programs, or projects
- Working knowledge of or ability to pick up process mapping, journey mapping as well as requirements elicitation/ documentation techniques
- Protecting the bank and the client by complying with relevant policies, procedures, legal and regulatory framework
- Maintaining awareness of market and industry trends to understand competitive environment. Participating in sales conferences and events
- Coaching and mentoring team members on relationship management job responsibilities, negotiation tactics, internal systems and policies/procedures
- Identifying upsell opportunities from existing clients and new sales leads for revenue generation to promote business growth
- Completing any client/internal meeting notes and follow-up as agreed with the relationship manager,
5
Experience For Relationship Management Specialist Resume
- Researching the market place to improve client data quality and compile an accurate database of contact details and relevant client information
- Conducting regular status and strategy meetings with team to understand products and service’s needs
- Analyzing clients' business needs and develops solutions and product enhancements and new development opportunities to maintain and grow business
- Conducting regular status and strategy meetings with management to understand products and services needs
- Analyzing clients' business needs and develops solutions and product improvements and new development opportunities to maintain and grow business
6
Experience For Representative, Relationship Management Resume
- Studying the global environment to identify opportunities to improve FPCMS’s competitive advantage
- Managing industry surveys
- Responding to adhoc client requests within an agreed service level (24 hours)
- Facilitating the implementation and/or delivery of client reports
- Resolving merchants’ and RMS’ escalations within a timely manner
- Producing reports for financial advisers that analyse the composition their HNW clients’ portfolios to identify issues and potential improvements
- Maintaining client records and contacts in a Client Relationship Management system,
7
Experience For Institutional Channel Program Manager Relationship Management Resume
- Demonstrable success at driving performance and achieving constant growth towards meeting and exceeding revenue targets
- Assist in providing, coaching, mentoring, counseling in conjunction with Managers direction to assist in the assessment of performance
- Diarise and manage regular meetings with our Agent Banks, including Agenda setting, meeting minutes and any follow up actions
- Acts as the single point of contact for any on-boarding issues and escalate as needed to the appropriate support teams supporting the on-boarding process
- Responsible for mentoring, training, coaching, hire/fire authority
- Enjoy the challenge of working in a complicated, ever-changing and fast-moving environment
- Assist with sourcing and selection of new providers , demonstrating a clear decision process
- Ensure clients are taking full advantage of Aladdin’s capabilities through the deployment of new capabilities and analyzing client usage metrics
- Aid in developing client servicing processes to make the Aladdin Relationship Management business more efficient
8
Experience For Senior Manager, DC Relationship Management Resume
- Coordinate all document tracking and retention while ensuring their accessibility
- Assist team with identifying upsell opportunities from existing clients and new sales leads for revenue generation to promote business growth
- Mentor and provide training, forecast staffing needs, serves as first point of escalation for issues or activities within assigned segment
- Ensures and assists in providing appropriate training to all employees and provide motivation to meet and exceed their designated job responsibilities
- Meet or exceed Service Level Agreements for processing customer requests including medical requests, document attachment, new sale set up and contract mailings
- Intermediate understanding of insurance operations and understanding of insurance company financials
- Help to provide rating, credit risk and other risk management solutions for your clients, challenging innovatively and creatively
- Work for S&P Global Ratings, the leading Rating Agency globally
9
Experience For Data Relationship Management Platform Lead Resume
- Through disciplined relationship management, develop strategies to increase market share of existing clients and actively manage a prospect pipeline
- Monitor and act on data, using it to coach the team in support of business goals
- Establish contact strategies in line with Auction.com operating models
- Define and deliver consistent ongoing c communication and engagement plan
- Assist with Firmwide marketing updates and additional ad-hoc Firmwide related activities
10
Experience For Associate, Relationship Management Resume
- Directs revenue, pricing, and plan financials for assigned book of business
- Supports monthly/bi-monthly/quarterly phone calls with insurance partner – meeting frequency demonstrative of insurance partner’s strategic importance
