Account Manager

– Account Manager

Cultural fit:
Chatsbrook is all about being a team player, having a positive attitude, and a strong work ethic. We value collaboration, creativity, and a passion for helping our clients achieve their financial goals. We are looking for individuals who are dedicated, driven, and eager to learn and grow within the business. A willingness to go above and beyond for our clients and team members is essential. If you thrive in a fast-paced, dynamic environment and are committed to delivering exceptional service, you would be a great fit for our team at Chatsbrook. : We are seeking a motivated and proactive Account Manager to join our team in the finance industry. The successful candidate will be responsible for identifying and pursuing new business opportunities while maintaining and strengthening relationships with existing clients. This role requires a strong understanding of financial products and services, excellent communication skills, and a customer-focused approach.

Key Responsibilities:

• Research and identify potential new business opportunities
• Develop and maintain a pipeline of leads through cold calling, networking, and market research
• Engage with existing clients to understand their needs and provide tailored solutions
• Present and promote financial products and services to clients in a clear and compelling manner
• Collaborate with internal teams to ensure the successful onboarding and servicing of clients
• Monitor market trends and competitor activities to identify potential areas for growth
• Prepare and deliver sales reports and forecasts to management on a regular basis
• Meet and exceed sales targets and KPIs set by the company

Qualifications:

• Proven experience in sales or business development within the finance industry
• Strong knowledge of financial products and services
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Proactive and results-driven attitude
• Strong organizational and time management skills
• Proficiency in Microsoft Office and CRM software

Benefits: Competitive salary Annual Incentive Scheme Life Insurance Private Medical Cover
22 Days Annual holiday entitlement increasing with annual service + Public Holidays + Birthday Leave Professional development opportunities Collaborative and supportive work environment

Working Hours: Monday – Friday 9am – 5pm