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Relationship Manager

The Portfolio Group
Posted 3 days ago, valid for 16 days
Location

Hinckley, Leicestershire LE10 3FF, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Relationship Manager position in Hinckley offers a salary of £40,000 with uncapped commission and a company car.
  • Candidates should have a strong background in key account management, particularly with clients holding contracts valued over £15,000.
  • The role requires achieving sales KPIs, managing client expectations, and increasing portfolio value through strategic appointments and referrals.
  • Successful applicants will demonstrate a positive attitude, effective communication skills, and the ability to thrive in a fast-paced environment.
  • Previous experience in a similar role is essential for candidates looking to excel in this position.

Relationship Manager

Location: Hinckley

Package: 40k Uncapped commission - Company Car

Day-to-Day Responsibilities:

  • Key Account Management of clients with Total Contract Value more than 15K
  • Focused and targeted on volume of sales referrals for all CIL products.
  • To overachieve against all relevant sales KPIs.
  • Management of client expectation in respect of renewal dates and purpose of appointments.
  • Increase portfolio value from client decide & all client schemes.

Job Goals and Metrics

  • 100% diary capacity (15 appointments per week)
  • Minimum of 3 appointments booked per day
  • No more than 2 cancelled appointments per week
  • To generate cross company referrals for
  • No complaints from clients regarding the handling of their renewal or appointment
  • All client appointments are made in line with departmental standards
  • Minimum daily talk time of two hours
  • Grow the Taxwise Protect client portfolio that is allocated to you

What you Bring to the Team

  • A 'can-do' positive attitude, a thirst for knowledge and the ability to communicate knowledge effectively within the team
  • Ability to work in a fast-paced environment.
  • Strong organisation time management skills.
  • A dynamic, flexible approach as well as the ability to work under pressure
  • Adaptable to change
  • Great communication skills - written and verbal

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.