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Financial Services Relationship Manager
hace 1 semana
At Moody's Investors Service, we are seeking a highly skilled Financial Services Relationship Manager to join our team. In this role, you will provide sales support for the RM team, working closely with experienced Sales Professionals to increase mandates and revenue in assigned territories and regions.
Key Responsibilities:
- Support the development of individual account strategic plans, including outreach, issuance coverage, and revenue growth.
- Prepare materials for customer and prospect meetings, as well as follow-up items post-meetings.
- Project-manage Request for Proposals/Tender responses, collecting data and documents from internal stakeholders, drafting proposals, and managing deadlines.
- Provide support for producing Issuer Value Statements data, charts, and other information.
- Monitor market development and trends, manage lead generation, identify targets, and cross-selling opportunities.
Requirements:
- A minimum of an undergraduate degree in finance, accounting, business, or economics.
- Several years of experience in the financial services industry in a business development, sales, or client relationship role.
- Excellent communication, writing, and time management skills.
- Strong product proficiency and understanding of Moody's service suite.
