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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Customer Relationship Manager (Financial Planning) |
| Position Code: | 361 | | Career Level: | 4 |
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Responsible for
Managing a diverse client base to maximise revenue and protecting the existing arrangement against competition which may result in contract terminations. |
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Reports To
Regional Financial Planning Manager. |
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Supervises
No formal supervisory responsibilities. May assist with the mentoring of other team members. |
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Main Activities
Managing relationships with diverse range of clients.
Realising business opportunities through assessing customer requirements, consulting with them on company offerings, and managing their needs and expectations.
Keeping customers informed of company offerings (e.g. .new features in services, products, price movements).
Arranging and conducting investment reviews for clients.
Contributing information to the company planning process (e.g. forecasting, resource management).
Providing guidance and leadership to sales representatives.
Managing the internal company environment to ensure the expectations set with the customer can be delivered.
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Key Skills
Must have good knowledge of own division and general company offerings.
Management skills to supervise and manage several employees.
Very strong sales, negotiation and customer management skills.
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Internal Contacts
Financial Planners, Para planners. |
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External Contacts
Clients. |
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Typical Experience
At least 5 - 8 years experience in Financial Planning advisory roles and managing client relationships, coupled with tertiary qualifications in Business, Finance or related discipline. Should have completed DFP qualification. |
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