Corporate Relationship Manager – Invoice Finance/Fintech – South East
Our client, a market leading UK Fintech requires an experienced Corporate Relationship Manager to join their expanding team in the South East. Duties and Key Responsibilities: Be the primary point of contact between the company and a portfolio of customers of high value and varying complexity by working with all other relevant team members and other departments to deliver a positive outcome. Effectively handle objections, manage complaints and escalations to provide the best outcome for the customer. Maximise a customer’s experience and loyalty to the product by ensuring that they receive an engaging, professional, and understanding service characterised by accuracy and prompt resolution of queries or problems. Carry out customer visits, reviews and work to develop strategic relationships to support their business objectives. Carry out surveys and audits of customers as deemed necessary and when authorised to do so. Build reports and solutions for customers that deliver objective and revenue outcomes. Provide in-depth analysis of data and reports pertaining to your portfolio customers. Monitor the performance of the customer’s sales ledger and control the risk to the company taking appropriate action to mitigate perceived risks where necessary. Work directly with Underwriting and Credit Risk to manage and control risks, and present agreed solutions to customers. Experience: Past experience in portfolio management within an invoice finance/ABL, trade, or debt funding environment with proven delivery. At least 5 years of relationship management experience, ideally within a senior capacity at some point, engaging and working with or supporting customers with a turnover in excess of £15M. Proven experience in delivering customer-focused solutions based on finding innovative ways to improve the service delivered to customer. Experience working within a fintech with an understanding of process and/or end-to-end customer success journeys. Proven ability to interpret complex financial accounts to identify both financial needs and manage portfolio risk. A comprehensive understanding of risk management and proven experience of ensuring own/others’ compliance with relevant regulatory processes. In return you will be rewarded with a competitive basic salary + bonus + a range of exceptional benefits.
#J-18808-Ljbffr
Our client, a market leading UK Fintech requires an experienced Corporate Relationship Manager to join their expanding team in the South East. Duties and Key Responsibilities: Be the primary point of contact between the company and a portfolio of customers of high value and varying complexity by working with all other relevant team members and other departments to deliver a positive outcome. Effectively handle objections, manage complaints and escalations to provide the best outcome for the customer. Maximise a customer’s experience and loyalty to the product by ensuring that they receive an engaging, professional, and understanding service characterised by accuracy and prompt resolution of queries or problems. Carry out customer visits, reviews and work to develop strategic relationships to support their business objectives. Carry out surveys and audits of customers as deemed necessary and when authorised to do so. Build reports and solutions for customers that deliver objective and revenue outcomes. Provide in-depth analysis of data and reports pertaining to your portfolio customers. Monitor the performance of the customer’s sales ledger and control the risk to the company taking appropriate action to mitigate perceived risks where necessary. Work directly with Underwriting and Credit Risk to manage and control risks, and present agreed solutions to customers. Experience: Past experience in portfolio management within an invoice finance/ABL, trade, or debt funding environment with proven delivery. At least 5 years of relationship management experience, ideally within a senior capacity at some point, engaging and working with or supporting customers with a turnover in excess of £15M. Proven experience in delivering customer-focused solutions based on finding innovative ways to improve the service delivered to customer. Experience working within a fintech with an understanding of process and/or end-to-end customer success journeys. Proven ability to interpret complex financial accounts to identify both financial needs and manage portfolio risk. A comprehensive understanding of risk management and proven experience of ensuring own/others’ compliance with relevant regulatory processes. In return you will be rewarded with a competitive basic salary + bonus + a range of exceptional benefits.
#J-18808-Ljbffr
