Senior Relationship Manager

at  BCS Markets

Senior Relationship Manager
The Ultima World is a global innovative company providing financial services to private and corporate Clients. We use our unique extensive expertise and capabilities to open up new kinds of investment opportunities for our customers. Our aim is to offer an outstanding service and help our customers achieve their goals.

REQUIREMENTS

• Bachelor’s degree in business, finance, or a related field.
• Proven experience as a Relationship Manager or similar role in the financial services industry.
• Strong network of contacts within the industry and demonstrated ability to build and maintain client relationships.
• Excellent communication and interpersonal skills.
• Ability to understand and analyze complex financial products and market conditions.
• Strong negotiation and presentation skills.
• Self-motivated and target-driven with a proven ability to achieve sales targets.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• Good understanding of regulatory requirements and compliance in the financial services industry.
• Proficient in using CRM software and other relevant sales tools.
• Flexibility to travel for client meetings and industry events as required.

• Build and maintain strong relationships with existing clients, ensuring a high level of client satisfaction and retention.
• Proactively identify opportunities to upsell and cross-sell our products and services to existing clients.
• Lead client meetings, presentations, and negotiations to achieve sales targets and revenue goals.
• Collaborate with internal teams, such as sales, marketing, and product development, to ensure client needs are met and exceeded.
• Stay up-to-date with industry trends, market conditions, and competitor activities to identify new business opportunities.
• Develop and implement strategic account plans to maximize client value and profitability.
• Prepare and deliver reports and presentations on client performance and progress to senior management.
• Stay informed about regulatory requirements and ensure compliance in all client interactions and activities.
• Provide exceptional customer service and support, handling inquiries, resolving issues, and managing client expectations.