Job Summary
We are seeking a dedicated and personable Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with clients, ensuring their financial needs are met with professionalism and expertise. This role offers an excellent opportunity for individuals interested in the financial services sector to develop their skills within a dynamic environment. The Relationship Manager will play a key part in fostering client loyalty and supporting the organisation’s growth objectives.
Duties
- Develop and maintain long-term relationships with clients, understanding their financial goals and needs.
- Provide tailored financial advice and solutions to clients, ensuring clarity and transparency.
- Regularly review client portfolios to identify opportunities for additional services or products.
- Act as the primary point of contact for clients, addressing queries promptly and professionally.
- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
- Keep detailed records of client interactions, transactions, and preferences using organisational tools.
- Stay informed about industry trends, products, and regulatory changes affecting client portfolios.
- Assist in organising client events or seminars to enhance engagement and trust.
- Identify, prospect, and secure new business opportunities for BJS Building Supplies across construction, civil engineering, and property development sectors.
- Develop and maintain a pipeline of potential clients including house builders, main contractors, groundwork companies, and property developers in the East Midlands.
- Conduct cold outreach, and leverage industry contacts to generate new leads.
- Prepare and deliver compelling sales presentations and proposals tailored to prospective client requirements.
- Develop partnerships and referral relationships with complementary businesses such as plant hire companies, scaffolding firms, and construction consultancies.
Qualifications
- Proven experience or interest in the financial services sector is preferred.
- Strong interpersonal skills with the ability to build rapport quickly.
- Basic mathematical skills to accurately assess financial data and perform calculations.
- Excellent organisational skills with attention to detail.
- Ability to communicate complex information clearly and effectively.
- A proactive approach to problem-solving and client service.
- Relevant qualifications or certifications in finance or related fields are advantageous but not essential. This role offers a rewarding career path for motivated individuals eager to develop their expertise within a professional setting dedicated to exceptional client service.
Pay: £44,000.00-£45,000.00 per year
Benefits:
- Company car
- Company events
- Company pension
- Employee discount
- Free parking
- On-site parking
Work Location: In person
