Senior Relationship Manager
3 days ago
Job Description:
Key Responsibilities:- To identify and execute new sales opportunities and upsell initiatives in collaboration with regional sales leadership.
- To conduct regular account servicing activities with key performance indicators (KPIs) in place.
- To support regional leadership in developing strategic relationships with banks, Futures Commission Merchants (FCMs), corporations, and proprietary trading firms.
- To deliver engaging and effective platform presentations to potential clients (training provided).
- To convert customer referrals into sales opportunities.
- To maintain strong client relationships, proactively identifying opportunities to expand market presence.
- To work with regional sales leadership to develop and execute marketing initiatives that increase brand exposure in the derivatives market.
Account Management:
- To develop a deep understanding of clients' business structures and operational needs.
- To build strong relationships with decision-makers, operations teams, and key power users.
- To provide timely updates on product offerings and services to clients.
- To ensure a consistent on-site presence at key accounts.
- To maintain accurate and up-to-date customer account information.
- To align with customers on growth strategies, both financially and operationally.
- To provide software, market data, and order execution support as needed.
- To assist with billing inquiries and contract clarifications.
- To offer on-site support for key accounts when required.
- To upsell new functionalities and services on CQG platforms to drive user engagement.
- To maintain regular communication with clients to understand their business trends and market conditions that may impact their operations and CQG's services.
- To proactively address potential cancellations and take preventive measures to retain customers.
- Customer onboarding and account setup.
- Basic and advanced software tutorials.
- Customer issue/problem resolution.
- Account modifications and enablements.
- Client communications and relationship management.
- Management of customer moves and transitions.
- New and add-on systems sales.
- Value-added service sales.
- Handling service disconnects and upgrades.
- Providing billing and contract explanations.
Qualifications & Experience:
- Proven experience in sales and relationship management within the financial technology sector, particularly across Greater China/APAC.
- Solid knowledge in futures and commodities trading, with prior experience at FCMs, futures exchanges, trading software vendors, or futures/physical trading firms.
- Proficiency in both English and Chinese is essential, as the role involves collaboration with internal teams, international partners, and regional clients.
- Strong understanding of the financial markets industry, including experience selling to and supporting clients in this sector.
- Excellent customer service and client-facing skills with a proactive and team-oriented mindset.
- Self-motivated, able to work independently, and adaptable to a fast-changing environment.
- Strong negotiation skills and ability to manage a diverse range of customer profiles.
- Willingness to travel as needed to support business development and account management initiatives.
- Exceptional organizational, communication, and problem-solving skills.
- Established professional networks in the commodity and futures trading industry across APAC are a plus.
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