- Actively develop new and existing relationships with clients through telesales, social media, trade events and networking.
- Provide finance solutions to clients by offering a range of products including, but not limited to, asset finance, commercial loans, invoice finance and property finance.
- Effectively analyse financial requirements and key financial documentation.
- Develop a full understanding of your clients’ requirements.
- Draft proposal documents and compile compelling applications.
- Research background information on the appropriateness of prospects before engaging.
- Maintain a high standard of professional conduct in all oral and written communication.
- Develop own knowledge and skills.
- Stay vigilant against the risks of fraud and money laundering and report concerns promptly and appropriately.
- Adhere to the principles of Treating Customers Fairly in all your dealings and correspondence.
- Support other Account Managers and the wider team through sharing expertise and best practice.
Back to searchSenior Account Manager
Service Care Solutions - Legal
Posted 10 days ago, valid for 4 days
Towcester, Northamptonshire NN12 6LQ, England
Full Time
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Sonic Summary
- Service Care Solutions is seeking a Senior Account Manager for a tech-oriented finance broker in Paulerspury, Northamptonshire.
- The position offers a salary of £30,000 plus commission and allows for hybrid or remote working.
- Candidates should possess experience in developing client relationships through various channels, including telesales and networking.
- Responsibilities include providing finance solutions, analyzing financial requirements, and drafting proposal documents.
- The role requires a commitment to maintaining professional conduct and adhering to compliance standards, with a referral bonus of £250 available for successful placements.
