Summary
Overview
Work History
Education
Skills
Certification
Profiles - Linkedin
Timeline
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SUNITA A CENCI

Key Biscayne,USA

Summary

Client-oriented, strategic-thinking Senior Business Relationship Manager Professional with over 30 years of experience in client acquisition and engagement, retaining top clients and driving revenue while growing profit channels. A multi-tasking and self-motivated leader with expertise product introduction and satisfying customer needs to deliver solutions.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Director of Client Relations

NewEdge Wealth
10.2021 - 04.2025
  • Act as the main Relationship Manager and ensure that the client's needs are fully satisfied
  • Lead the client service team in Miami and main point of contact on the client service front firmwide with over 2.8 billion AUM for our team
  • Exceptional relationship skills and experience of providing holistic wealth management services
  • Managed customer conflicts and concerns
  • Acting as the key interface between client and other firmwide departments

Director of Client Relations

Boston Private Bank/Silicon Valley Bank
11.2019 - 10.2021
  • Built and maintained strong relationships with senior client decision makers
  • Maintained the highest level of client service and delivery and acted as main client service contact firmwide
  • Acquired, developed and serviced client relationships based on their investment needs

Senior Financial Sales Representative

Seaport Global-Broker Dealer
09.2007 - 11.2019
  • Company Overview: established in 2001
  • Assisted clients daily with pricing needs and portfolio needs
  • Attracted and fostered leads through referrals and customer loyalty strategies
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions
  • Monitored customer accounts to track outstanding issues and implement new solutions
  • Improved customer satisfaction and retention by proactively reviewing new customer accounts and reaching out to offer assistance
  • Established in 2001

Senior Financial Sales Representative

United Capital Markets-Broker Dealer
09.2005 - 08.2007
  • Improved customer satisfaction and retention by proactively reviewing new customer accounts and reaching out to offer assistance
  • Consulted with customers regarding financial needs to address and resolve concerns
  • Educated customers about products, pricing and policies to address and resolve issues

Associate Director of Sales

UBS
01.2001 - 03.2005
  • Oversaw and guided teams to handle customer call escalations, training and mentoring new employees on customer service and order processing
  • Managed processing, scheduling and execution of customer purchase orders

Assistant Vice President-Sales Representative

PaineWebber Incorporated
01.1996 - 01.2001
  • Reached out to customers after completed sales to assess product satisfaction and pursue upsell opportunities
  • Interfaced with incoming customers to learn their needs and desires and portfolio expectations and provided information about available products and services
  • Merged with UBS, Promoted to Salesperson

Executive Assistant

Kidder Peabody & Co
06.1994 - 01.1996
  • Coordinated meeting and event logistics for senior management, including executives and board of directors
  • Served as Executive Assistant to Head of Sales, Head of Research and President providing high-level support on broad range of business initiatives
  • Merged with PaineWebber, Promoted to Assistant Vice President

Education

Carnegie Mellon University
Pittsburgh, PA

New York University
New York, NY

Skills

  • Client Relations
  • Excellent written and oral communication skills
  • Team leadership and training
  • Organizational development
  • Marketing
  • Office management
  • Presentations
  • Pricing
  • Strategic Business Development

Certification

  • Series 7
  • Series 63

Profiles - Linkedin

https://www.linkedin.com/in/sunita-cherian-45b436128/

Timeline

Director of Client Relations

NewEdge Wealth
10.2021 - 04.2025

Director of Client Relations

Boston Private Bank/Silicon Valley Bank
11.2019 - 10.2021

Senior Financial Sales Representative

Seaport Global-Broker Dealer
09.2007 - 11.2019

Senior Financial Sales Representative

United Capital Markets-Broker Dealer
09.2005 - 08.2007

Associate Director of Sales

UBS
01.2001 - 03.2005

Assistant Vice President-Sales Representative

PaineWebber Incorporated
01.1996 - 01.2001

Executive Assistant

Kidder Peabody & Co
06.1994 - 01.1996

New York University

Carnegie Mellon University

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