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Portfolio Manager
2 months ago
We are seeking a highly skilled and experienced Relationship Manager to join our Operations team at eCapital Commercial Finance UK. As a key member of our team, you will be responsible for managing client relationships, identifying business opportunities, and driving portfolio growth.
Key Responsibilities- Manage client relationships to ensure high levels of satisfaction and retention
- Identify and pursue new business opportunities to drive portfolio growth
- Conduct regular portfolio reviews to assess client performance and risk levels
- Develop and implement effective strategies to manage risk and prolong client facilities
- Collaborate with the Client Manager to ensure seamless delivery of services
- Drive team performance to meet company and individual targets
- Review and analyze data to inform risk assessments and business decisions
- Manage client complaints and escalate through appropriate channels
- Negotiate funding and fee agreements with clients
- Develop and maintain a thorough understanding of eCapital Commercial Finance UK's client legal documentation
- Previous experience in the Invoice Finance/discounting industry
- Commercially driven and customer-centric with practical risk awareness
- Ability to undertake numerical analysis and financial interpretation
- Strong communication and interpersonal skills
- Full driving license
- Competitive salary and bonus scheme
- Private healthcare with GP service, optical, dental, and wellbeing support
- Unit Incentive programme (subject to eligibility)
- Equity, Diversity, and Inclusion
- Collaborative and diverse team environment
