Relationship Management Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

Certified and experienced professional seeking a respectable position of Relationship Manager with ‘XYZ Organization’ to utilize my knowledge, qualities, and experience for providing services to the clients, and contribute towards the betterment of the organization.

Summary of Skills:

  • Extensive knowledge about common products, and various financial instruments

  • Adept at understanding client requirements and suggesting appropriate product as per their financial needs

  • Skilled in developing and implementing relationship strategy

  • Excelelnt team leadership, cleint leadership, and commercial management skills

  • In-depth information about current market trends, and prepare an accurate result on the basis of analysis and research

  • Exceptional ability to provide support and 45% customer retention rate for long-term financial plans

  • Expertise in offering financial packages to customers citing future growth after detailed study of the instruments

  • Proficient in operating Microsoft Office Suite, Microsoft Access, and banking software

  • Good understanding of the market and ability to suggest apt solutions to generate revenue or maximum profits in corporate projects

  • Strong communication and interpersonal skills

Work Experience:

Relationship Manager

Bank of America, Chicago, IL

May 2016 – Present

  • Managing up to 600 portfolios in a week for individual, group, and corporate clients by ensuring records were up to date

  • Providing mentoring and training lessons to 5 assistants on product selling, customer retention methods, and documenting procedures

  • Coordinating schedules with business clients to give financial advice over mortgage of assets, and guiding for risk management strategies

  • Partnering with stakeholders and legal department to discuss agreements according, and developing plans to attain commercial benefits by mitigating risks

  • Addressing client’s queries pertaining to profit, conversion rate, monthly installments and total ROI for investing in long term plans

  • Improving the turn-around time for loans more than $50M for corporate groups by initiating cold calling as a reminder for monthly installments

Assistant Relationship Manager

Bank of America, Chicago, IL

December 2014 – April 2016

  • Monitored and evaluated client profitability for various financial instruments, and assets related to the bank

  • Initiated cross-selling of loans and trading of services in insurance products that increased deposit base by 23%

  • Served as the point of contact to perform financial transactions related to forex, and advised clients according to market scenarios

  • Managed diverse portfolios from $10M to $500M, and provided sound advice to clients based on their needs

  • Took responsibility to conduct workshops to attract potential investors, and increased bank’s client base by 43% in the forst 6 months

  • Provided information about different available financial instruments to first time investors, and explained them about insurance policies, equity funds

Financial Adviser

Univest Corporation, Chicago, IL

March 2013 – November 2014

  • Prepared various financial plans with a combination of short and long-term requirements for prospective clients

  • Conducted meetings with potential investors, and suggested the best financial instruments after understanding their needs

  • Responsibly recommended financial instruments, and products to corporate clients based on their profile, goals and risk management factor

  • Coordinated with team to maintain proper documents, and portfolio for individual as well as corporate clients

  • Provided periodic updates to clients regarding the performance of investment portfolios to help them understand the ROI rate

  • Studied the market for 3 hours daily to analyze its performance and predicted trends for a week

Financial Analyst

Univest Corporation, Chicago, IL

July 2010 – February 2013

  • Analyzed past results to do variance analysis for identifying current trends, and made recommendations for improvements

  • Performed various duties like financial forecasting, reporting, and operational metrics tracking to prepare concise reports

  • Analyzed quarterly financial data to prepare models, and submitted it to managers for their approval or feedback

  • Communicated with prospective clients to understand their needs, and informed them about the services offered

  • Verified original documents submitted by clients, and recommended financial adviser as per their requirements

  • Evaluated performance by preparing reports on plan, actual results, and forecasts by going through monthly reports


  • Master’s Degree in Business Administration

    University of Chicago, Chicago, IL


  • Bachelor’s Degree in Finance

    University of Chicago, Chicago, IL



  • Certificate in Financial Adviser, IFS, 2014

    Certificate in Financial Planning, CII, 2011


On request.

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