Client Relationship Manager

  11 Jul, 2017

Diamond Equity Research is a fast growing equity research firm focused on providing high quality fundamental equity research on small-capitalization companies. 


The Client Relationship Manager is responsible for revenue generation through new business development activities including:  daily planning, networking, sourcing, cold calling, client visits and related follow-up activities to customers of our subscription company sponsored research service within the small capitalization investment sector.  The Client Relationship Manager regularly calls on prospective and current clients to build relationships, obtain new engagements for Diamond Equity Research and to ensure customer satisfaction.  The Client Relationship Manager builds relationships with clients through the delivery of exceptional service characterized by mutual respect, understanding, and trust.



  • Engage in new and existing client development activities.  Activities include but are not limited to: sourcing, cold calling, qualifying initial clients, identifying potential end users/decision makers, establishing contact relationships.
  • Develop value-driven presentations for use during the client pitch.
  • Conduct market research and qualify/classify target accounts within local geography. Keep current of market dynamics and trends within specific market and region and forecast client demands.
  • Update CRM system with appropriate contacts and relationships



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