As a real estate market account manager, you are responsible for prospecting, soliciting, developing, and maintaining business relationships with a clientele primarily composed of small organizations operating in the real estate sector. Your goal is to promote and sell products and services to achieve business growth for the centre. You will leverage your technical business knowledge and understanding of applicable procedures, standards, and guidelines to represent, negotiate, and engage companies through agreements with moderate business impact. Additionally, you will ensure a balance between sales objectives, prudent risk management, portfolio profitability, and satisfaction among members, clients, and partners.
Specifically, your responsibilities will include:
- Initiating, developing, and maintaining personalized business relationships with current and potential clients to promote and sell Desjardins' products and services.
- Serving as a key intermediary between the business centre and members and clients, ensuring proper usage, updating, and satisfaction with the offered products and services. Analyzing sources of dissatisfaction and recommending solutions.
- Identifying and analyzing member and client needs, developing personalized solutions, and preparing integrated service offerings. Negotiating applicable conditions.
- Recommending strategies to achieve business centre objectives such as increasing business volume, managing risks, and enhancing portfolio profitability, while ensuring client satisfaction.
- Seizing business opportunities and referring them to the appropriate personnel as needed.
- Adhering to all policies, practices, standards, and legal requirements.
- Using intelligence to identify opportunities for business development to improve competitiveness.
- Executing promotional activities, participating in public relations initiatives, and engaging actively in the business community.
- Attentively addressing client and member needs, particularly regarding the distribution of financial products and services, with a focus on prudent risk management.
What we offer:
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
What you bring to the table:
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Note: Other combinations of qualifications and relevant experience may be considered.
Knowledge of French is required
- Knowledge of current financial, economic, policy, and legislative developments
- Knowledge of characteristics and credit risks in major real estate, rental, and residential markets
- Knowledge of loan and guarantee contracts
- Knowledge of products and services for businesses, including those offered by caisses, components, Desjardins distribution networks, and competitors
- Knowledge of financing and credit management practices related to businesses
- Knowledge of policies, legislation, and standards governing the products and services offered by the centre
- Knowledge of business credit processes including authorization, monitoring, collection, and recovery
- Knowledge of Desjardins' business processes and referral procedures
- Familiarity with government business assistance programs
- Knowledge of service standards
- Understanding of cooperative principles, values, rules, and operations
Skills:
- Effective communication
- Results-driven approach
- Interpersonal savvy