Relationship Executive Resume
Summary : As a Relationship Executive, responsible for initiating and following prospects and generated ongoing corporate finance opportunities, responsible for analyzing, negotiating, and documenting credit requests.
Skills : Communication Skills, Active listening, Customer Service, Strategic Planning, Lead Generation
Description :
- Identified new business opportunities and develop strategies to capitalize on them.
- Developed and implemented marketing plans.
- Provided training and guidance to junior staff members.
- Conducted market research and competitive analysis.
- Supported the development of business plans.
- Developed and maintained strong relationships with clients to ensure satisfaction and retention.
- Conducted regular follow-ups with clients to assess their needs and address any concerns.
Experience
7-10 Years
Level
Management
Education
BBA
Relationship Executive Resume
Headline : As a Relationship Executive, structured a good complex credit solution and guiding the credit process with the required parties, showcased in his or her resume are building relationship with clients, making sure clients are satisfied with products and services, identifying further sale opportunities, promoting company products and services, and carrying our client satisfaction surveys.
Skills : Public speaking skills, Interpersonal Skills, Sales Skills, Adaptability, Project Management
Description :
- Responsible for developing relevant markets adhering to business complementing channels, client needs and concerns.
- Responsible for coordinating with business units and vendors of the organization.
- Responsible for integrating systems, products, and services with business units.
- Responsible for determining and implementing business best practices.
- Responsible for defining, researching, prioritizing, processing, and tracking projects, issues, and goals.
- Responsible for organizing and leading team meetings.
- Responsible for documenting the business plan for each relationship.
Experience
5-7 Years
Level
Executive
Education
BBA
Relationship Executive Resume
Summary : As a Relationship Executive, planned for and execute against a revenue target for a portfolio of clients and prospects, worked closely and effectively with the Country Manager to keep him/her well informed of upcoming commitments and responsibilities, following up appropriately.
Skills : Conflict resolution and problem-solving skills, Customer service orientation, Presentation Skills, Market Research, CRM Software Proficiency
Description :
- Created and maintained an annual client interaction management plan by planning on the Client Management Program (CMP).
- Tracked and monitored the financial performance of the portfolio by utilizing the scorecard and Customer Management Portal (CMP).
- Managed high-risk customers by reviewing their accounts as per the Review Manager and negotiated reductions on facilities as per the review policy guidelines.
- Represented the Middle Market in local banking and business communities, and developed a network of referral sources.
- Created a pipeline of new business by working on leads generation initiatives with Retail, existing client base, and within the Business growth section of ABB.
- Collaborated with cross-functional teams to deliver tailored solutions that meet client requirements.
- Conducted market research to understand client needs and industry trends.
Experience
7-10 Years
Level
Management
Education
BBA
Relationship Executive Resume
Headline : As a Relationship Executive, cultivated 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, developed 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.
Skills : Sales and Marketing Skills, Analytical Skills, Team Collaboration, Adaptability, Customer Service
Description :
- Developed strategies to improve communication of key events and consultations with key teams including Governance and Policy, Product Management, and Sales.
- Worked closely with each account team to develop differentiated strategies.
- Assisted with providing the clients with a proactive service.
- Worked closely with the Business Development team in UAE to ensure customers were receiving the full benefits of their policy.
- Established new relationships and managed existing relationships to drive Customer Loyalty and Renewals.
- Worked in partnership with all other departments to ensure timely delivery of all orders and manage customer expectations accordingly.
- Developed strategy for deeper penetration of existing accounts or accounts.
Experience
5-7 Years
Level
Executive
Education
BBA
Relationship Executive Resume
Objective : As a Relationship Executive, established executive credibility with existing and prospective clients providing the ability to cultivate relationships and envision creative sales and solution strategies that generate additional revenue.
Skills : Data analysis, Market research, Customer Relationship Management, Empathy
Description :
- Used middle and back-office support networks.
- Made use of middle- and back-office support networks to ensure effective onboarding and complete end-to-end service delivery.
- Developed strong advisory client relationships with key decision-makers.
- Developed supportive relationships with colleagues and created a sense of team spirit.
- Made use of middle- and back-office support networks, and mobilized internal networks and resources.
- Made effective use of the client planning and solutions tools.
- Stayed abreast of new industry developments and clients' market position.
