Do you have experience of developing and maintaining customer relationships to build trust and ensure long-standing partnerships?

Would you, or others, describe you as resilient, commercially minded with a consultative approach?

We are seeking someone with proven experience in a similar client relationship role, ideally you will have sound knowledge of Occupational pensions.

The Role
As a Customer Relationship Manager (aka CRM) your primary drive will be to develop commercial, consultative, and mutually beneficial working partnerships with each of your customers within your portfolio.

In addition, your responsibilities would be to:
• Adopt a consultative approach to fully understand and document the needs of each of your customers.
• Develop a network of contacts and relevant decision-makers across your customer portfolio. This will then enable you to build credibility and influence others, which strengthens loyalty and retention.
• Identify revenue opportunities.
• Understand your customers' operational strengths and weaknesses, what is important to them, possible concerns, and opportunities to support their strategic objectives.
• Focus on revenue targets for your customer portfolio upon which you will provide progress reports and achievements against set targets.
• Lead contract reviews with your customers.
• Act as the voice of the customer - collaborate with other CRM team members, and the wider business, to ensure that any customer challenges are effectively and efficiently resolved that their views, perceptions, and experiences are fully represented.

This role will involve frequent UK-wide travel including overnight stays.

For a confidential discussion please telephone Tasha Davidson on 0208 274 2842 / 07958 958626 or email tasha@abenefit2u.com
Posted: 24/01/2023
Location
Hybrid or Remote Working
Job type
Permanent
Salary
£Depending on experience
Are current roads into retirement delivering member value?
Laura Blows explores HSBC Master Trust’s recent report, Converting pension pots into incomes, with HSBC Retirement Services CEO, Alison Hatcher.

Savings and finance at retirement
Laura Blows is joined by Claire Felgate, Head of Global Consultant Relations, UK, at BlackRock, to discuss savings and finance at retirement. Please click here for an edited write-up of the video

Making pension engagement enjoyable through technology
Laura Blows speaks to Nick Hall, business development director and Chartered Financial Planner at UK-based Wealth Wizards about the opportunities that technology provides for increasing people’s engagement with pensions and increasing their retirement wealth. Please click here for an edited write-up of the video

Pension portfolios – the role of asset-backed securities
Laura Blows is joined by Royal London Asset Management (RLAM) head of sterling credit research, Martin Foden, and its Senior Fund Manager, Shalin Shah to discuss the role of asset-backed securities (ABS) within pension fund portfolios
Incorporating ESG into fixed income
Laura Blows is joined by TCW head of fixed income ESG, Jamie Franco, to discuss incorporating environmental, social and governance (ESG) strategies into fixed income portfolios