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Relationship Management Associate

2 months ago

Dubai, Dubai, United Arab Emirates Skill Farm Full time
About the Role

We are seeking a highly skilled and motivated individual to join our Treasury Services team as a Relationship Management Associate. This role is a key contributor to driving growth in the financial services industry.

As an integral member of the sales organization, you will be responsible for building and maintaining strong relationships with clients, driving business growth, and developing strategic plans to achieve sales targets.

Key Responsibilities
  • Client Obsession: Support dedicated Relationship Managers in driving growth within the financial institutions segment.
  • Business Strategies: Craft business strategies and account plans based on research, financial analysis, and product insights.
  • Sales Pitches: Build sales pitches and facilitate product implementation by partnering with global cross-functional support teams.
  • Know Your Customer (KYC): Act as the central counterpart for internal and external requests related to KYC reviews.
  • Data Quality: Own data quality in CRM systems contributing to our data-driven organization.
  • Ad Hoc Analysis: Create ad hoc analyses to track sales progress and drive value for our clients.
Requirements
  • Strong management and organizational skills.
  • Adaptability and capability to work in fast-paced environments.
  • Ability to handle equally important tasks that drive business growth.
  • Experience with Microsoft Office products, especially Excel.
  • Proficiency in crafting client stories in PowerPoint based on existing templates.
  • Familiarity with a CRM system (e.g., Salesforce, Microsoft Dynamics).
  • Ability to draw conclusions from data insights and communicate straightforwardly with the sales team and broader business.
  • Familiarity in crafting your own data subsets from large data lakes e.g. in Tableau or Power BI.