Relationship Manager | Main Region
Integrity in the workplace | Main Region
Relationship Manager Jobs in Australia
What does a Relationship Manager do?
What skills does a Relationship Manager need to have?
Relationship Manager job responsibilities
- Build relationships and develop a strong rapport with clients
- Maintain exemplary levels of customer service
- Research products/services and work with clients to make the best financial decisions
- Pursue new business opportunities and upsell or cross-sell any relevant products or services
- Provide insights to the sales team about any business opportunities which arise
- Resolve customer complaints or issues in an effective and timely manner
- Research the competition and have extensive knowledge of the products and services that they offer
- Meet sales, growth and renewal targets
- Communicate with clients via various channels including email, phone and CRM
Skills and experience employers are looking for
- Strong communication and interpersonal skills
- Excellent conflict resolution skills
- Strategic thinking
- Advanced mathematical and numeracy skills
- Excellent knowledge of banking and financial products
- Ability to use CRM software
What type of employers hire a Relationship Manager?
Relationship Manager qualifications
- Bachelor’s Degree in business, Finance, Marketing or Management
- Certificate IV in Financial Services if working as a Relationship Manager in the Financial Industry
- Higher School Certificate
- CRM software knowledge
How much does a Relationship Manager earn?
How to become a Relationship Manager in New Zealand
- Bachelor’s Degree in business, Finance, Marketing or Management.
- Experience within your chosen industry is almost mandatory, with many employers favouring Relationship Managers with financial or banking industry experience.
- Work on your core skills, especially those relating to communication and conflict resolution.
- Knowledge of CRM software, Salesforce or equivalent, and Microsoft Office are considered beneficial.
- Extensive knowledge of banking/financial products throughout the financial sector.