Relationship Management Resume

Relationships management are of two types: customer relationship managment and business relationship management. Genrally banks follow this management concept since they have to develop and maintain relationships with customers as well as partners. But since businesses are dynamic, other organizations too follow it. Based on your interest, you can either work with customers or business partners to develop the business. As a relationship manager in bank, you will manage clients that the bank have formed a group. In manufacturing or service sector, you will do the same thing, but with different products.

The relationship management skills employers seek for are: relationship strategy, team leadership, client leadership, entrepreneurship, quality control, and commercial management.

Relationship Management Resume Sample

Adrian D. Hubbard
3044 Bingamon Branch Road
Chicago, Illinois 60606
Phone: 320-873-2921
Email: adrian.hubbard@anymail.com

Job Objective:

Certified and experienced professional seeking a respectable position of Relationship Manager with 'XYZ Organization' to utilize my knowledge, qualities, and experience for providing services to the clients, and contribute towards the betterment of the organization.

Summary of Skills:

Extensive knowledge about common products, and various financial instruments
Adept at understanding client requirements and suggesting appropriate product as per their financial needs
Skilled in developing and implementing relationship strategy
Excelelnt team leadership, cleint leadership, and commercial management skills
In-depth information about current market trends, and prepare an accurate result on the basis of analysis and research
Exceptional ability to provide support and 45% customer retention rate for long-term financial plans
Expertise in offering financial packages to customers citing future growth after detailed study of the instruments
Proficient in operating Microsoft Office Suite, Microsoft Access, and banking software
Good understanding of the market and ability to suggest apt solutions to generate revenue or maximum profits in corporate projects
Strong communication and interpersonal skills

Work Experience:

Relationship Manager
Bank of America, Chicago, IL
May 2016 – Present

Managing up to 600 portfolios in a week for individual, group, and corporate clients by ensuring records were up to date
Providing mentoring and training lessons to 5 assistants on product selling, customer retention methods, and documenting procedures
Coordinating schedules with business clients to give financial advice over mortgage of assets, and guiding for risk management strategies
Partnering with stakeholders and legal department to discuss agreements according, and developing plans to attain commercial benefits by mitigating risks
Addressing client's queries pertaining to profit, conversion rate, monthly installments and total ROI for investing in long term plans
Improving the turn-around time for loans more than $50M for corporate groups by initiating cold calling as a reminder for monthly installments

Assistant Relationship Manager
Bank of America, Chicago, IL
December 2014 – April 2016

Monitored and evaluated client profitability for various financial instruments, and assets related to the bank
Initiated cross-selling of loans and trading of services in insurance products that increased deposit base by 23%
Served as the point of contact to perform financial transactions related to forex, and advised clients according to market scenarios
Managed diverse portfolios from $10M to $500M, and provided sound advice to clients based on their needs
Took responsibility to conduct workshops to attract potential investors, and increased bank's client base by 43% in the forst 6 months
Provided information about different available financial instruments to first time investors, and explained them about insurance policies, equity funds

Financial Adviser
Univest Corporation, Chicago, IL
March 2013 – November 2014

Prepared various financial plans with a combination of short and long-term requirements for prospective clients
Conducted meetings with potential investors, and suggested the best financial instruments after understanding their needs
Responsibly recommended financial instruments, and products to corporate clients based on their profile, goals and risk management factor
Coordinated with team to maintain proper documents, and portfolio for individual as well as corporate clients
Provided periodic updates to clients regarding the performance of investment portfolios to help them understand the ROI rate
Studied the market for 3 hours daily to analyze its performance and predicted trends for a week

Financial Analyst
Univest Corporation, Chicago, IL
July 2010 – February 2013

Analyzed past results to do variance analysis for identifying current trends, and made recommendations for improvements
Performed various duties like financial forecasting, reporting, and operational metrics tracking to prepare concise reports
Analyzed quarterly financial data to prepare models, and submitted it to managers for their approval or feedback
Communicated with prospective clients to understand their needs, and informed them about the services offered
Verified original documents submitted by clients, and recommended financial adviser as per their requirements
Evaluated performance by preparing reports on plan, actual results, and forecasts by going through monthly reports

Education:

Master's Degree in Business Administration
University of Chicago, Chicago, IL
2010

Bachelor's Degree in Finance
University of Chicago, Chicago, IL
2008

Certifications:

Certificate in Financial Adviser, IFS, 2014
Certificate in Financial Planning, CII, 2011

Reference:

On request.