Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 4 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
· Helped commercializing new era farmers by enhancing production methods through agronomic advises and mentorship that suits a specific customer according to their needs.
· Worked with internal partners to analyze, evaluate, and develop tailored relationship strategies for each client or prospect.
· Reviewed customer needs to engage with customers and meet current requirements.
· Met regularly with customers to enhance relationships and look for new business opportunities.
· Evaluated product penetration for assigned client base and identified potential customers for tailored product solutions
· Monitored customer financial performance to determine credit exposure risk and pricing requirement.
· Prepared a credit application and business plan for approval for the customer.
· Assessed risk of different business decisions to help achieve results and uphold firm’s reputation without significant negative impacts.
· Used a system to trac client activities, prepared a report and mange pipeline.
· Improved internal handling of cash and credit management by optimizing controls and guidelines.
· Directed the negotiation of contracts with service providers such as insurance brokers and grain marketers.
· Reviewed collection reports regularly to determine status of collections and amounts of outstanding balances and formulate effective strategies to bring numbers back in line wit targets.
Analytical, quantitative, detailed, Problem Solving, Implementation, Planning and creative
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