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For Companies At a Glance
- Tasks: Manage client portfolios and drive growth through tailored financial products.
- Company: Join Santander UK, a diverse and inclusive employer.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to work in a dynamic team with excellent career progression.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Bachelor's degree and experience in financial services preferred.
The predicted salary is between 30000 - 40000 £ per year.
This job is with Santander UK, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
WHAT YOU WILL BE DOING
Rentabilizar, crecer y blindar sus carteras, vinculando a los clientes a través de la correcta gestión de productos de valor: créditos, inversiones, seguros y palancas comerciales (portabilidad, colectivos, sinergia pyme, etc.). Gestionar las carteras de captación asignadas de clientes Select (variaciones y vencimientos) con foco en la atracción de mayores volúmenes de captación (campañas de atracción de plazo, colectivos, portabilidad). Planificar semanalmente las actividades para su gestión diaria de acuerdo a la definición de la sistemática comercial, asignando prioridad a los focos comerciales en los que se esté trabajando actualmente; contacto con sus clientes y prospectos cumpliendo con los ritmos comerciales establecidos por la institución asegurando el logro de los objetivos. Ejecución diaria de llamadas y visitas efectivas a prospectos y clientes actuales, asegurando el conocimiento de su cartera en un 80% a lo largo de 1 año, a través de la gestión de campañas, variaciones en inversiones, vencimiento de plazos y demás palancas comerciales. Brindar una atención diferenciada en sucursal a los clientes Select, ya sea por solicitud de productos o servicios, como también atención a las quejas y aclaraciones, considerando que su cartera tiene un mix de los clientes TOP Select de la sucursal más el Resto Select. Llenar correctamente todos los contratos de productos y servicios, principalmente las aperturas de cuentas y formatos de UPLD, como también adjuntar la documentación correspondiente del cliente antes de formalizarlo y entregar al Subdirector de Sucursal. Vincular y blindar la cartera de clientes asignada a través de la venta de productos y servicios especializados de acuerdo a la satisfacción de necesidades de los clientes empleando técnicas de venta apropiadas, siempre cuidando de la Excelencia en el Servicio. Seguimiento preventivo a clientes que evidencien riesgos de no pago y dar seguimiento a su cartera de cobranza (Gte. SR mayor especialización al tener cartera con activos de mayor concentración, Gte. Especialista con concentración media y Gte. JR con baja concentración). Dar cumplimiento a la normatividad operativa establecida por la Institución en apertura de cuentas, conocimiento del cliente, detección de operaciones relevantes, etc., principalmente las operaciones realizadas en Opics, cumpliendo lo establecido por el Modelo de Comercialización de Inversiones.
WHAT WE ARE LOOKING FOR
EXPERIENCE
EDUCATION
Bachelor of Science (BS)
COMPETENCIES
GERENTE SELECT ESPECIALISTA in Norfolk employer: Santander UK
Contact Detail:
Santander UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land GERENTE SELECT ESPECIALISTA in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company and practice common interview questions. We want you to feel confident and ready to showcase your skills and experience when you step into that room.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We recommend keeping it short and sweet, but make sure to express your appreciation for the opportunity.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. We’ve made it super easy for you to find roles that match your skills and interests, so don’t miss out!
We think you need these skills to ace GERENTE SELECT ESPECIALISTA in Norfolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of GERENTE SELECT ESPECIALISTA. Highlight your experience in managing client portfolios and your ability to drive sales through effective product management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your commitment to excellent customer service, as that’s key for us.
Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience you have in financial services or client management. We love seeing examples of how you've successfully grown client relationships and met targets in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Santander UK
✨Know Your Products Inside Out
Make sure you have a solid understanding of the financial products you'll be managing, like credits, investments, and insurance. Be ready to discuss how these can benefit clients and how you would approach selling them.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your strategies for attracting new clients and retaining existing ones, as well as how you handle complaints and ensure customer satisfaction.
✨Plan Your Week Like a Pro
Show that you can effectively plan and prioritise your activities. Discuss how you would organise your week to meet commercial goals, including how you'd balance calls, visits, and follow-ups with clients and prospects.
✨Be Ready for Compliance Questions
Familiarise yourself with the operational regulations related to account openings and client knowledge. Be prepared to explain how you would ensure compliance while still providing excellent service to your clients.