Sales & Relationship Manager Job Description
Sales & relationship manager
provides timely and accurate information about our portfolio of products and its competitors to the product managements, new products, sales and head office management for decision-making;.
Sales & Relationship Manager Duties & Responsibilities
To write an effective sales & relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included sales & relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Meet individual and team targets for net-new revenue, new mandates, and meetings
Grow pipeline of new sales and incremental business across allocated client portfolio
Act as a point of escalation for clients and the Client Service teams, ensuring best in class service is constantly being delivered
Mentor junior members of the team, assisting in their career development
Understand all aspects of the bank’s Culture and Conduct agenda and execute accordingly
Complete KYC requirements within prescribed time-frames and ensure existing records remain current
Educate partners around the firm to ensure a thorough understanding of the client base
Remain current in knowledge of the current regulatory regimes effecting the client base, and aware of forthcoming amendments/new regulation
Develop an extensive internal and external network
Assist in the management of the opportunities pipeline
Sales & Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales & Relationship Manager
List any licenses or certifications required by the position: NISM, AMFI, PMP, BRM, CSC, CFA
Education for Sales & Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the sales & relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in MBA, Business, Finance, Education, Marketing, Economics, Graduate, Accounting, Management, Business/Administration
Skills for Sales & Relationship Manager
Desired skills for sales & relationship manager include:
Financial services industry
Banking products and services
Products and solutions
Our competitors
Bloomberg product offering-Ability to build relationships with C-suite executives and key decision makers
BMO’s products
Our product
Solutions and technology platforms to ensure effective delivery of complex solutions that satisfy clients’ needs
What your customers do at all levels of their business
Which constantly evolves as new data and analytical tools are added
Desired experience for sales & relationship manager includes:
Coordinate the Request for Proposal process
Coordinate any due diligence visits and related materials
Responsible for the coordination and implementation of new investment clients
Recommend process, productivity and procedure enhancements to management with risk mitigation in mind
Define Strategy on data type and Market to be selected for the Program
Manage wing to wing to process of the Program
Sales & Relationship Manager Examples
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Sales & Relationship Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a sales & relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales & relationship manager
- Enhance, build and grow relationships with executives at Broker Dealer (BD) Firms and Centers of Influence
- Conduct regular site visits in addition to conference calls and email communications (derived by segmentation tool)
- Experience in either the equity, fixed income or derivatives markets, preferably from a front-office perspective
- Knowledge of trading needs
- Working with Sales Coordinator to help compile reports for sales meetings
- Keeping and recording up-to-date pipeline of opportunities
- To lead the CR Team with direct responsibility for both the Sales Team (8 members) and the co-ordination of other customer-facing roles
- To develop, build and maintain a pool of highly effective stakeholders and core customers to further reinforce the image and reputation of Novartis Oncology
- To monitor the market dynamics of the Region, including the competition and the healthcare environment with the aim of anticipating challenges and of ensuring that our strategy and tactics meet the needs of the patient and reflect customers’ insights
- To create and deliver the cross-functional Territory Customer Plan within the national plan (strategy & tactics)
Qualifications for sales & relationship manager
- To co-ordinate input from CRTeam members in order to propose centres of a higher standard for the development of high quality clinical trials
- To engage, motivate, develop and coach individuals and teams to realize their maximum performance and potential
- To leverage the team’s knowledge, (both functional and cross- functional) skill-set and competencies to deliver the right solution to the right patient relative to their own particular regional environment
- To take full responsibility for conducting individual performance appraisals and for coaching in the field
- To collaborate with their BF Head in setting performance management objectives based on customer-integrated plans and sales-specific targets
- To keep fully up to date with NP4 and country legislation and ensure that all internal regulations and processes are followed
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Sales & Relationship Manager Job Description
Job Description Example
Our growing company is looking to fill the role of sales & relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales & relationship manager
- Independently generate new business and take ownership of this from beginning to end
- Interact strongly with customer at the Senior Management level with support on forming a relationship with C level contacts within these accounts
- Act as an advocate for the client to ensure their interests and requirements are represented to Salentica’s management
- Conduct regular on-site meetings with clients to determine direction, issues and opportunities
- Identify additional opportunities within the client and co-ordinate securing the business either directly, or by engaging the resources required to ensure success
- Growing Salentica’s foot print at the client in the areas of custom software, SharePoint, BI or additional components
- Have responsibility for meeting revenue targets from the Accounts managed
- Assist Salentica’s sales team with prospect product demonstrations & presentations
