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Relationship Manager

The Portfolio Group
Posted 2 days ago, valid for 17 days
Location

Hinckley, Leicestershire LE10 0AS, England

Salary

£35,000 - £40,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The position of Relationship Manager is located in Hinckley with a salary package of £40,000 plus uncapped commission and a company car.
  • Candidates should have at least two years of relevant experience in account management and sales.
  • Key responsibilities include managing clients with a total contract value over £15,000 and achieving sales KPIs through effective client engagement.
  • The role requires a proactive attitude, strong organizational skills, and the ability to thrive in a fast-paced environment.
  • Successful applicants will be expected to maintain a high volume of client appointments and generate referrals while ensuring client satisfaction.

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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