Client Relationship Manager

3 weeks ago


Leeds, United Kingdom MERJE Ltd Full time

A market-leading UK-wide Financial Services Consultancy and Support Services provider, specialising in DFM and Wealth Management businesses, is looking to expand its sales footprint and client base.

The role would suit a sales executive, potentially from a regulatory consulting, audit, or legal services sales background or a commercially minded and personable individual from a compliance and regulatory background, looking to move into a sales focusedrole. It could also suit someone from a wealth management or asset management sales background with a solid appreciation of FCA regulatory content and a willingness to focus heavily on a regulatory compliance consulting sales role

**The role will involve**:

- Identify new business and cross selling opportunities
- Working within the small team to pass more complex/enterprise deals to heads of business
- Seek out and engage with the appropriate contacts within an organisation with confidence at all levels including C-suite
- Have a good understanding of the businesses' products or services and be able to advise others about them
- Identify prospect customer needs through fact finding and understand their needs
- Build longstanding relationships with prospect decision makers
- Deliver against set KPI’s aligned to the ambitions of the business as a whole
- Plan and execute sales campaigns
- Create and manage sales pipeline
- Lead generation and management
- CRM management

**Key Requirements**:

- Regulatory consultancy sales; audit sales; legal services sales
- Financial Services
- Discretionary fund management knowledge
- Recurring revenue sales
- Experience within the compliance and regulatory arena



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