Banca Channel - Tele Vertical- Relationship Manager Job Description Template
The Banca Channel - Tele Vertical Relationship Manager will play a key role in driving sales through telephonic interactions. The role involves building and maintaining relationships with clients and bank partners, ensuring customer satisfaction, and achieving sales targets within the financial services industry.
Responsibilities
- Drive sales targets through telephonic interactions with potential and existing clients.
- Build and maintain relationships with clients and banking partners.
- Ensure high levels of customer satisfaction through excellent service.
- Work closely with bank partners to leverage their customer base.
- Prepare and deliver sales presentations to clients.
- Monitor and report on sales performance and market trends.
- Assist in resolving any customer queries or issues promptly.
Qualifications
- Bachelor’s degree in Business, Finance, or a related field.
- Proven experience in a sales or relationship management role.
- Knowledge of financial products and services.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong problem-solving abilities.
- High levels of motivation and target orientation.
Skills
- Salesforce
- CRM
- Telemarketing
- Customer Relations Management
- Financial Services Knowledge
- Presentation Skills
- Market Analysis
- Negotiation
Frequently Asked Questions
A Banca Channel - Tele Vertical Relationship Manager is responsible for building and maintaining relationships between banks and insurance sectors. They manage client portfolios, oversee sales strategies to meet business objectives, and ensure seamless communication between the two parties. Their role includes coordinating with different departments, enhancing customer satisfaction, and analyzing financial products and services to recommend solutions that align with client needs.
To become a Banca Channel - Tele Vertical Relationship Manager, one typically requires a bachelor's degree in finance, business, or a related field. Previous experience in sales or financial services is often essential. Good communication and negotiation skills are critical, and certifications in banking or finance can enhance career prospects. Networking with industry professionals and continuous learning about financial products is also important.
The average salary for a Banca Channel - Tele Vertical Relationship Manager can vary depending on factors such as experience, location, and the employer company. Generally, it is competitive within the financial services sector, reflecting the responsibility of managing key client relationships, driving sales, and contributing to the company's strategic objectives. Performance bonuses and incentives may further augment earnings.
A Banca Channel - Tele Vertical Relationship Manager needs strong interpersonal and communication skills to liaise effectively with clients and financial institutions. They should have a solid understanding of banking and insurance products. Analytical skills are crucial for assessing market trends and financial data. Qualifications typically include a degree in finance or business, along with experience in relationship management or sales.
The role of a Banca Channel - Tele Vertical Relationship Manager is vital as they facilitate collaboration between banks and insurance companies, driving revenue through cross-selling and upselling financial products. They play a key part in enhancing customer loyalty by delivering tailored financial solutions, thus increasing the institution's market reach and competitive advantage. Their expertise aids in navigating complex financial landscapes, ensuring mutual benefits for all parties involved.