relationship manager business owner specialist resume example with 13+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Resourceful Sales and Account Executive with progressive career in Finance and Retail industries. Proven track record of increasing sales and revenue through excellent relationship-building skills, consistent follow-through with customers and exceptional negotiation abilities. Excellent consultative selling talents.

  • Relationship building and management
  • Customer portfolio management
  • Salesforce CRM and Retail Sales.
  • Strategic selling
  • Financial Advising
  • Account management
  • Goals and Performance
  • Forecast Preparation
  • New business generation
  • Business Development
  • Financial services
  • Sales expertise
  • Vendor management
  • Lead Generation
  • Customer Presentations
  • Research and Analysis
Holmes Institute Sydney, Australia , Expected in 2009 Bachelor of Professional Accounting : Accounting And Finance - GPA :
Maharaja Sayajirao University Vadodara, India, Expected in 2005 Bachelor of Commerce : Accounting And Finance - GPA :
  • SIE (Securities Industrial Essentials under Financial Industry Regulatory Authority)
  • Notary Public
  • Bank of America -Signature Series Certified
  • Certified Small Business Owners Specialist
Work History
Frost - Relationship manager Business Owner Specialist
Austin, TX, 12/2017 - Current
  • Used effective sales strategies to convince clients to accept proposals, resulting in increase of more than $1m in new business per year.
  • Developed strong relationships with business partners with specialization on client acquisition and relationship management.
  • Meet the unique priorities of my small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals.
  • Created strategies to develop and expand existing customer sales, which resulted in 28% increase in annual sales.
  • Awarded as a Top Performer of NW Division for Q2, Q3, Q4 2019 and Q1 2020 with 200%+ revenue sales goal.
Us Oncology, Inc. - Personal Banker II
Milford, MA, 10/2016 - 11/2017
  • Analyzed information and prepared plans best suited to individual clients' requirements.
  • Continually boosted branch production and revenue by 15% by consistently meeting all monthly and quarterly sales goals.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Increased customer satisfaction by improving their financial well being.
  • Consistently ranked in top 3 for sales in district of over 25 bankers.
Price Chopper - Branch Sales & Service Associate
Oswego, NY, 09/2015 - 10/2016
  • Identify the financial needs of our customers and recommend PNC products and services to meet those needs.
  • Cross-sell products and services to new and existing customers, it includes saving investment and retirement solutions.
  • Effectively used Salesforce Sales and CRM to access customer details and databases.
  • Increased daily sales by 10% by upselling depository and lending banking products and financial services to customers.
Meijer Inc - Head Cashier/ Service Coordinator/System Monitor
City, STATE, 07/2014 - 01/2016
  • Reconcile cash with receipts at the end of each shift and make sure that any discrepancies are managed immediately.
  • Maintained stock within optimal levels to meet expected customer and sales levels.
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Trained, mentored and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
Hilton Hotel - Front Office Supervisor
City, , UK 07/2012 - 01/2014
  • Oversee and supervise all duties performed by all Front Office employees.
  • Assist with any scheduled shift problems on the night audit shifts.
  • Accountable for the proper training and daily monitoring of all service levels provided by employees to guest and other fellow employees.
The Hotel Sebel Pier One - Account Receivables/Payables Accountant
City, , Australia 08/2010 - 05/2012
  • Work closely with Auditors during bank and yearly audit.
  • Rectified escalated accounts payable issues from employees and vendors.
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Used Opera Software to accurately manage over 10 accounts worth $450000.
  • Developed client rapport by efficiently addressing incoming correspondence and resolving 25+ A/P inquires per day.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
SUPA IGA Supermarket - Duty Manager/Store manager
City, , Australia 07/2008 - 07/2010
  • Responsible for overseeing all aspects of $35mm/year retail store’s operations, including merchandising and promotional activities, customer service, inventory management, cash handling, reconciliation and deposits and store safety and security.
  • Supervised and managed over 50 employees in sales oriented retail environment, with responsibility for scheduling and training personnel.
  • Trained, recruited and hired store employees; administered payroll and addressed HR inquiries.
  • Reviewed and analyzed monthly P&L reports, created and managed budgets, and reviewed.
IGA Supermarket - Grocery Manager
City, , Australia 07/2006 - 06/2008
  • Performed key tasks to promote inviting grocery store appearance, including properly and effectively stocking shelves and endcaps.
  • ● Boosted grocery sales with top-notch merchandising abilities and expertise in implementing effective promotions.
  • ● Managed team of 14 staff in 8 department generating more than $150K in Monthly revenue.
  • ● Discovered areas of improvement by generating operational and sales reports.

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Resume Overview

School Attended

  • Holmes Institute
  • Maharaja Sayajirao University

Job Titles Held:

  • Relationship manager Business Owner Specialist
  • Personal Banker II
  • Branch Sales & Service Associate
  • Head Cashier/ Service Coordinator/System Monitor
  • Front Office Supervisor
  • Account Receivables/Payables Accountant
  • Duty Manager/Store manager
  • Grocery Manager


  • Bachelor of Professional Accounting
  • Bachelor of Commerce

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