Assistant Relationship Manager Responsibilities

An insight into the assistant relationship manager responsibilities helps you to realize the importance of individuals working as an assistant to the relationship manager in an organization.

The goal of any organization is not just to generate profits, but also to maintain a reputation that is possible only through excellent customer relationship management. The assistant relationship manager thus is an important person who helps in maintaining relationships with the existing clients and in the acquisition of new clients as well.

The assistant relationship manager responsibilities are highly diverse, sole reason being the different requirements and scope of business of every organization. Some organizations would allot core relationship management responsibilities to an assistant relationship manager, while other organizations may prefer to allot additional administrative tasks such as documentation, training, etc., to these individuals.

The assistant relationship manager generates leads, schedules appointments, supervises sales and customer service staff, and ensures that the set targets are met or exceeded. He ensures that the customers are provided with excellent service and the organizational and industry standards are followed.

Go through the assistant relationship manager responsibilities, qualifications and skills if you are interested to get into this profession.

Primary Responsibilities of an Assistant Relationship Manager

• Portfolio management: An assistant relationship manager working with an investment firm manages the portfolios of clients. He suggests investment plans to the clients depending in their preferences and budget.

• Define targets: The assistant relationship manager defines weekly, monthly and annual targets for the organization. He helps and motivates the sales team to achieve and exceed the targets.

• Research and meet prospective clients: The assistant relationship manager identifies the potential clients and communicates through telephone or e-mail to schedule a meeting. He presents the information regarding products and services offered by the organization and also suggests custom solutions that best fit the client's requirements.

• Supervise sales and customer service personnel: The assistant relationship manager has to supervise the sales and customer service department.

• Resolve client queries and complains: The assistant relationship manager communicates with the clients regularly. He resolves their queries and complains and ensures that timely solution is provided to maintain a cordial relationship.

Secondary responsibilities of an Assistant Relationship Manager

• Coordinate in advertising and promotional activities: The assistant relationship manager coordinates the advertising agency to develop advertising and promotional strategies. He provides the information regarding the organization's products and services so that they can be incorporated into the campaign.

• Support recruitment and training process: An assistant relationship manager supports the recruitment activity by interviewing potential candidates and judging their competency. He also helps in the development of training modules, for new and old staff.

Skills of an Assistant Relationship Manager

An assistant relationship manager is expected to possess customer service, analytical, problem solving and organizational skills. He must be competent enough to handle multiple tasks and coordinate across various personnel in the organization. He should have a positive mindset and an ability to motivate the staff in the department and organization. Technical proficiency is also asked as the organizations rely largely on digital methods for communication, preparing records, training, etc.

Becoming an Assistant Relationship Manager

Courses such as a bachelor's or master's degree in business finance, operations management, economics, marketing management or a relevant course help you to learn business and finance operations. If you have worked for the marketing or finance department in any organization, then you possess an added advantage as compared to other applicants.

Career Scope for Assistant Relationship Manager

You can earn up to $45,000 while working as an assistant relationship manager. Growth in this profession is assured provided that you toil hard for a long time to prove your competency and learn the intricacies of the business operations.

Now that you are aware of the assistant relationship manager responsibilities, you will find it easy to choose a course and develop the requisite skills in order to fulfill the professional requirements.