Relationship Manager
2 weeks ago
Direct message the job poster from Corporate Executive Search, Inc. (CESI)
Head - Executive Search at Corporate Executive Search, Inc.Duties and Responsibilities:
- Promote the company and its products and services to existing and potential clients through strategic marketing efforts.
- Develop and present marketing proposals to offer company's financial products.
- Expand market reach by building relationships with new counterparties, including insurance companies, trust departments, corporate accounts, religious organizations, and high-net-worth individuals.
- Collaborate with support teams to enhance the efficiency and effectiveness of the Sales & Marketing Group.
- Actively engage with industry associations such as MART, IHAP, TOAP, FMAP, and ACI to expand professional networks.
- Represent the company in industry events, including economic briefings, MART conventions, trader functions, and market product briefings.
- Conduct internal briefings on new market offerings where the institution can participate, such as RTBs, bond swaps, BTR issuances, and corporate securities listings.
- Ensure product manuals related to the fixed income market, money market, and operational processes are regularly updated.
- Stay informed on market developments affecting fixed income trading and brokerage activities.
- Serve as the company's representative in PDEX.
- Initiate marketing outreach to prospective clients, contributing to the company's various product lines and services.
- Develop a comprehensive marketing plan, including strategy formulation, counterparty identification, and revenue projection for money market products and brokerage activities.
- Track and evaluate the performance of brokerage and money market activities against targets.
- Identify and recommend investment opportunities for new and existing clients, including sourcing low-cost funds for re-lending.
- Monitor market trends that may impact account sourcing and business development.
- Gather client feedback on the company's products and services to enhance offerings.
- Accompany traders on marketing calls to strengthen client relationships.
- Attend product briefings from corporate issuers to stay updated on market opportunities.
- Identify and explore new business opportunities that align with the company's growth strategy.
Qualifications:
- Education: Bachelor's degree in Business Administration, Management, Marketing, or Economics; MBA preferred.
- Experience: At least 5 years of combined experience in Treasury Marketing or Trust Marketing.
- Director
- Full-time
- Sales, Marketing, and Business Development
- Financial Services, Banking, and Investment Banking
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