Relationship Manager

Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team Collaborate closely with internal teams (e.g., client relationship teams, product development, service delivery, technical support, operations, financial control) to ensure client needs are met and issues are resolved efficiently Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market. Requirements Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field MBA is a plus Minimum of 7-10 years of experience in client relationship management, account management, or sales within the financial services or professional services technology sector Proven track record of successfully providing client support Strong understanding of the mutual fund industry Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical and business concepts to diverse audiences Demonstrated ability to build rapport, influence stakeholders, and negotiate effectively Self-motivated, proactive, and results-oriented with a strong client-centric approach Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite. Core Competencies Demonstrates expertise in client relationship management and account strategy, with a strong focus on client retention and satisfaction in the financial services sector. Proficient in leveraging CRM tools and delivering impactful presentations to drive revenue growth and process improvements. Highest-signal resume keywords Client Relationship Management Account Management CRM Software Proficiency Mutual Fund Industry Knowledge Presentation Skills ATS Optimization Keywords Hard Skills Client Relationship Management Account Management Strategic Account Planning Process Improvement Automation Opportunities Financial Services Knowledge Sales Experience Business Analysis Negotiation Skills Client Support Soft Skills Communication Skills Interpersonal Skills Self-Motivated Proactive Approach Results-Oriented Certifications & Qualifications Bachelor's Degree MBA Industry Keywords PA-BAS Sector Financial Services Professional Services Technology Mutual Fund Industry Client Satisfaction Revenue Growth Industry Trends Tools & Technologies CRM Software Salesforce Microsoft Office Suite #J-18808-Ljbffr