Junior Account Manager (UK PARTNERSHIPS)
- Build and maintain strong relationships with individuals of all levels at partner companies
- Be attentive and responsive to client requests over phone and email
- Set high standards through regular updates
- Attend networking opportunities (starting virtually) where relevant
- Build relationships with key internal stake holders
- Receive leads from active referring partners and enter onto CRM for the Sales Executives to call
- Management of the existing partner book, making outbound calls to generate new customer referrals
- Working closely with Marketing and the Content team to generate media leads through relevant newspaper content
- Monitor client progress on CRM, using tasks to organise your time
- Use of CRM, Tableau and Excel software to stay on top of your pipeline and look out for changing trends in client activity
- Work with the BI team to provide regular reporting
- Organise your tasks by importance and profitability returns
- Have a keen eye on managing costs against new acquisition
- Read daily currency market briefs to be aware of prior and current day key currency pairs
- Pricing knowledge on main currency pairs
- Stay alert on competitor activity
- Reading news daily for new opportunities for partnerships
- Remain compliant to any relevant regulations, legislation and policies
- Maintain records of all partner and client contact including telephone calls, inbound or outbound written contact
- Ensure all associated paperwork e.g. files are maintained to Company standards
- Ensure all partner and client correspondence (letters, e-mails etc.) are accurate, grammatically correct and free from spelling errors
- Ensure Company procedures and standards are followed at all times with specific focus on KYC procedures and accurate maintenance of all CRM records, particularly client follow up calls
- Relationship building with people at varying levels of seniority
- Working within a multichannel environment e.g. telephone, email, face to face
- Previous B2B sales experience (cold calling) – desirable
- Preferable experience of working towards targets
- Working under pressure in a fast-paced environment
- Good organisation including prioritisation
- Clear communicator, both written and verbal
- IT literate; proficient in CRM, EXCEL and Word
- Influencing, persuading and negotiating
- Takes initiative and works under their own direction
- Commercial acumen
- Business acumen
- Numerate
- Adaptable and flexible
- Calm and confident
- Personable and approachable
- Personal drive
- Proactive and tenacious
- Professional
- Target driven
- Team player
- Degree Level
- Experience within a financial institution – desirable
- Fluent in English – essential
- Other European languages – desirable to target new verticals in untapped geographic areas
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