Transaction Manager

1 month 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 objectives. This position requires a strong understanding of sales processes, customer engagement, and financial management.

Key Responsibilities:
  • Manage customer follow-up systems and procedures to increase sales from initial enquiries and existing customers.
  • Generate sales through proactive customer engagement and second-facing.
  • Maximize income opportunities by offering funding and insurance products while adhering to FCA guidelines.
  • Actively convey the culture of putting customers first and comply with FCA principles.
  • Review customer credit applications for accuracy and follow up with customers and lending institutions.
  • Proactively identify and pursue relationship opportunities 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 customers, sales managers, sales teams, and work colleagues.
  • Analyze 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 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 a strong understanding of sales processes, customer engagement, and financial management.

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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