Account & Relationship Management (Sales)Full timeAbout the Company:Our client is a financial service company who are Kiwi-owned and operated. They are industry leaders with a genuine purpose-led strategy. They are innovative, with a supportive team and fantastic culture.About the Role:The Relationship Manager will manage a portfolio of clients, optimising their experiences and in turn growing revenue and market share. Key responsibilities include:Manage a portfolio of accounts, providing advice, solutions, and support, including upselling and cross-selling products.Create account strategies to drive growth and maximise revenue.Manage sales pipelines and optimise client solutions while ensuring loyalty.Work collaboratively with the wider team and provide mentorship to more junior staff.Collaborate with internal teams to ensure clients' needs are met.Stay updated on market trends, financial products, and regulatory requirements to offer informed advice.About You:A strong relationship/account manager who has experience working in the financial services or professional services industry.Experience in building and maintaining strong, long-term relationships with the ability to gain trust and influence.You will be a team player with the ability to work with your team to achieve goals.Strong understanding of financial principles, including forecasting, and profit margin analysis, to manage account profitability.Intermediate Excel skills and be adaptable in working with various software applications.You will be an excellent communicator (both written and oral), with strong numerical/mathematical skills.This role requires some travel around New Zealand, and you will also attend client functions out of hours.Apply Now!To find out more, please get in touch with Siobhan Chaney on 0272062735 for a confidential chat.To apply for this vacancy you MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.At Tribe we have our guiding light to show us the way. We bring our whole selves to work. We encourage inclusion in every single interaction. We genuinely care about people and are curious about their stories. We celebrate all points of view. We will help you find your tribe, the same way we have. We're all on a journey together so come along…
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