Telephone Account Manager Telephone Account Manager …

Meraki Talent
in Leeds, England, United Kingdom
Permanent, Full time
Be the first to apply
Excellent Salary plus benefits and bonus
Meraki Talent
in Leeds, England, United Kingdom
Permanent, Full time
Be the first to apply
Excellent Salary plus benefits and bonus
Telephone Account Manager - IFAs
Telephone Account Manager (IFAs)
Excellent Salary plus benefits and bonus
Permanent, full-time
Leeds
Posted: 17 November 21
Start date: Nov 21 – Feb 22
  
  
Meraki Talent’s financial services client is actively looking for a Telephone Account Manager / Business Development Manager to work within their expanding team. The IFA Telephone Account Manager will focus on pro-actively developing and management of IFA relationships via telephone. This would suit an experienced BDM, Financial Services Telephone Account Manager or Advisers looking to move in a slightly different direction.
  
  
  
Responsibilities of the Telephone Account Manager (IFAs)
  
- To develop a deep understanding of the company’s Investment proposition whilst promoting the benefits of the company services and products.
- Work alongside the IFA sales team, proactively building new relationships to create new accounts.
- Attend events and presentations and follow up on contacts made.
- Achieve targets set in line with individual KPIs whilst keeping up to date with market related regulatory and legislative changes.
- Take ownership of work and provide regular feedback to management.
  
  
Background of the Telephone Account Manager (IFAs)
  
- Self motivator with previous Account Management or Business Development experience within a Wealth Management, IFA firm or similar.
- Strong ability to communicate with a varied professional client base via video call, telephone and/or face to face.
- Confident communicator with proven experience in building and maintaining long lasting relationships.
- Level 4 qualified or IMC preferential, or with solid progress towards industry qualifications.
  
  
  
Is this job for you?  At Meraki, we love recruitment and love words. Is this you?
  
Sarah wants: Telephone Account Manager, BDM, Business Development Manager, IFA Account Manager
  
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