Relationship Manager

Close Brothers Group

  • Glasgow
  • Permanent
  • Full-time
  • 8 days ago
OVERALL SUMMARYAt 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 Close Brothers Asset & Leasing (Transport) Team where you will be responsible for the sales within a designated area within Scotland. You will also generate new business through delivering Hire Purchase and Lease, asset finance and refinance solutions to the SME & Corporate sectors in Scotland.The role will be field based, working from their home office but you will report directly into the Sales Director and will develop a strong working relationship with the Head of Customer Relationship Manager and administration team. Our ideal candidate will be enthusiastic and show a drive for generating revenue with evidence of “going the extra mile” coupled with strong client focus, a flexible and resilient attitude.RESPONSIBILITIES
  • Proactively source sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers and other industry / introducer channels.
  • Responsible for developing and maintaining relationships with existing customers via telephone, emails, and face to face meetings.
  • Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information.
  • Represent the company at trade exhibitions, events and demonstrations.
  • Review own sales performance aiming to meet or exceed targets.
  • Ability to make accurate, rapid quotations and provide customers with the relevant information to close the deal.
  • Responsible for ensuring that own administration is in line with regulatory requirements and company procedure.
  • Responsible for ensuring that the sales targets are achieved.
  • Ensure you operate within the context of the FCA regulations at all times and ensures the Treating Customers Fairly initiative is fully adhered to.
  • Ensure you maintain a full understanding of all the finance offered and associated add on products available at Close Brothers Asset Finance
  • Responsible for ensuring own administration is in line with regulatory requirements and company procedure.
  • Responsible for working closely with the Collections team in maintaining a satisfactory level of defaults within your own portfolio.
  • Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:
  • Previous experience with Asset finance
  • A Self-motivated team player driven to achieve and exceed all targets set.
  • A bright, go getting person that is tenacious and resilient with a strong desire to succeed.
  • Strong interpersonal skills
  • Numerate with analytical ability
  • Excellent presentation skills
  • Competitive with an ability to think on their feet and deliver solutions.
  • Strong ability to plan and organise, effective sales activity planning is vital
  • Practical problem solving ability
  • An excellent communicator with a direct and open style
  • Some industry experience/knowledge
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 or request a call back.ABOUT USAt 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 and is a constituent of the FTSE 250.To find out more about Close Brothers, please visit our careers page:To find out more about life at Close Brothers:To find out more about our benefits:To find out more about our commitment to creating an inclusive environment:#LI-JN1 #LI-CBAFL #LI-RemoteAt Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.

Close Brothers Group