- Have or develop a thorough knowledge of Salesforce and/or Microsoft Dynamics CRM and Salentica CRM and how the solution can used by wealth manager firms and their various stakeholders
- Participates in the preparation of prospect proposals along with Salentica’s sales team
Qualifications for sales & relationship manager
- 5+ years experience in a client facing/marketing or sales support role, within the Asset Management Industry
- Third level qualification, preferably a relevant one for this role
- Minimum 6 months of front line/field sales experience in financial services domain
- Wide range of contacts across all industry participants consultants, lawyers, third party outsource service providers, IT vendors, and associations
- Bachelor’s Degree or commensurate selection criteria experience
- Strong interpersonal skills, and demonstrate a commitment to providing personalized service
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Sales & Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of sales & relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales & relationship manager
- Make discovery calls and confirm meetings with key decision makers that will generate revenue
- Create a pipeline of reasonable opportunities and reliable forecasts in a transparent manner
- Develop and execute strategic plans for the territory that will evolve and improve our sales process
- Listen to the needs of the market and educate the product and marketing team
- Deliver, and preferably exceed, against quarterly and annual revenue targets
- Do everything you can to help achieve the larger company objectives
- Effectively communicate the LinkedIn Sales Solution Value proposition and elevator pitch inspiring clients to embrace of connecting value to customers
- Establish relationships with new clients and proactively engage them through the sales cycle
- Manage complex negotiations of commercial and contractual deals
- Conduct account planning and schedule reviews with manager periodically
Qualifications for sales & relationship manager
- Strong ability to identify opportunities and create strategies for driving incremental business within industry segments
- The individual should be a highly entrepreneurial and energetic self-starter who is motivated and driven to make an impact
- The ideal candidate should have an independent, dynamic, high-energy personality with a “can do” attitude and a willingness to roll-up sleeves to solve problems
- 10 plus years of relationship management/face-to-face selling experience
- Experience in a large, global, membership driven society or professional association is a plus
- BA (graduate degree preferred)
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Sales & Relationship Manager Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of sales & relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales & relationship manager
- In addition, a key responsibility will be the coordination of responses to non-standard items presented in the Information Security and Data Privacy agreements/questionnaires from existing and prospective customers
- The IT Sales Engineer will be the liaison for the Distribution team to gain IT support to identify solutions to challenges faced by our existing customers
- The IT Sales Engineer may also contribute to Group Insurance initiatives focusing on optimization of IT capabilities that support benefit administration solutions for our customers and provide competitive advantage in the marketplace
- Manages, retains and grows revenue
- Manage, hire, train and develop a team of field sales execs – 6-10 reps
- Sales and relationship management for Insurance and Platform clients, including multi-national distributors, as lead RM or as part of a relationship team
- Seek out and close solutions and partnership opportunities, including DC default propositions, back book mandates and guided fund lists
- Assist PAM/LAM to monitor credit quality of the client portfolio
- Support FI PAM/LAMs for credit analysis
- Assist PAM/LAM to prepare quality client documentation including SCAPs, PAM advice, briefing notes
Qualifications for sales & relationship manager
- Well organized and disciplined, entrepreneurial and performance-oriented
- Operate with a highest level of professionalism, integrity and accountability all within the context of team approach
- Series 7 & 63 licenses required for position – Series 3 a plus
- Preference CFA, CAIA, CIMA
- Bachelor in Business Administration, Economics or similar
- Experience with business development across various geographies
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Sales & Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a sales & relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales & relationship manager
- Responsible for developing account strategies, making presentations and ensuring customer satisfaction
- Establish deep relationships in all areas of a client/bank organization - trading, operations and technology
- Develop customized solutions for client trading, workflow and STP requirements
- Identify new product or functionality enhancements to address client/bank needs
- Serve as trusted advisor to Sales and Services (IS) leaders
- Convey requirements across the Sales Ops team and negotiate solutions that are effective for Services and Sales Teams other sales teams (e.g., Courseware team) where appropriate
- Collaborate across Sales Ops to develop solutions
- Manage Services and Sales advisory councils to ensure there are clear lines of communication and that feedback is frequent, documented, shared and acted upon
- Deploy requested and agreed standard solutions, process updates, best practices to the IS teams
- Lead and facilitate processes to drive efficiency and sales process optimization (e.g., Business reviews)
Qualifications for sales & relationship manager
- Demonstrated ability to find, manage and close high-level business sales
- Experience in a SaaS-based, startup environment
- Fluency in a 2nd language in addition to English
- Excellent communication, social selling and persuasion skills with strong sales process
- Fascination for SaaS solutions, CRM platforms or software platform solutions
- Proven history of overachieving quota and results high-growth company