Customer Relationship Manager

Allianz
Sofia
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Communication","Organizational abilities","Composure","Confidentiality","Teamwork"]

Offer and sell banking products to individual clients, providing consultations and identifying needs to recommend suitable services. Manage comprehensive retail banking service delivery, attract new clients, and drive cross-selling and client retention through targeted actions. Handle cash operations by substituting the Cashier when needed, stay aware of retail banking competitors, and ensure timely reminders and debt collection.

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FursaFursa
Allianz
Allianz
2 days ago

Customer Relationship Manager

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Offer and sell banking products to individual clients, providing consultations and identifying needs to recommend suitable services. Manage comprehensive retail banking service delivery, attract new clients, and drive cross-selling and client retention through targeted actions. Handle cash operations by substituting the Cashier when needed, stay aware of retail banking competitors, and ensure timely reminders and debt collection.
Location: Sofia
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Offer, sell, and provide consultations on the full range of banking products to individual clients.
  • •Provide comprehensive banking services and identify clients’ needs to recommend suitable products and services.
  • •Identify cross-selling opportunities, attract new clients, and take targeted actions to retain clients.
  • •Substitute the Cashier during leave or sick days and handle cash operations when required.
  • •Ensure timely reminders and collection of debts from clients, while staying familiar with key competitors in retail banking.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsurancePensionGym Membership

Key Requirements

  • •Higher education; a degree in Economics is an advantage.
  • •Minimum two years of experience in the banking sector is a significant advantage.
  • •Willingness to handle cash operations and substitute the Cashier when needed.
  • •Strong communication, organizational skills, and ability to adhere to confidentiality.
  • •Ability to work in a team; computer literacy and proficiency in English are advantages.
Experience:2+ yearsBanking
Education:
Skills:CommunicationOrganizational abilitiesComposureConfidentialityTeamwork
Languages:English
Tech Stack:ChatGPTCopilot

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn