Proven success in Account Management within a geographic territory., Experience in a structured sales process and delivering engaging presentations., Strong IT skills, particularly in MS PowerPoint, Excel, and Word., Knowledge of compliance regulations and strategic use of CRM systems is a plus..
Key responsabilities:
Maximize relationships with Dealer Partners to achieve mutual business objectives.
Manage and grow territory revenues through effective sales activities and targets.
Create structured approaches for generating new business and managing dealer relationships.
Utilize data insights to support dealer partners and ensure compliance with internal policies.
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Close Brothers is a leading merchant banking group established in 1878, providing lending, deposit taking, wealth management services, and securities trading. We employ 3000 people, principally in the UK, and are one of the largest 250 companies listed on the London Stock Exchange.Our activities are straightforward. We remain focused on markets and services we know and understand, developing leading positions and unrivalled expertise. Our approach is prudent and considered enabling us to grow sustainably, through all market conditions, building confidence among our depositors and investors. Our businesses have remained local as we continue to provide bespoke services, and developing long-term relationships ensuring our success in the future. We value our clients over everything else. What they do is important – they are the doers and makers of things, the wealth creators, the investors and the savers. We ensure our services meet their specific needs and invest to support them as they grow. These principles, founded in our past but applied to the modern world today, represent what we describe as ‘modern merchant banking’ – values that are embedded in our culture and that underpin everything we do. Our Business areas:Our Banking division provides lending to small businesses and individuals, with an emphasis on specialist finance. We also offer deposit taking services to UK businesses and individuals. In Securities, we provide trading services in the UK through Winterflood, a leading market-maker. Close Brothers Asset Management provides a range of financial advice, investment management and on-line investing services, helping clients to secure their financial future.www.closebrothers.comhttps://www.closebrothers.com/cookies-privacy Follow us on Twitter @CloseBrothersImage credit 'PA Images'
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Sales Team as an Account Manager where you will be responsible for bringing new dealers on board. You will be expected to use marketing, operational and individual leads alongside your communication and influencing skills to secure new partnerships
Our Account Manager role is centred around relationships, where having a valid business reason is everything when visiting dealer partners with the aim to grow, maintain and develop a dealer landscape, within a set geographical region, to sell Motor Finance products associated with Close Brothers Motor Finance (CBMF).
Responsibilities
Maximise relationships with Dealer Partners by understanding their key objectives and business to ultimately realise value for mutual benefits.
Ensure a mix of sales activity and commercial targets are achieved monthly and quarterly, to deliver timely and consistent revenue that looks to win, maintain and grow territory revenues against expectation.
Ensure Dealer Partners perform to margin quality and efficiency targets.
Manage the Dealer Partner relationship and expectations and keep them engaged, informed and updated.
Supporting Dealer Partners to set and achieve business and forecourt objectives.
Ensure territory is managed with a ‘partner first’ focus, seeking to meet and exceed external Dealer Partner performance standards, whilst meeting internal SLA requirements
Create and manage structured, planned approaches to generating new business including a strategy plan that includes all steps of the sales process from initial meeting to final presentation and onboarding.
Build a range of pipeline opportunities at different stages to ensure targets are achieved.
Share best practices and demonstrate open communication with Operations staff.
Work with internal functions such as Complaints, Compliance, Credit, Marketing, Business Assurance and the Dealer Support Weekend Unit to improve the quality of service delivery for the area.
Monitor internal team performance to ensure agreed service standards are achieved and take appropriate action to rectify failure and repeat occurrences.
Use data and insight tools to present effective dealer business insight that will support and benefit our dealer partners’ business plans.
Use data and insight to understand portfolio performance and plan strategy for acquisition, retention and growth.
Assess, identify and mitigate risks and ensure compliance to applicable internal policies, industry Codes and external regulation e.g. consumer credit, financial crime and data protection.
Ensure that all Governance and Compliance requirements are adhered to.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
A proven success record in Account Management of a geographic territory in a field-based role.
Experience of working within a structured sales process.
The ability to deliver effective and engaging presentations, adapting style, for a variety of external audiences.
Demonstrable experience of adding value within a sales process.
A range of structured target led expectations.
The Ability to demonstrate model sales behaviours internally and externally.
Excellent IT skills specifically using MS PowerPoint, Excel and Word.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
A proven track record in Account Management within the Motor/Automotive Industry.
Knowledge of regulations relating to compliance, money laundering, AML, CCD, CCA, FCA.
Strategic use of a CRM system (ideally SalesForce.com) to plan and manage a geographical region.
Experience of using advanced selling methodology within a sales process.
Understanding of Sales processes with expertise in advanced selling.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.
About Us
At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers