Team Lead, Relationship Management at Smash Group

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and leading the team to create strategic recommendations based on this understanding.

RESPONSIBILITIES

• Plan and perform group and individual training sessions with investment employees.
• Foster team communication to ensure investment-related accountabilities completion daily.
• Handle external and internal seminars.
• Plan and perform group and individual training sessions with investment employees.
• Project and meet the company set targets both financial and performance
• Develop and handle client meetings to review current accounts and close sales with licensed bankers.
• Work on clients’ investment needs and problems and delegate tasks daily.
• Maintain relationships and develop referrals from the current client base post-appointment.
• Manage self and team sales planning to foster sales and attain financial results.
• Manage financial products knowledge through coursework, periodicals, and self-study.
• Draft internal reports for tracking sales.
• Introduce and prioritize client needs on all our investment platforms.
• Make sales calls to qualified individuals.
• File and maintain client documents.
• Gather, organize and prepare marketing material and manage periodic mailings.
• Prospect and contact qualified individuals, understand their financial needs, gauge their level of investment interest, schedule appointments, or send marketing material.
• Process sales orders – speak to investors to gather personal, financial information and prepare all necessary investment documents.
• Manage clients and provide timely responses to their questions and requests.
• Comply with Company policies, procedures, and compliance rules and regulations.

REQUIREMENTS

• 3-6 years of client relationship experience
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills
• Must be flexible, detailed oriented, highly organized, and professional with the ability to multi-task and work under pressure.
• Ability to travel out of State for property site visits or client appointments