At a Glance
- Tasks: Manage client portfolios and drive retention while identifying new growth opportunities.
- Company: Join a vibrant team focused on exceptional customer experiences and client success.
- Benefits: Enjoy fantastic perks and the chance to work in a dynamic environment.
- Why this job: This role offers a rewarding challenge with the opportunity to build meaningful relationships.
- Qualifications: Organized, detail-oriented, and excellent communication skills are essential.
- Other info: Achieve KPIs and targets while working with valued clients.
The predicted salary is between 28800 - 43200 £ per year.
Do you have a passion for people and a talent for building meaningful relationships? We’re looking for a proactive Relationship Executive to manage a portfolio of valued clients and drive retention and growth. You’ll be the key to ensuring exceptional customer experiences while identifying new opportunities to deliver more value. Your Day-to-Day Manage client portfolios worth up to £3,000 annually. Handle 40-60 renewals per month with a focus on achieving a 95% retention rate. Identify and promote opportunities to upsell additional services, with a target of £10k new business per quarter. Build strong relationships through phone, email, and virtual meetings. What You’ll Bring An organized approach with meticulous attention to detail. Excellent communication skills, tailored to different audiences. A results-driven mindset with experience achieving KPIs and targets. This role is your chance to be part of a vibrant team, enjoy fantastic benefits, and take on a rewarding challenge. Join us and help shape the future of client success! 48646MS INDMANJ …
Relationship Executive employer: The Portfolio Group
Contact Detail:
The Portfolio Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Executive
✨Tip Number 1
Familiarize yourself with our company values and mission. Understanding what drives us at StudySmarter will help you align your approach to relationship management and demonstrate your passion for our goals during the interview.
✨Tip Number 2
Prepare specific examples of how you've successfully managed client relationships in the past. Highlight instances where you've achieved high retention rates or upsold services, as this will showcase your results-driven mindset.
✨Tip Number 3
Practice your communication skills by engaging in mock conversations. Since you'll be building relationships through various channels, being able to adapt your style to different audiences is crucial.
✨Tip Number 4
Research common challenges faced by clients in our industry. Being knowledgeable about potential pain points will allow you to proactively address their needs and position yourself as a valuable partner.
We think you need these skills to ace Relationship Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Relationship Executive. Highlight your experience in managing client portfolios and achieving retention rates in your application.
Tailor Your CV: Customize your CV to reflect your skills in communication and relationship management. Use specific examples that demonstrate your ability to achieve KPIs and targets, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for building relationships and your proactive approach. Mention how you can contribute to client success and drive growth for the company.
Highlight Relevant Experience: In your application, emphasize any previous roles where you managed client relationships or worked towards retention and upselling. Use metrics to quantify your achievements, such as retention rates or revenue generated.
How to prepare for a job interview at The Portfolio Group
✨Show Your Passion for People
Make sure to express your enthusiasm for building relationships during the interview. Share specific examples of how you've successfully managed client relationships in the past and how you prioritize customer satisfaction.
✨Demonstrate Your Organizational Skills
Since the role requires managing multiple client portfolios, highlight your organizational strategies. Discuss tools or methods you use to keep track of renewals and upselling opportunities, ensuring you can meet the 95% retention rate.
✨Prepare for Role-Playing Scenarios
Be ready for potential role-playing exercises where you might need to handle a client call or email. Practice responding to common client concerns and upselling additional services to showcase your communication skills.
✨Know Your Numbers
Familiarize yourself with key performance indicators (KPIs) relevant to the role. Be prepared to discuss how you've achieved targets in previous positions and how you plan to meet the £10k new business target each quarter.