Customer Success Manager
CurrentMizrahi-Tefahot is a leading Israeli asset manager with high-ranking investment expertise in multiple areas of the capital market. Job functions include: • Serve as a manager and as a point of reference for customers in Mizrahi-Tefahot’s international private banking center. • Manage the bank accounts of around 600 customers – demonstrate high levels of professionalism suitable for the finance industry, create a personal connection with customers, and provide solutions personally suited to customer needs while balancing the needs of the bank. • Manage personal and commercial portfolios with high profit margins while deepening bank activity and growing revenue. • Recruit new customers for the bank. • Manage complex negotiations and resolve conflict. • Work with legal bodies both inside and outside of the bank. • Creatively solve problems and demonstrate an ability to manage negotiations and to work with multiple internal and external bodies. • Market and promote bank products – demonstrate sales skills and abilities to market and persuade while matching products to customers. • Meet business and recruitment targets while maintaining high levels of customer retention.
