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Relationship Manager

2 months ago

Reading, Reading, United Kingdom INTEGRO PARTNERS LTD Full time
About the Role

We are seeking an experienced Relationship Manager to join our team at Integro Partners Ltd. as a key member of our Reading division. This is an exciting opportunity for an established RM to build out the patch and develop the brand further across the region, as well as developing and improving new and existing business relationships.

Key Responsibilities
  • Client Portfolio Management: Manage a large portfolio of clients, including smaller clients to be managed day-to-day by the Client Executive.
  • Relationship Building: Develop and maintain a good relationship and thorough understanding of the businesses within your portfolio.
  • Sanctioning and Verification: Sanction overpayments, credit limits, and high involvement requests, as well as bi-monthly verifications carried out by CE on all choccs and confidential accounts in line with the schedule.
  • Full-Service Verifications: Review and oversee full-service verifications, liaising with credit controllers and clients regarding any concerns.
  • Performance Monitoring: Review YTD stats highlighted by CE on a monthly basis, ensuring that second verifications have been performed.
  • Client Engagement: Conduct client take-on meetings/reviews and visits, as well as overview of management accounts and bank statements on a monthly basis, liaising with clients over HMRC arrears and TTP.
  • Training and Development: Participate in ongoing training to ensure correct levels of knowledge and development within the team.
  • Risk Management: Identify and review any onerous conditions within the debtors T&C's to minimize risk.
  • Legal Recoveries: Liaise with solicitors regarding accounts passed to legal recoveries.
Requirements
  • Experience: Previously worked in the Invoice Finance/factoring sector, with previous success in the role of Relationship Manager or similar.
  • Customer Focus: Customer-centric and able to provide excellent customer service while maintaining acceptable risk levels.
  • Communication Skills: Strong communication skills, as well as the ability to adapt to changing workloads with good time management skills.
  • Values Alignment: Willing to adopt and demonstrate values of accessibility, innovation, relationships, and accountability.
  • Driving License: Full driving license.
  • Right to Work: Right to work in the UK, regretfully, we are unable to sponsor visas for this position.