Relationship Manager

JOB TITLE:

Relationship Manager

DEPARTMENT / LOCATION:

Operations Department, Birmingham

REPORTS TO:

Regional Director

JOB PURPOSE:

  • To protect the integrity of SBF investment.
  • To optimise the income stream of SBF.
  • To ensure clients receive a satisfactory level of service.

PRIMARY DUTIES:

  • To be the primary communication link between SBF and a portfolio of clients.
  • To maximise client life by ensuring that client’s receive a professional service characterised by accuracy and prompt resolution of queries or problems.
  • To carry out client visits, surveys, audits and Take-on’s of new business opportunities in support of the business objectives.
  • To monitor the performance of the sales ledger and control the risk to SBF taking appropriate action to mitigate perceived risks.
  • To optimise income generated from fee’s and opportunities for selling added value.
  • To obtain where possible, new business leads to SBF from every possible source.

EXPERIENCE / QUALIFICATIONS / KNOWLEDGE REQUIRED:

  • Educated to A level / ideally degree calibre.
  • Financial services experience desirable.
  • Ability to work accurately and efficiently under pressure.
  • Selling or relationship management experience desirable

COMPETENCIES:

  • Communication
  • Initiative
  • Customer focussed
  • Stress tolerance
  • Risk management
  • Perseverance
  • Listening
  • Planning and Control
  • Decision Making
  • Judgement

To apply for the job, or if you have any further questions regarding the role, please contact Susan Coates on 0800 0854150 (or 0330 1232437 for mobile)