VIE Junior Relationship Manager H/F
CA Indosuez Wealth
Chemin de Bérée 38 1010 Lausanne
vor 14 Std.

Type de métier

Types de métiers Crédit Agricole S.A. - Gestion des opérations

Durée (en mois)

Poste avec management

Missions

The Sales & Client Management department is charge of building, maintaining and fructifying Azqore’s business. It is constituted by a team that is the main interface with both current clients and potential prospects.

It is thus at the front line to make Azqore reach its ambitious growth target, by putting the clients at the center of its activity, being attentive to their needs, bringing them value, increasing their satisfaction and building an intimacy.

As part of Sales & Client Management department, the Relationship Manager is in charge of :

  • Managing a small to mid-sized account (
  • Missions

  • Build client loyalty
  • Develop client relationship
  • Activities

    Business development :

  • Increase revenue and profitability
  • Ensure communication around Azqore and its news
  • Promote Azqore products and services
  • Conduct demonstrations of S2i new features (if necessary, with a Product Manager)
  • Collect client needs
  • Organize commercial proposals
  • Contractualise the subscription to new products and services
  • Client relationship follow-up :

  • Measure client satisfaction
  • Follow-up requests and deliveries
  • Organize coordination and DG meetings
  • Conduct coordination and DG meetings
  • Write coordination and DG meetings minutes
  • Provide premium support (CEO / COO)
  • Keep abreast of client news (growth ...)
  • Internal follow-up :

  • Ensure updating of Lotus Notes CRM (knowledge base, KYC)
  • Follow-up on contracts
  • Monitor bills payment
  • Contribute to S2i clubs preparation
  • Contribute to the execution pool’s skills development
  • The Relationship Manager should develop around the following capabilities, which will be used as basis for periodic assessments.

    Localisation du poste

    Zone géographique

    Europe, Suisse, Vaud, Lausanne

    Ville

    Chemin de Bérée 38 1010 Lausanne

    Critères candidat

    Niveau d'études minimum

    Master

    Formation / Spécialisation

    Bachelor or master in Finance, Economy, Management

    Niveau d'expérience minimum

    Expérience

    Developing Business Acumen on Client :

  • Understands client's organization
  • Keeps abreast of client news
  • Aware of potential competitors on the account
  • Capable of collecting client's needs
  • Aligns Azqore's solutions to these needs
  • Involves Azqore entities to propose solutions to the client
  • Understands the role of Crédit Agricole Group entities and Capgemini in the account organization
  • Involves Azqore top management in the major opportunities sales' closing
  • Offer Positioning :

  • Has a good awareness of Azqore's offering
  • Adequately pairs with the SMEs to present new offers to the client
  • Account Planning

  • Prepares a basic annual account plan
  • Understands and identifies business targets and challenges of the client
  • Formalizes strategy and plan in order to create new opportunities
  • Leverages industry knowledge and trends with client on management level to create demand
  • Political Agility

  • Identify decision makers within client organization
  • Demonstrates a convincing presence when dealing with complex client situations
  • Analyzing Account KPIs

  • Leverages CRM system to understand progress in account
  • Ensures documentation is up-to-date to facilitate analysis and re-use where appropriate
  • Recommends action plan based on account number analysis to account leadership
  • Tracks KPIs for various stages and from different sources
  • Takes corrective actions if KPIs do not meet objectives
  • Compétences recherchées

    Banking sector : operational processes, Private Banking information systems, support / control functions

    Transversale competencies :

  • Interpersonal skills
  • Creativity
  • Excellent writing rigor
  • Outils informatiques

    Good knowledge and practice of Office suite

    Langues

    Fluent French and English are mandatory. German is a plus.

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