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Relationship Manager

1 month ago

Hinckley, United Kingdom The Portfolio Group Full time
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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