Experience
2-5 Years
Level
Junior
Education
BBA
Relationship Executive Resume
Summary : As a Relationship Executive, operated and positioned 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.
Skills : Organizational Skills, Time management, Team Collaboration, Data Analysis
Description :
- Managed closed course bookings for Professional courses and liaised with clients and suppliers regarding dates, locations, and prices.
- Produced weekly pipeline sales and forecast reports liaised with prospective clients and provided relevant information as agreed with RM’s.
- Confirmed course bookings with clients and organized meetings, took actions and followed up on action points / overdue responses.
- Developed international advisory relationships with clients, prospects, and bankers.
- Identified, pursued, and closed sales opportunities for a broad range of financial products and services for Technology companies located in our West Region.
- Coordinated with internal teams to ensure the timely delivery of products and services to clients.
- Provided exceptional customer service by responding to client inquiries and resolving issues in a timely manner.
Experience
7-10 Years
Level
Management
Education
BBA
Relationship Executive Resume
Summary : As a Relationship Executive, built a thorough understanding of DXCs value proposition across products and services, understood customer business by actively researching customer to determine business issues.
Skills : Project management skills., Documentation, Adaptability, CRM Software Proficiency
Description :
- Proacted market clients and prospects, and represented corporate client banking in the local banking and business communities.
- Provided oversight and leadership to Relationship Managers and other direct reports.
- Managed complex, multi-product client relationships as the primary Specialty Finance representative in the region.
- Represented Specialty Finance companies in the local banking and business communities.
- Coordinated the sales and service efforts of multiple internal business partners.
- Coordinated with the sales team to ensure a smooth transition from prospect to client.
- Monitored client accounts for potential risks and proactively addressed any issues.
Experience
7-10 Years
Level
Management
Education
BBA
Relationship Executive Resume
Objective : As a Relationship Executive, trained in the Information Technology arena, ideally servicing Aerospace and Defense accounts, multi-million dollar, quota carrying Sales roles, and well-trained in the Information Technology arena, ideally servicing Banking, Financial Services, and Capital Markets accounts.
Skills : Proficiency with CRM software, Strategic Thinking, Negotiation Skills, Problem Solving, Time Management
Description :
- Initiated and maintained strategic dialogue with clients and prospects to generate ongoing corporate finance opportunities.
- Met potential clients and gauge the viability of working relationships.
- Ensured regular contact with existing clients to maintain our company’s presence.
- Conducted in-depth needs assessments to better understand each client’s requirements.
- Identified a range of our offerings that could meet the goals and values of each client.
- Repaired disengaged or fractured relationships.
- Monitored client accounts for compliance with service level agreements.
Experience
2-5 Years
Level
Executive
Education
BBA
Relationship Executive Resume
Objective : As a Relationship Executive, validated and endorsed the total value of the Digital Transformation Service or Solution for the deal, worked with solution and delivery to assure that clients interests are design can be properly delivered.
Skills : Technical, Computer Literacy, Project Management, CRM Software Proficiency
Description :
- Proposed and deliberated potential solutions in consultation with clients.
- Encouraged clients to upgrade their existing packages and to purchase additional offerings.
- Settled clients’ concerns swiftly and professionally.
- Addressed clients’ needs and to maximize our profits.
- Well-trained as a Relationship Executive, ideally in a similar organization.
- Avoided driver’s license, trained with CRM software and procedures.
- Outstudied verbal and written communication.
Experience
2-5 Years
Level
Executive
Education
BBA
Relationship Executive Resume
Headline : As a Relationship Executive, responsible for identifying, pursuing and closing sales opportunities, responsible for complying with all regulatory and JMPC rules, policies, and procedures.
Skills : Team Collaboration, Reporting and Documentation, Time Management, Negotiation Skills, Problem Solving, Customer Relationship Management
Description :
- Developed and implemented customer loyalty programs.
- Coordinated with internal departments to ensure the successful execution of projects, and prepared presentations, reports, and proposals.
- Applied risk-based pricing for all new sales and pricing reviews in line with the RBB.
- Understood the client’s challenges and endeavored to work with them to resolve High volume of Client facing meetings.
- Coordinated with marketing teams to create targeted campaigns for client engagement.
- Evaluated client needs and provided customized solutions to enhance their experience.
- Resolved conflicts and negotiated solutions that benefited both the client and the company.
Experience
5-7 Years
Level
Executive
Education
BBA
