Relationship Manager

Berkeley Middle East

As a Relationship Manager, you will serve as the primary point of contact for a portfolio of clients, ensuring their needs are met through personalized financial advice and effective relationship management. You will play a key role in deepening client engagement, identifying new business opportunities, and collaborating with internal teams to provide comprehensive solutions.

Key Skills:

• Outbound Calling: Make 60-70 targeted outbound calls daily to prospective inquiries and leads. Ensure calls are structured to maximize engagement and sales opportunities.
• Sales Achievement: Focus on achieving monthly sales targets and quotas. Identify customer needs and provide tailored solutions to close sales effectively. Upsell and cross-sell products or services to maximize revenue. Analyze sales data to identify trends, measure progress against targets, and develop strategies.
• Customer Relationship Management: Build rapport with customers to establish trust and long-term relationships. Maintain a positive and professional tone during interactions to foster customer satisfaction. Address customer queries and resolve concerns efficiently.
• Product Knowledge: Maintain an in-depth understanding of the company s products, services, and promotions. Communicate product benefits and features clearly and convincingly.
• Data Management: Accurately update and maintain customer information and call outcomes in CRM systems. Document feedback and trends to help refine sales strategies.
• Follow-Up: Conduct timely follow-ups with leads to nurture them through the sales funnel. Send necessary information or updates to customers after calls.
• Performance Monitoring: Monitor daily call and sales performance to ensure alignment with targets. Actively seek feedback from line manager (Head of sales/ Head of operations/ Directors) to improve strategies and techniques.
• Collaboration: Work closely with team members and head of department to align with organizational goals. Share insights and strategies to help improve overall team performance.
• Compliance: Adhere to company policies, sales processes, and data protection guidelines. Ensure all calls and communications meet regulatory standards.
• Reporting: Provide daily reports on call performance, sales achievements, and challenges faced. Recommend improvements or adjustments to sales strategies based on customer feedback.

Requirements:

• Bachelor s degree in Business, Finance, or a related field
• Proven 5 years of experience in relationship management, sales, or client service (preferably in banking or financial services)
• Strong interpersonal and communication skills
• Ability to understand financial products and match them with client needs
• Problem-solving mindset and attention to detail
• Goal-oriented, self-motivated, and adaptable
• Proficiency in CRM software and MS Office