Relationship Manager

2 weeks ago


Manchester, United Kingdom Waterhouse-Kern Associates Full time

Job Description

Role Overview

The primary objective of this role is to manage and maintain the company's existing relationships as well as identifying new opportunities. You must have finance experience preferably in bridging or mortgages.

Main Duties & Responsibilities

The Relationship Manager will be accountable for evolving client relationships from inception through to completion. This role will focus on business development and new business as well as continuing to develop current relationships to leverage additional lending opportunities.

• To identify key relationships within the industry both brokers and direct clients. Understanding the scale of opportunity around key prospects and identification of key decision makers.

• To develop and maintain relationships with existing clients. Conduct regular updates and meetings on a rolling basis. As well as seeking additional opportunities with the contact. Get to know them, and their needs.

• To attend trade and networking events with appropriate colleagues and to develop relationships and give visibility to the company through direct networking with decision makers, stakeholders and prospect influencers.

Key Skills and Qualifications

• Excellent interpersonal skills. • Attention to detail. • High-level numeracy and an understanding of financial processes. • An understanding of credit scores. • Expert knowledge of databases, word processors and spreadsheets.

Measurements

• New prospect added to prospect base. • Sales calls to decision makers. • Enquiry to completion conversion rate. • Internal and external broker visits. • Monthly sales target.

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