Relationship Manager
Bupa Arabia
Total years of experience :6 years, 4 Months
meet current requirements.
• Met regularly with customers to enhance relationships and look for new business opportunities.
• Worked with internal partners to analyze, evaluate, and develop tailored relationship strategies for each client or prospect.
• Used CRM system to track client activity, produce reports, and manage quotations.
• Lead and coordinated client-facing activities such as credit support and treasury management.
• Monitored customers' financial performance and industry trends to determine credit exposure risks and pricing requirements.
• Met with clients to complete application documentation, answer their questions and resolve any concerns or complaints.
• Resolved customer complaints through research and investigation.
• Gained knowledge of products and programs offered to educate clients about various product solutions.
• Presented world-class sales proposals to for prospects.
• Prepared account proposals detailing custom pricing and catered packages to suit account needs.
• Directed the development, implementation, and management of products and services.
• Managed strategic planning for high-value accounts and drove plan execution.
• Acquired in-depth knowledge of assigned markets to drive high level of engagement partnering with distributors and channel partners.
• Delivered sales presentations to key customers
• Identified deficiencies in sales associates' skills and worked to improve individual capabilities through coaching, development, and training.
• Executed business reviews and customer action follow-up to focus on field resource engagement.
• Planned efficient sales routes to maximize the number of customers served and incoming revenue.
• Resolved customer issues quickly to recapture the customer's loyalty and maintain the sale.
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