AVP, Relationship Manager, Insurance, Financial Institutions Group
Core
Manage and grow a portfolio of insurance clients by delivering holistic banking solutions and driving revenue growth.
Role type
Senior IC relationship manager (financial institutions)
Builds
Banking solutions including cash & trade, securities services, financial markets, and financing products
Domain
Banking / Financial Services / Insurance
Deliverable
client delivery
Required skills
relationship management, business development, credit analysis, stakeholder management, strategic account planning, cross-selling, regulatory knowledge
Preferred skills
insurance sector knowledge, financial institution coverage experience, regional client experience
Technologies
banking products (cash management, trade finance, derivatives, capital markets, treasury solutions)
Responsibilities
Manage assigned insurance client portfolio, defend and deepen client relationships, achieve financial growth targets, own client credit relationships, develop strategic account plans, cross-sell banking products, acquire new clients, address client enquiries, coordinate internal stakeholders for solutioning
Seniority
Senior, hands-on IC