金融機関/金融プロフェッショナルの転職・求人

Relationship Manager 求人詳細情報

Relationship Manager [ID:32601]新着求人

想定年収
700万~1000万円
仕事内容
•Build, develop, and maintain strong relationships with partners and/or high-net-worth customers by understanding their situation, financial aspirations and needs;
•Act as the first touchpoint for segmented clients of the our, providing them with the best experience possible;
•Support our ongoing partner/client lifecycle management program through regular upkeep of partner/client information, purpose led interactions and timely responses to their queries;
•Provide accurate and complete partner/customer information to ensure efficient management of partner/client interactions;
•Proactively contact partners and/or customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities;
•Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services

Sales process, planning, execution

• Actively leverages sales process to increase conversion rate, decrease sales cycle, and improve deal win rate
• Maintains an accurate pipeline and funnel with high integrity
• Maintains a set of personal goals and metrics, tracking progress against those
• Maintains a calendar blocking, scheduling time to maximize productivity and effectiveness
必要経験
•Minimum of 3+ years sales position in the financial services sector, CFD industry is preferred
•Proven track record working towards weekly or monthly targets and KPIs;
•A hunter mentality, always looking at ways to grow and support our partner and/or client aspirations;
•The desire to be part of a scale-up culture with a commitment to excellence and growth; and
•Looking to work for a company dedicated to helping our team develop and grow.

Qualification and Skills

• Strong mathematical, analytical, and problem-solving skills
• Strong attention to detail with emphasis on accuracy and timeliness
• The ability to calculate the liquidation values of the products we offer
• Sales Representative Qualifications of both JSDA and FFAJ, Internal Controller Qualifications are plus
予定勤務地
中央区
企業名
社名非公開:米国NASDAQ株式市場の上場企業の日本法人

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雇用形態

  • 金融機関/金融プロフェッショナル
    選択中
  • コンサルティングファーム
    選択中
  • スタートアップ/ベンチャー企業
    選択中
  • 事業会社(マネジメント/M&A関連)
    選択中
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