Transaction Manager

19 hours ago


Croydon, Greater London, United Kingdom Harwoods Ltd Full time
Job Title: Transaction Manager

Job Summary:

The Transaction Manager is a key role within the Sales Department, responsible for driving maximum profit retention and achieving sales, finance, and accessory sales volumes and profit objectives. This role requires strong leadership and management skills, with the ability to work well under pressure and meet deadlines without compromising quality and customer satisfaction.

Key Responsibilities:
  • Manage customer follow-up systems and procedures to increase customer sales from initial enquiries and existing Harwoods customers via the Lead Management System.
  • Generate sales through proactive second-facing and customer engagement.
  • Maximise income opportunities by offering funding and insurance products to customers while adhering to FCA guidelines.
  • Actively convey the culture of putting customers first by means of TCF at all times and comply with the principles of the FCA for both the customer and the business.
  • Review customer credit applications for complete information and accuracy, follow-up applications with customers and lending institutions.
  • Proactively identify and pursue relationship opportunities via outbound sales and marketing channels to improve future renewal activities and finance retention business.
  • Ensure accurate completion of documentation, prompt collection of outstanding payments, and safe handling of cash and cheque transactions.
  • Assist in ensuring that part-exchange vehicles are correctly appraised and managed to generate maximum return.
  • Aim to achieve 100% customer referral with sales executive interaction.
  • Communicate promptly with the customer, sales manager, sales team, and work colleagues.
  • Analyse current procedures and identify opportunities for improvement.
  • Formulate training plans for sales executives to increase car sales, finance, insurance, and warranty sales.
  • Consult with customers to establish their needs, resolve any complaints professionally and calmly where necessary.
  • Represent the dealership and build strong relationships with lenders and financial institutions.
  • Assist the management team in planning, forecasting trends, and revising plans for the dealership on an ongoing basis.
  • Ensure the safety and security of people, vehicles, and property, reporting any known faults or hazards.
Requirements:

The ideal candidate will have experience as a Sales Executive or existing Transaction Manager/Business Manager within the Main dealer network. They will be able to demonstrate strong leadership and management skills, with the ability to work well under pressure and meet deadlines without compromising quality and customer satisfaction.

Harwoods Group is a values-led, family-owned automotive retail group that was founded in 1931. Our values are lived and breathed by all of our colleagues to enable industry-leading customer experience and colleague engagement.


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