- Form strategic partnerships by providing resources and expertise to maximize business success
- Review of fees and charging structures
- Roll-up up one’s sleeves and get deeply engaged in accounts directly and also to develop/deliver sales enabling content to facilitate program success
- Deliver client training (on-site and via WebEx) on product functionality and new releases specific to user job function
- Work and coordinate with Sales Reps in account planning and renewals
- Accountability for contributing to the achievement of sales goals for the assigned sales team and retention of revenue
- Engage with client-attorney/firms in the areas of marketing, customer service, and data analysis
List of Typical Skills For a Relationship Management Resume
1
Skills For Director, Relationship Management Resume
- Strong interpersonal, problem-solving, analytical, decision-making and multi-tasking skills are required
- Well-developed decision-making and problem solving skills; ability to anticipate opportunities / problems and present effective solutions
- Analytical thinker with a thoughtful approach to problem solving and data interpretation – very strong Excel skills
- Excellent interpersonal skills with the ability to develop lasting partnerships with client’ senior management
- Strong negotiation and marketing skills with an ability to build and close new relationships
- A proven interest in Investment and finance, evidenced by work experience or internships in Financial Services
- Well-developed planning, analytical, critical thinking, organizational, change management, team leadership, meeting management and facilitation skills
- Demonstrate excellent analysis and understanding of client needs, recommend appropriate products and services, and achieve closure of transactions
- Demonstrates strong business acumen and knowledge of staffing, capacity, ROI, budget, margins, service and product
2
Skills For Relationship Management Analyst Resume
- Solid understanding of funds industry with proven client service sills
- Good written solving skill with great attention to details
- Managing client expectations on technology queue and provide transparency to existing client priority efforts
- Reporting and analytics experience to support forecast and identifying trends
- Using excellent judgment in involving the relationship manager to facilitate issue resolution and proactively proposes/provides solutions to problems
- Experience in dealing with challenging situations, i.e. objection handling, tackling competitive situations and prospective cancellations
- Action-oriented and able to work in a fast-paced, demanding environment with conflicting priorities and fluctuating deadlines
3
Skills For Relationship Management Associate Resume
- Skilled in identifying, organizing, and presenting the necessary data, in collaboration with the ED, required to support approval of opportunities
- Quickly identify internal and external client needs/expectations and propose solutions, leveraging outstanding active listening skill
- Corporate banking experience as an Analyst and Associate in a corporate lending environment
- Experience of working within a Business Development or a revenue generating role
- Experience in sales and/or marketing with managing a consumer finance portfolio/major client
- Experience in financial services with a deep understanding of Investment Banking transactions
4
Skills For Manager, Relationship Management Resume
- Ensures ERMT operates as a High Performing Team
- This is a new role that requires the sourcing and production of data from various systems and teams into effective MI
- Integrity and experience handling sensitive and confidential information
- Past proven record of meeting sales goals
- Strong understanding of HSBC Group structures, processes and objectives
- Combine a good working knowledge of a range of computer programs (such as Excel) with the ability to learn new programs as needed
- Develop and deliver high quality messaging of account priorities to the Distribution organizations to drive sales and market share growth
- Solid knowledge of annuity and/ or life product lines as well as a broad understanding of the competitive landscape & market trends
5
Skills For Relationship Management Specialist Resume
- Experience presenting to high impact client
- Demonstrated history of volunteerism including contribution to community/civic organizations/causes
- Masters of Business Administration, previous experience in banking or financial services
- A broad understanding and experience in multiple technical areas
- Sales/marketing experience desired
- A thorough understanding of the financial services industry and a strong knowledge of the specific distribution channel(s), Firms, Advisors and IMOs
- Demonstrated commitment to providing a high level of customer service
- Lead & promote the broker online platform to offer seamless online service experience to brokers
6
Skills For Representative, Relationship Management Resume
- Lead various projects that improve operation efficiency, broker satisfaction and broker service experience
- Two years related industry experience
- Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail
