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- Tasks: Support sales of equipment through finance options and build strong client relationships.
- Company: Join a prestigious financial services organisation known for its supportive culture.
- Benefits: Enjoy hybrid working, generous pension contributions, and excellent bonus potential.
- Why this job: This role offers growth opportunities, training, and a chance to make an impact in finance.
- Qualifications: A levels/BTEC or degree preferred; customer-facing sales experience is a plus.
- Other info: Full training provided; modern office environment with a friendly team.
My client is a highly regarded and prestigious commercial financial services organisation. Due to internal movement, they are currently seeking a Client Relationship Manager to provide customer and internal sales support.
Duties:
- Supporting and promoting the sale of equipment to businesses through hire purchase and lease agreements.
- Providing support to customers to ensure they receive the right finance option for their business.
- Negotiating finance rates and coordinating each stage of the client transaction.
- Liaising with clients, field-based sales teams and dealer sales personnel.
- Achieving profit and margin objectives (plus other KPIs).
- Building relationships with clients through regular calls and emails and responding to inbound enquiries.
- Nurturing existing relationships with clients and dealer sales personnel.
- Developing relationships with new clients.
- Building, managing and maintaining the sales pipeline.
- Supporting the team as well as achieving individual objectives.
- Coordinating and taking responsibility for own workload.
Requirements:
- Ideal candidates will have experience in a customer-facing sales role ideally within the financial services sector; however, training will be provided where candidates demonstrate aptitude and enthusiasm to learn in a new industry.
- A levels/BTEC (minimum), degree or equivalent (beneficial).
- Proven success in meeting KPIs and objectives in a customer-facing role.
Full training will be given on products, systems, software and processes to ensure the successful candidate reaches their full potential and is able to carry out the role effectively and productively. Once trained, after a period of approximately 6 months, the choice of hybrid working will be available, 3 days in the office and 2 days at home. As well as an attractive salary and excellent bonus potential, the benefits on offer are extremely generous including a 15% employer pension contribution. The company is based in very pleasant, modern offices and has a friendly, open and supportive culture to ensure the best possible welfare for employees.
Client Relationship Manager employer: Premier Placement Services
Contact Detail:
Premier Placement Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager
✨Tip Number 1
Familiarise yourself with the financial services sector, especially around hire purchase and lease agreements. Understanding these concepts will not only help you in interviews but also demonstrate your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to opportunities within their organisations.
✨Tip Number 3
Prepare to discuss your experience in meeting KPIs and objectives in previous roles. Be ready to share specific examples of how you've successfully built and maintained client relationships, as this is crucial for the Client Relationship Manager position.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Tailor your conversations during interviews to reflect how your personal values align with theirs, showcasing that you're a great fit for their team.
We think you need these skills to ace Client Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer-facing sales roles, especially within the financial services sector. Use specific examples to demonstrate how you've met KPIs and objectives in previous positions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the importance of building client relationships and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise skills such as negotiation, communication, and relationship management in your application. These are crucial for the Client Relationship Manager role and should be evident in both your CV and cover letter.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are key traits for this position.
How to prepare for a job interview at Premier Placement Services
✨Understand the Financial Services Landscape
Familiarise yourself with the financial services sector, especially around hire purchase and lease agreements. This knowledge will help you engage in meaningful conversations during the interview and demonstrate your enthusiasm for the role.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in previous roles. Highlight your communication skills and ability to nurture existing connections, as this is crucial for a Client Relationship Manager.
✨Be Ready to Discuss KPIs
Since achieving profit and margin objectives is key in this role, be prepared to discuss how you've met or exceeded KPIs in past positions. Use specific metrics to illustrate your success and show that you understand the importance of these targets.
✨Demonstrate Your Team Spirit
This role requires supporting both individual and team objectives. Be ready to share examples of how you've collaborated with colleagues in the past, and express your willingness to contribute to a supportive team environment.
