Institutional Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia StoneX Group Full time

Overview:
Institutional Relationship Manager

Responsibilities:

  • Manage onboarding of new partners, including:
  • Cooperating with IB sales team to negotiate the deal with new partner.
- collecting and verifying onboarding KYC documents

  • Obtaining approval from compliance and collaborating with operation department
  • Drafting agreements and finalizing the partner onboarding.
  • Day to Day support of Partnership Business, including:
  • Engaging with existing partners, handling partner inquiries, providing issue resolution and facilitating the process of the sales team and backline teams.
  • Involving in partners projects and strategic plan to boost the business result.
  • Updating and reconciling partner payments.
  • Existing partners business performance monitoring and internal business analysis
  • Align with Sales team and stakeholders, be familiar with all data and be revenue driven.
  • Fully understand the data from internal report.
  • Fully understand and master on internal system including, Salesforce, Meta Manager, IB reporting, G2, and GChub.

Qualifications:
Skills, Knowledge & Experience Required

  • Passionate about sales and delivering the highest possible service to customers
  • Creative problem solver, professional, honest and a good team player
  • Sales negotiations skills
  • Bachelor's Degree
  • Can learn complex products quickly
  • Proactive, KPIdriven representative, able to manage your own client base but driven to source new relationships on own accord
  • Selfmotivated that likes working to targets
  • Excellent communication skills, strong attention to detail and a "service" mindset to support our customers in the demanding, realtime environment of active trading
  • Commitment to continuous improvement
  • Mandarin and English language proficiency

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