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Client Account Manager

3 months ago

Teddington, United Kingdom Kingsgate Recruitment Full time

PRIMARY OBJECTIVE: To generate financing leads from our existing customer base.


Prospecting

Leads are generated by contacting existing customers to discover their financing needs and asset purchasing plans primarily by telephone but using email to support the activity.


Account Management

The longer-term aim is to become a trusted advisor on all things business finance to our customers. This is achieved by supporting them through multiple projects where we provide them with funding, explaining the various financial products available to them, assisting them with issues on live existing agreements with us and keeping them updated on new products or changes in accounting, tax, or other business finance information.


PERSON SPECIFICATION

Desired Education

• 5 x Grade C or higher in GCSEs to include Maths & English Language

• A-Levels or equivalent further education


Desired Skills & Knowledge

• Strong verbal communication for rapport building during telephone work.

• Good written communication for introductory correspondence and ongoing development work.

Desired Experience

• Outbound B to B sales

• Outbound B to C sales

Desired Personality Traits

• Enthusiastic

• Resilient

• Organised