Relationship Manager H/FCrédit Agricole

Premier gérant d'actifs européen parmi les 10 premiers acteurs mondiaux (1), Amundi propose à ses 100 millions de clients - particuliers, institutionnels et entreprises - une gamme complète de solutions d'épargne et d'investissement en gestion active et passive, en actifs traditionnels ou réels. Cette offre est enrichie de services et d'outils technologiques qui permettent de couvrir toute la chaîne de valeur de l'épargne. Filiale du groupe Crédit Agricole, Amundi est cotée en Bourse et gère aujourd'hui près de 2 300 milliards d'euros d'encours (2). Ses six plateformes de gestion internationales (3), sa capacité de recherche financière et extra-financière, ainsi que son engagement de longue date dans l'investissement responsable en font un acteur de référence dans le paysage de la gestion d'actifs. Les clients d'Amundi bénéficient de l'expertise et des conseils de 5 500 professionnels dans 35 pays. Amundi, un partenaire de confiance qui agit chaque jour dans l'intérêt de ses clients et de la société. (1) Source : IPE « Top 500 Asset Managers » publié en juin 2025 sur la base des encours sous gestion au 31/12/2024 (2) Données Amundi au 30/06/2025 (3) Paris, Londres, Dublin, Milan, Tokyo et San Antonio (via notre partenariat stratégique avec Victory Capital)

Your mission
Client Trusted Advisor

• Establish and maintain a relationship of trust with customer C-levels
• Visit clients regularly, spending at least 30% of your time onsite
• Complete understanding of the client's strategic objectives, and mapping them to the Amundi product & services
  Client Success and Satisfaction
• Building and updating the Client Success Plan (CSP) enabling to reach Client Strategic outcomes in collaboration with the CSM in charge of the account. The CSP orchestrates work from the other Amundi Technology teams (Product, R&D, Client Service, PS) and Amundi AM business lines (MO, Data, Dealing Desk)
• Co-animating the Client Success team with the CSM, creating a culture in which people want to do their best and feel an urgent need to improve process and delivery for clients
• Monitoring Client Satisfaction
• First level of Client escalation (after CSM) for the follow-up of customer requests and tickets.
• Claims: driving discussions with Clients (error notes produced by Client Services team)

Commercial expansion (upselling)

• Build sales strategy for each account. You are owning the commercial development, and the achievement of commercial objectives, in line with the development plan.
• Assessing Client political map (sponsors/detractors…)
• Accountable for extended analysis of customer requests, proposing appropriate solutions with the help of Products and business lines, with a view to continuous improvement.
• Keeping your pipeline of opportunities up to date in AMT CRM
• Driving your Change Requests through the different gates with Product, R&D, PS and Business Lines.
• Committed ahead of contract signature:
  o contributes to presales process (TOM definition, RFI/RFP answering)
  o leading the IT & Operational SLA discussions to ensure client satisfaction after go live
• Negotiate and coordinate all aspects of the contractual relationship with the customer, taking over the account from Sales after contract signature
  Governance & communication
• Co-leading the Customer Success internal team weekly meetings to update CSP with CSM
• Co leading the regular account review with CS/RM sponsor & steering committees with client with the CSM (monthly or quarterly depending on client)
• Leading the Client Service Review semiannual ensuring the timely production and reporting of KPIs with the teams concerned, and the financial implications.
• Organizing the Broker selection committees with Amundi Intermediation
• Organizing the Client Executive yearly meeting, with Client senior management and Amundi C-level
• Reporting Client strategic updates to AMT executive level