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Account Relationship Manager
Posted by Layak Singh (@artivaticai)
Artivatic.ai https://hasjob.co/artivatic.ai/v5zmj , Bangalore · artivatic.ai · Full-time employmentFull-time employment · Business/ManagementBusiness/Management
An Account Manager/Relationship Manager oversees sales and maintains the relationship with an assigned group of clients on behalf of a financial services organization. These clients may be allocated based on geography, industry and products and service needs. Account Managers/Relationship Managers coordinate across business groups, ensuring they provide the right solutions for their clients.
Key Role Dimensions
Managing an assigned portfolio of clients: Retain existing clients and expand client relationships by consultative selling and recommending products and services to meet client needs.
Qualifying and converting new clients: Expand existing client base by identifying and converting new prospects.
May involve industry or geographical specialization: Clients may be assigned based on geography (e.g. Mumbai /USA region), client industry (e.g. Insurance /Health) or product/service needs (e.g. Underwriting, Claims etc.).
Focus Areas
Account Managers/Relationship Managers may serve individuals or commercial/corporate clients. They often deal with products and services such as insurance, health, banking, finance, brokers, distributors, partners etc.
WHAT IT TAKES TO SUCCEED
Key Job Account-abilities
Account Managers/Relationship Managers generally:
Manage a portfolio of assigned clients or new clients:
Engage with clients to ensure products/services are performing to expectations, recommend new products/services, and introduce complimentary products/services further.
Contact new client prospects to generate sales revenue from new accounts:
Research and prospect for potential new clients via targeted calling lists/contact lists, referrals from other divisions/business units, incoming direct requests (calls, email, etc.), and networking with other industry professionals/groups.
Prepare responses to client Requests for Proposals (RFPs):
Collaborate with product/service specialists within the organization to create proposals matching client needs.
Provide feedback to other divisions to enable better product/services development and provision to clients:
Seek out feedback from clients and provide input to internal product/service development teams regarding clients’ desired financial solutions.
Knowledge, Skills & Experience
Must-haves:
Maturity and credibility; proactive and goal-oriented
Customer Focus: Proven ability to consistently deliver high-quality service, working collaboratively with clients and internal business units
Resilience and resourcefulness; ability to identify areas of opportunity for sales
Facilitation, negotiation and problem resolution skills
Relationship management skills
Knowledge of insurance/health /financial products/services available in the sector
Knowledge of applicable client industries
Financial analysis skills
Selling skills
Nice-to-haves:
Previous experience in Health, Finance, Banking and insurance
Training in relevant areas such as sales, particularly in insurance/health/financial products
Education & Credentials
Undergraduate university degree /MBA/Masters
In the fields of:
Business Administration
Marketing
Economics
Statistics
Accounting
Psychology
Health
Finance
Others
Job Perks
- Work from Home during COVID, until further notice
- Health Insurance
- Flexible working and timelines
- Be your own CEO
- COVID Perks for internet/etc.
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