- Strong knowledge of core business functions across all of operations
- Strong knowledge of Jackson’s products, services, and the financial services industry
7
Skills For Institutional Channel Program Manager Relationship Management Resume
- Encourage and demonstrate a commitment to company culture
- Financial services experience desired
- A strong analytical mind-set with an ability to synthesize data
- Demonstrated ability to deal with complex situations which require sound judgment
- Demonstrated proficiency in basic computer applications, such Microsoft Office software products
- Effective use of tools and information to drive service delivery and performance
8
Skills For Senior Manager, DC Relationship Management Resume
- Strong ability to establish and evaluate performance metrics
- Integration or migration experience
- Leading high profile client issues/projects - and participating in internal and external Steering Groups
- Collaborating with Solutions Delivery to support the estimation and planning process
- Working with Finance, building financial view of services by client
9
Skills For Data Relationship Management Platform Lead Resume
- Managing the Senior Relationship and Client Servicing Delivery Managers
- Supporting the organisation of the Client Advisory Groups (CAGs) –agenda setting and follow up
- Planning and attending client meetings as appropriate,
- Completing any client/internal meeting notes and follow-up as agreed with the relationship
- Coaching and mentoring NAEs of Sales Value proposition execution of sales process and core concept knowledge demonstration
- Coordinating internal resources to provide analysis and recommendations to business partners on design alternatives
- Strengthening of talent within global teams and operational support functions
- Managing a team to ensure strategic and tactical goals are met. Ensure team meets and exceeds Net Renewal and Referral Goals
- Supporting the cross sell process to meet sales targets
10
Skills For Associate, Relationship Management Resume
- Supporting the Sales process for prospect clients
- Informing Product development and innovation
- Managing Executive engagement across clients
- Escalating operational themes and trends
- Ensuring all clients are referenceable
- Analyzing client activity and industry data to identify commercial opportunities
List of Typical Responsibilities For a Relationship Management Resume
1
Responsibilities For Director, Relationship Management Resume
- Skills: 5+ years of customer care / relationship management experience in a leadership capacity, preferably within the direct selling industry
- Proven sales track record of direct selling experience in private banking business
- Experience in managing complex, fast-paced and high-priority cross-functional initiatives
- Evolve the current training programs to support building up new associates quickly and effectivelly
- Conduct service review meetings and assist in client training, sharing of market information/experience
- Experience of working in a global, matrix-style organization is essential
- Experience of working within an Asset Management firm is essential
- Experience in dealing with clients enquiries and / or a service organization
2
Responsibilities For Relationship Management Analyst Resume
- Good understanding of compliance & regulatory requirements
- Support the Private Equity key priority account programme (“Targeting Engine”)
- Complies with relevant Group Policies, considers and escalates the adequacy and effectiveness of the business’s controls on a regular basis
- Working knowledge of databases and technical tools including SQL, Unix commands and PERL is essential
- Bring feedback from the field concerning Pearson products and services
3
Responsibilities For Relationship Management Associate Resume
- Expert in establishing KPIs, evolving team performance, developing individual team members, process development and project management
- Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention
- Responsible for creating, editing and monitoring all client account documentation within the team
- Develop Firmwide recruiting strategies and “best practices” for divisional teams to leverage throughout recruiting season
- Sound product knowledge relating to private banking
- Accountable for directing solutions via overseeing project management deliverables
- Build and improve state, Health plan, IT and service unit partnerships to build long-lasting transparent and trusting relationships
- Assist with writing market reports and reviewing quarterly reports for clients
- Practical knowledge of banking, capital market, rating products / services and how they relate to customers and users
4
Responsibilities For Manager, Relationship Management Resume
- Grow the Bank's revenue base in Pune through new customer acquisition and deepening existing customer relationships
- Work with Senior Relationship Managers on the client’s demands identifying next steps and driving follow up process
- Various other ad hoc assignments, including financial modeling with direction from manager
- Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan
