Relationship Manager

The Portfolio Group

Posted 12 days ago, valid for 7 days

Hinckley, Leicestershire LE10 0AS, England

£35,000 - £40,000 per annum

Full Time

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Sonic Summary

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

48553TL

INDHIN

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