Relationship Manager managing small and medium - sized enterprise portfolios for Eurobank in Ioannina. Building relationships and collaborating within the Retail Banking Segment to enhance client services.
About the role
- Manage ~200+ customer accounts to ensure timely and accurate appraisals are delivered and upsell and cross-sell other service opportunities.
- Leverage CRM and sales tools (Salesforce / seamless.ai) to effectively propect, track, target and add additional accounts.
- Attend recurring conferences and local events to expand brand presence and build / maintain customer relationships.
- Utilize market transactional database to develop compelling market material and modeling for customer needs.
- Execute market and industry research to understand and communicate key trends impacting various equipment types tracked.
- Conduct ‘ballpark’ valuation exercises on inbound requests to facilitate appraisal opportunity.
- Confidently price, quote and negotiate project opportunities.
- Understand enterprise business offering and value propositions.
- Establish credibility as trusted advisor and market expert with banks, investors and equipment owners.
- Deliver and review completed appraisal work with customers.
- Maintain and update CRM system to ensure full tracking of opportunities and customer interactions.
- Perform other duties as assigned.
Requirements
- 3 plus years experience in finance / banking / valuation+appraisals.
- 1 plus years as sales leader.
- Experience with heavy equipment and the construction and banking sectors would be an upside.
- Strong analytical, problem solving, modeling and presentation skills.
- Represent Rouse at tradeshows, conference, and local market events.
- Strong communication skills (oral & written) and professionalism to deal with bankers and investors.
- Proactive attitude to build client relationships and strong commitment to delivering exceptional client service.
- Strong presentation, strategic thinking, negotiation and closing skills.
- Ability to establish themselves as market expert and build credibility.
- Intermediate skills in working with Salesforce, Excel, SQL, and Power BI.
- U.S. Based role
- Office and/or remote work environment.
- Travel 20-35%
Benefits
- U.S. Based role
- Office and/or remote work environment
- Travel 20-35%
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