Резюме: Relationship Manager / Banking
Номер резюме: 89391
- Менеджер проектов / Руководитель отдела
Опыт работы: 6 лет и 6 месяцев
J P Morgan Chase & Co.
proposal of investment strategies, insurance planning, credit & other banking products for consumers and B2B solutions for small & medium size companies. In charge of business development opportunities through prospecting within the large data base of the bank’s internal partners & external financial intermediaries
• Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
• Reviewing clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Dedicating 120% of the knowledge and professional expertise to every single one of my clients to ensure mutual profits and long lasting partnership. Communicating with other bank division personnel to effectively resolve any client issue.
- Despite the volatile market condition in 2010, existing client’s portfolio performance established by our branch resulted in an overall 14% increase or 3. 5 million in surplus.
Northwestern Mutual Financial Network / www. nmfn. com
• Developed and implemented various sales tactics using get - to - know your client technique. Managed all phases of the sales cycle: prospecting (by scheduling and attending meetings with management of a small to medium size corporations in New York Tri - State area). Executed closing of a sale (by demonstrating an importance of being a client of the firm among many other competitors). Scheduled and led post - sale telephone follow - up conference calls.
• Assessed risk tolerance and investment/risk - management goals to recommend solutions optimally suited to client needs. Frequently exceeded expectations of represented clients in regards to overall performance of the proposed investment portfolios. Regularly met with existing clients to discuss strength of their investment portfolios and essentially provide strategic recommendations based upon current market trends and any life changing events.
• Continuously searched for new alternatives to expand territory. By frequently being involved in the local American - Russian community, the outcome revealed at least 32% sales increase in the last two quarters of 2008 and onward of the individual annual production. Occasionally accompanied meetings with Russian local newspaper press and attorneys to further strengthen our partnership and brainstorm in about generating mutual business opportunities.
EAppliance Depot Cor.
• Processed incoming orders, coordinated shipments, and handled customer - related issues.
Responsible for managing and tracking inventory for the company. Delivered sales
presentations to potential customers while demonstrating the benefits and features
associated with the products.
• Managed an extensive customer base, provided excellent customer service to clients in the form of the follow up of the sale. Assisted clients with questions, sales of new products and upgrades. Resolved customer complaints regarding sales and service.
• Conferred or consulted with department management to plan advertising services and to secure information on customer specifications.
Профессиональные качества и умения
- Highly experienced in business development, account management, and customer service roles
- Skilled at listening clients needs and concerns, developing effective solutions, and persuading clients
to take action.
- Understanding of the Investment Strategy and world trade markets
- Sales and Account Management
- Relationship Management
- Business Requirement Analysis
- Customer Needs Assessment
- Strategic Planning
- Negotiation Skills
- Portfolio Management
- Consultative Selling
- RFP and Proposal Writing
- Business Acumen
Given my proven record of work performance and experience in Business Banking and Relationship
Management in the United States, I would like to be considered for any position related to my education and experience. I pride myself on being results oriented, hands-on individual, with progressive relationship management experience. My management style strongly emphasizes teamwork and the principles of the business relationship management. An elevation of my resume will further acquaint you with my background and qualifications
I was born in St. Petersburg Russia. Raised in Brooklyn New York. At this point of my life, I'm interested to relocate to Moscow and further continue growing my professional career.
I'm fluent in English (Conversational and Writting) Also, fluent in Russian (Conversational and Reading)