- Collaborate with other Leaders/Executives on operational, financial, staffing and/or training strategies
- Apply creativity and ingenuity to problem solving and solution seeking
5
Responsibilities For Relationship Management Specialist Resume
- Leverage partners/specialists to identify opportunities with existing clients reviewing client’s situation with specialists on a regular basis
- Lead periodic relationship oversight reporting, including but not limited to delivery of Visual Analytics, Plan Investment and Plan Service Reports
- Oversee retention efforts including the involvement of pricing strategies
- Lead implementation of the sourcing strategy by interfacing with key business unit/ IT executives
- Responsible for initial and ongoing training of Relationship Managers
6
Responsibilities For Representative, Relationship Management Resume
- Develop Firmwide framework for Summer Intern Programs and oversee all planning logistics for summer events
- Responsible for strategic deployment of all TIAA-CREF resources including Individual Advisory Services that are aligned to the client’s needs
- Act as team’s product specialist for assigned strategies and provide regular knowledge sharing to teammates
- Creatively and proactively support BAA’s client relationship management and capital raising activities in the North America West region
- Become key driver of financial and campaign reporting to ensure Allstate Roadside Services’ P&L hurdles are met with assigned partners
7
Responsibilities For Institutional Channel Program Manager Relationship Management Resume
- Manage all aspects of the auction process from pre to post auction as well as closing in support of the client-attorney/firms
- Partner closely with Operations team, while overseeing the day-to-day relationship with client-attorney/firms
- Creates and executes deployment cases and revises as appropriate to meet changing needs and requirements
- Conduct a post-deployment wrap-up/debrief meeting with the customer to ensure the deployment has met all customer expectations
- Manage all aspects of Relationship Management, including social media interaction as well as inbound and outbound call management
- Deep understanding of multi-channel platforms and multi-site call center organizations
8
Responsibilities For Senior Manager, DC Relationship Management Resume
- Learn and maintain a working knowledge of HL technology tools to aggregate and present information needed for client deliverables
- Act as the client’s day-to-day contact for corporate owned, split dollar, executive disability insurance plans, fielding questions and requests
- Act as the participant’s day-to-day contact for split dollar and executive disability insurance fielding questions and requests
- Learn and understand insurance death claim processing
- Understand and anticipate client’s existing and future needs in depth and communicate this within the organization
- Develop compelling solutions to distribution partner and client issues
- Responsible for monitoring key growth, retention and expense metrics
- Engage and lead RFP, strategic pricing and product customization efforts for large prospects
- Develops profiles on accounts including all affiliations, geographic presence, and business interests to help develop sales proposals for new business
9
Responsibilities For Data Relationship Management Platform Lead Resume
- Provide platform and product functionality training and support to clients. Gather client feedback to support product improvements and upgrades
- Project and time management – Ability to handle multiple tasks or projects with varying timelines and stakeholders from inception through completion
- Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives
- Has developed core understanding of the business, its strategy and its products/services
- Research client issues and bring to resolution
- Manage applicable spreadsheets and prepare huddle board metrics to ensure proper processing of work
- Answer and resolve incoming calls on our 800 line
- Participate in and support department initiatives and system enhancements including
- Conduct on-site presentations to existing and prospective brokers to educate and inform on products and services and promotion initiatives
10
Responsibilities For Associate, Relationship Management Resume
- Responsible for uncovering growth opportunities (strategy) within the non-key and tier 4 firms that could elevate the firm to a higher tier
- Manage the due diligence and new product on-boarding process for tier 4 firms and non- key accounts
- Collaborate with internal business partners (stable value team/investment research team) and key external consultants to review and enhance product offering
- Enjoy a collaborative team-work environment and have a genuine interest in helping others
- Set high standards for themselves and others, and thrive on meeting challenges
- Build relationships with clients’ external business professionals Document all client interactions in SalesForce
- Serve as strategic business partner to campus managers and internal clients
- Manage CRM team members’ day-to-day execution and professional development
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