Account Manager – Real Estate Market

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About the role

  • Desjardins Account Manager developing real estate-sector client relationships. Promoting financial products while balancing sales growth, portfolio profitability, and prudent risk management.

Responsibilities

  • Prospect, solicit, develop, and maintain business relationships with primarily medium-sized real estate organizations
  • Promote and sell Desjardins products and services to grow the business centre’s business
  • Represent, negotiate, and engage companies in agreements with significant impact on the business centre
  • Balance sales objectives, prudent risk management, portfolio profitability, and member, client, and partner satisfaction
  • Manage personalized relationships with current and potential clients
  • Serve as the key intermediary between the business centre and members and clients
  • Ensure proper usage, updating, and satisfaction with offered products and services
  • Analyze dissatisfaction sources and recommend solutions
  • Identify client needs, develop personalized solutions, prepare integrated service offerings, and negotiate conditions
  • Recommend strategies for increased business volume, sound risk management, portfolio profitability, and stronger relationships
  • Identify business development opportunities using market intelligence
  • Execute promotional activities and participate in targeted public relations and business community activities
  • Address client and member needs, identify opportunities, and refer them appropriately
  • Provide sound and prudent risk management for assigned portfolios

Requirements

  • Bachelor's degree in a related field
  • A minimum of four years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Adherence to applicable policies, practices, standards, and laws governing the distribution of financial products and services

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridGranbyCanada

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