CBC Logo 2017To £40,000 plus bonus and benefits.

Our client is looking for a Relationship Manager to undergo initial training in order to develop into day to day sales account management of specific intermediaries within a specified geographical territory in order to develop and maximise new business from their IFA clients.

Key Responsibilities:

  • Manage the relationship of a set number of intermediary accounts within a specified territory to achieve agreed volume and quality targets.
  • Promote products and services to existing brokers in order to win new / incremental business in support of broker volume targets.
  • To maximise business retention from time to time in line with agreed business strategy and to ensure franchise sustainability.
  • To ensure core account development works in line with individual and wider team responsibilities.
  • To promote investment, deposit and other financial products / services that our client may choose to distribute.
  • Where required, deliver required service to any key firm in the absence of account relationship manager.

You will have a proven track record of sales and relationship management from within a Financial Services background.

Contact: Lucy 07970 513955 lucy@cbcrs.co.uk