Customer Relationship Manager (CRM)Salmon Fields, Royton
Are you an aspiring Mortgage Advisor or interested in starting a long-term career in Mortgage Administration?
If so, we would love to hear from you if you are an enthusiastic and organised individual with a flexible attitude who would like to join our Financial Services Team.
The Customer Relationship Manager (CRM) role is a great starting point for anyone aspiring to become a Mortgage Advisor or who wishes to establish a long-term career as a Customer Relationship Manager.
To succeed as a Customer Relationship Manager, you will have a positive attitude and be happy to work as a team player focusing on customer satisfaction. You will possess excellent interpersonal and communication skills in order to promote our brand and our services alongside problem-solving skills. You will maintain long term relationships with our key customers to generate further business opportunities. Customer Relationship Managers are required to show initiative and manage their own priorities and time management effectively. The role deals with existing clients and no ‘cold calling’ is involved.
Previous administration experience is essential. Property industry experience would be advantageous, as would previous soft sales experience.
The role is based in Ryder & Dutton Financial Services Ltd at our Head Office in Salmon Fields, Royton.
Job Description
Customer Relationship Managers are skilled communicators who promote our brand and our services by maintaining long term relationships with our key customers to generate further business opportunities.
- Constantly identify opportunities to grow the customer base through our CRM system and processes.
- Be strategic and analytical to ensure maximum client satisfaction.
- Engage with customers to build and maintain profitable relationships with our key customers.
- Identify customers individual needs and match their requirements with our latest products and/or services to increase sales opportunities and expand the customer base by upselling or cross selling.
- Be responsible for managing our remortgage leads – ensuring that weekly, bi-weekly and monthly merge emails are all sent, clients are called and texted in agreed timeframes to maximise the number of appointments in any month.
- Keep accurate records of which appointments have been booked, and which clients have asked to be removed from our database.
- Getting customers ‘appointment ready’ using our CRM system and completing a basic fact check.
- Contacting and keeping in touch with advisers’ clients from their general appointments to assist with their nurture journey and pass the lead back to the adviser when the client becomes ready to proceed
You will need:
- Excellent interpersonal and communication skills.
- Proficient in all Microsoft applications and CRM management systems
- Superior product knowledge.
- A team player
- Maintain a positive attitude focused on customer satisfaction.
- Advanced Administration and/or soft sales selling experience
What’s in it for you:
- Be part of an award-winning team
- Uncapped Commission
- Full Training and Development
- Progression Opportunities
- Numerous employee benefits including BUPA Healthcare, Pension Scheme and Eyecare vouchers.
- Annual Company Awards dinner
Hours of work are Monday to Friday 09:00am – 5:00pm with 1-hour unpaid lunchbreak.
OTE £28,000 pa
If you wish to be considered for this role, please send your CV along with a cover letter outlining your career aspirations to our HR Team at HR@northernestateagencies.co.uk. We’d love to hear from you. We aim to be back in touch within 2 weeks if we wish to progress your application. We are unable to give feedback at this stage of the recruitment process.
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