Relationship Management Associate (RMA) partners with Relationship Managers (RM) in a specific business, including to support prospective sales / cross-sell opportunities for new business, ensure profitability of new and existing client relationships, act as an escalation point both to the client and internally for any service - delivery issues, breaches or opportunities.
A. Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients. Preparation for quarterly client review meetings, including kit delivery and briefing note production Responds to client and sales meeting follow ups, within 24 hrs chase up with other departments or via client operation’s manager where required Follow up on specific sales leads as directed by the RM Attend internal account coordination meetings
B. Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing Proactively communicate with clients and prospects on relevant issues related to their business Key Account Management research key accounts and provide suggestions on further developing the relationship Marketing Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice. Investment build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy. Product group need to be collaborative on product strategy, capacity, fee negotiation and new fund launches. Industry proactively read reports, news bulletins and share relevant information.
＜Position Summary＞ Manages book of business, grows and retains revenue and market share at the designated accounts. Maximizes customer satisfaction, and achieve company’s strategic objectives with accounts under management. Develops and executes account strategy. Co-ordinates Account Activities to provide strong, consistent service levels. Works with stakeholders across the board to deliver stronger, more relevant value propositions helping customer to grow their business, minimize risks or improving productivities.
＜Essential Responsibilities＞ ・Builds and maintains strategic account plans for accounts under management. ・Manages, retains and grows revenue, responsible for sales and accountable for service performance. ・Responsible for enterprise relationship between our company and account. ・Develops strong, high level, contact network within accounts. ・Drives execution of our company’s strategy on the account level. ・Identifies new opportunities, lead sells Enterprise and desktop solutions. ・Works with and utilizes experts/specialists onto the team where required, has oversight of all account activities. ・Prioritizes and directs resources in the account team. ・Responsible for forecasting, keeping management engaged with accounts in a timely fashion, analyses impact from intelligence on competitor activity, provides feedback to Market Development Group. ・Owns local account information in relevant CRM systems. ・Responsible for net sales and revenue quota achievement. ・Responsible for local account plan as well as executing priorities. ・Acts as customer’s advocate within us and our ambassador within client’s enterprise. ・Responsible maintain and increase desktop usage by delivering various training activities.
●Assisting Account Managers in marketing and developing the products. ●Providing Account Managers with reporting, data retrieval, and research/analysis support with the objective of leveraging Account Manager resources and enhancing client service. In addition, the Associates’ responsibilities include creating new or revised management reports utilizing internal and external database applications for clients, consultants, and Account Managers. ●Additional responsibilities include preparing client presentation materials, facilitating the set-up of new client accounts, preparing performance attribution reports and RFP. ●Assisting Account Managers in all aspects of client service.