Relationship manager vs investment banker

Differences between relationship manager and investment banker duties and responsibilities

Relationship manager example responsibilities.

• Manage both general and bankruptcy FHLMC loans.
• Demonstrate ability to manage a portfolio with a concentration in loan modifications for HAMP and FNMA.
• Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
• Oversee and manages all incoming and outgoing automate clearing house (ACH) transfer of electronic fund.
• Process annuities, insurance policies, office bills, manage correspondence, and maintain require files and accounts.
• Manage the west coast territory to research and analyze which healthcare facilities would benefit from the services offer.
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Investment banker example responsibilities.

• Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
• Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
• Attain NMLS identification number for mortgage origination.
• Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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