Relationship Manager Resume Samples

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Relationship Managers are responsible for networking with the various stakeholders of a company, such as business partners, clients, customers, vendors and community. Common duties listed on a Relationship Manager resume sample are providing customer service, analyzing data, interacting with stakeholders, handling operational details, resolving conflicts, and looking for new business opportunities. Based on the most successful example resumes, essential skills for the job are analytical thinking, business acumen, communication, computer proficiency, deadline orientation, and teamwork. Most Relationship Manages hold at least a Bachelor's Degree in a relevant field (marketing, finance, management, or business administration).

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1

Vice President/senior Premier Relationship Manager

Managed large and complex customer and prospect relationships to maximize net contribution through an emphasis on obtaining new, high income relationships. Maintained quality service for all customers, expanded existing relationships, monitored relationship profitability and drove revenue growth.

  • Managed $160 million portfolio consisting of 450 high net worth individuals that produced $3.0 million annual revenue.
  • Generated more than $1.0 million of incremental annual income by developing effective strategies of cross-selling Company products and services including wealth management products.
  • Consistently exceeded production goals for new loans, mortgages and home equities by 20% (annual goal $8.0 million.)
  • Analyzed clients' financial situations and solved financial needs by customizing comprehensive investment and personalized retirement plans.
  • Recognized for outstanding professional acumen with national awards of HSBC Sales Excellence Club in 2005-2007, 2009-2010.
Candidate Info
8
years in
workforce
8
years
at this job
BS
Business / Management / Finance
2

Government Account Relationship Manager

Managed and maintained account portfolios for government entities. Built relationships from initial contact and quickly generated demand for the Grainger value proposition. Using Dimensions of Professional Selling (DPS) skills to understand customer needs and develop cost effective solutions to increase customer spend, loyalty and retention. Developed sales plans that effectively marketed Grainger's value proposition, driving sales growth and gross profit. Increased revenue 21% for 2011!

  • Effectively, developed, and managed 120 government accounts in Virginia, Pennsylvania and local Government entities with an annual revenue exceeding $1.8MM.
  • Conceptualized, implemented, and documented a monthly territory strategy to ensure personal accountability and success.
  • Led the implementation of strategic business plans to address the needs of the customer to position Grainger as the preferred service provider.
  • Developed, presented, and utilized innovative marketing plans while collaborating with internal and external partners to meet the operational and procurement needs of each customer.
  • Produced monthly presentations to District Sales Manager and Director to evaluate non-sales tasks and the sales performance of direct reports.
  • Negotiated transaction terms, conditions, and pricing for each customer during business process.
Candidate Info
12
years in
workforce
5
years
at this job
Education
3

VP Business Relationship Manager

Managed and monitored a commercial banking portfolio of $35MM consisting of loans and deposits.

  • Actively prospected new commercial relationships with minimum annual revenues of $3MM to $10MM; industry focus was healthcare, wholesale, and manufacturing.
  • Increased the commercial portfolio in less than 6 months with $5.5MM in deposits.
  • Monitored and evaluated client profitability and return on assets for the bank.
  • Provided financing for medical clinics, PCP's, MRI, and sports rehabilitation.
  • Developed the commercial deposit portfolio from $16MM to $21MM within first six months.
  • Implemented sales tactics and strategies to increase market share for the surrounding commercial banking market and provided 15-20% growth year over year.
  • Coached, trained, and supported 13 branches and mentored Business Bankers in commercial lending and increased results for their respective branches.
Candidate Info
17
years in
workforce
4
years
at this job
AS
Liberal Arts
BA
Italian
MA
Health Services Administration
4

Business Banking Relationship Manager

Acquire and service large business accounts of the branch and be a one point of contact for all their transactional banking requirements such as forex transactions, international remittances etc. Cross-sell loans and trade finance services and insurance products to the clients and increase the deposit base of the branch. Work with the sales team of 6 people and manage their sales strategy for sourcing business accounts

  • Cross-sold loans worth $12.8 M ( highest in western region with team of 53 RMs for FY 09-10)
  • Increased deposit base from $1.9MM to $13.8 MM, 180% achievement of the target
  • Acquired 115 new accounts as against a target of 96
  • Got the highest performance rating of " Exceeds Expectation" for FY09-10
  • Won a trip to Thailand as winner of All India Insurance Contest in the bank
  • Promoted and moved to Relationship Manager- ECG under " Fast Track Development" program
Candidate Info
3
years in
workforce
2
years
at this job
BA
Engineering
MBA
Master of Business Administration
5

Business Banking Relationship Manager

Consistently surpassed depository annual goal by 150%.

  • Championed efforts to grow the book of business by 30% annually.
  • Maintained accountability for the acquisition of businesses with revenue up to $15MM.
  • Managed a diverse portfolio with $20MM in deposit accounts and $15MM in loans/lines of credit.
  • Successfully completed various formal credit & relationship/consultative sales training
Candidate Info
18
years in
workforce
3
years
at this job
BA
Psychology
6

Customer Relationship Manager

Managed over 600 portfolios conducting customer profiling ensuring all records were up to date and KYC information completed.

  • Verified customer application forms and conducted pre/post sale audit calls to ensure that all sales were completed with relevant collectables.
  • Addressed client's customer queries and grievances pertaining to documents, payments, project updates and registrations.
  • Coordinated with all concerned departments and resolved all queries within turnaround time.
  • Identified new business opportunities through existing relationships by upselling and cross selling.
  • Consistent top performer; got promoted twice in a year for the outstanding performance in [company name].
Candidate Info
6
years in
workforce
3
years
at this job
MBA
Hr And Marketing
7

Relationship Manager

Managed a portfolio of more than $700,000 at branch level.

  • Grew branch's credit portfolio from $450,000 to $700,000.
  • Prepared credit and sales reports for senior management
  • Established and maintained long term relationships with customers.
  • Cross sold bank's products including personal loans, overdrafts and fixed deposits.
  • Analyzed customer credit data and other related financial information in a timely manner.
  • Trained and mentored 3 Relationship Managers in sales and customer retention, improving their skills and confidence in those areas, further improving the quality and turn-around time of loans presented.
Candidate Info
7
years in
workforce
11
months
at this job
BA
Social Sciences
8

Business Banking - Relationship Manager

Built relationships with clients to truly understand their business model and analyze product and service growth opportunities that ensures profitability to the bank and my portfolio (Results: Grew current book by 20% | 2013: 10%, year over year 10% increase).

  • Stayed abreast of current business and industry trends relevant to the client's business.
  • Provided financial advice to business clients with a focus on client experience and risk management through building collaborative internal and external relationships.
  • Served as an advisor to the client delivering comprehensive and customized business products and solutions tailored to the financial growth needs of the business client.
  • Partnered with our sales leadership team to develop and execute a comprehensive sales plans to increase revenue.
  • Served as an ambassador of the JPMC brand, accountable for driving awareness to the products and services to drive results & grow revenue within an assigned market.
  • Developed and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with sales-ready clients.
  • Created and nurtured marketing leads for the assigned suite of products.
Candidate Info
6
years in
workforce
2
years
at this job
BBA
Management
MA
Management
9

Finance Manager/client Relationship Manager

Finance Manager/Client Relationship Manager

  • Managed daily operations across the New York metropolitan region
  • Conducted financial analysis in such areas as forecasting, budgeting, cost reduction analysis, and reviewing operational performance
  • Introduced new business practices that reduced corporate costs and improved efficiency
  • Executed lease of warehouse space to third party; secured $1 million investment in property and $6,000 per month in rental fees
  • Managed contract and rental agreement of fabrication plant to third party resulting in 10% gain in fees
Candidate Info
7
years in
workforce
4
years
at this job
BA
International Finance
10

Customer Relationship Manager/accounting Clerk

Responsible for Accounts Payable and Vendor Management

  • Created a relationship based culture through a broad set of activities that included managing a portfolio of up to 1200 seasonal tax preparation clients, 30 small business clients, document validation, loan origination processes, 18 customer service representatives, and 7 banking and software vendors
  • Increased sales from 120k to 1.2 million from 2004-2011
  • Assisted banking partners with making loan decisions which kept our default rate under 2%
  • Served as a liaison to administrative, operations, and executive areas of the company
  • Developed sensitivity tactics to address distressed customers with a professional demeanor
  • Success Metrics included the number of clients served per day, a 10 minute or less wait time in the lobby, answering 80% of calls in 20 seconds or less, and returning messages left by customers within established timeframes
Candidate Info
21
years in
workforce
12
years
at this job
Accounting System
Business Management Certification

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