Relationship Manager H/F Amundi
Paris - 75 CDI- Bac +2
- Bac +3, Bac +4
- Bac +5
- Banque • Assurance • Finance
Les missions du poste
Each account has a Relationship Manager (RM), working hands in hands with a Client Lead from Client Services team.
Missions
As Relationship Manager you are the main contact for our Alto Invest clients.
You maintain the strategic relationship with the client's C-level. You act as the customer's trusted advisor, facilitating strategic dialogue with Amundi Technology.
You ensure customer satisfaction and the achievement of their objectives on the platform. You are responsible for the up-selling of customer portfolios between Amundi Technology's various offerings (ALTO Invest, ALTO Asset Servicing, ALTO Wealth Management, ESR).
Your main missions are :
Client Trusted Advisor
Establish and maintain a relationship of trust with customer C-levels
Complete understanding of the client's strategic objectives, and mapping them to the Amundi product & services
Build the success plan orchestrating work from the other Amundi Technology teams (R&D, Client Service, Onboarding) and Amundi AM business lines (MO, Data, Dealing Desk)
Commercial expansion (upselling)
Build sales strategy for each account. You are owning the commercial development of portfolios, and the achievement of commercial objectives, in line with the development plan.
Analyze customer requests, proposing appropriate solutions with the help of Products and business lines, with a view to continuous improvement.
Negotiate and coordinate all aspects of the contractual relationship with the customer, from taking over the file after Sales has onboarded the customer, to launching new products.
Client Satisfaction
Committed ahead of contract signature, leading the SLA discussion to ensure client satisfaction after GO live
Work in close collaboration with ALTO Client Service, for whom you will BE the first level of escalation for the follow-up of customer requests and tickets.
Monitoring Client Satisfaction
Identifying ways to continuously improve Client Satisfaction
Know the profile of your client and regularly update customer information, giving you an overview of their strengths and areas for development, as well as their level of satisfaction, by keeping a customer weather report at regular intervals.
Governance & communication
Coordinate the monitoring of the quality of Amundi Technology's services by preparing and chairing customer committees (Quality Committees, ad hoc monitoring committees), ensuring the timely production and reporting of KPIs with the teams concerned, and the financial implications.
Ensure completion of due diligence questionnaires with the help of the business lines and the Customer Support team.
Client finance monitoring
Follow up invoicing according to the frequency and agreements specific to each customer, take part in the invoicing follow-up committee and act as a relay for the Accounting team.
Feed customer data and visit reports into the CRM tool.
Update the customer's KYC (Know Your Customer) file, collect all documents from the customers
Bienvenue chez Amundi
Premier gérant d'actifs européen parmi les 10 premiers acteurs mondiaux [1], Amundi propose à ses 100 millions de clients - particuliers, institutionnels et entreprises - une gamme complète de solutions d'épargne et d'investissement en gestion active et passive, en actifs traditionnels ou réels.
Ses six plateformes de gestion internationales [2], sa capacité de recherche financière et extra-financière, ainsi que son engagement de longue date dans l'investissement responsable en font un acteur de référence dans le paysage de la gestion d'actifs.
Les clients d'Amundi bénéficient de l'expertise et des conseils de 5 300 professionnels dans 35 pays. Filiale du groupe Crédit Agricole, Amundi est cotée en Bourse et gère aujourd'hui plus de 2 000 milliards d'Euros d'encours [3].
Amundi, un partenaire de confiance qui agit chaque jour dans l'intérêt de ses clients et de la société.
[1] Source : IPE « Top 500 Asset Managers » publié en juin 2022 sur la base des encours sous gestion au 31/12/2021
[2] Boston, Dublin, Londres, Milan, Paris et Tokyo
[3] Données Amundi y compris Lyxor au 31/03/2022.
En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion et plaçons l'humain au coeur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.
- Paris - 75
- CDI
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