Corporate Relationship Manager – Invoice Finance/Fintech – South East

Business Money Promotions Ltd; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company in London seeks an experienced Corporate Relationship Manager. You will manage high-value customer portfolios, ensuring engaged and professional service delivery. The ideal candidate will have over 5 years of relationship management experience in invoice finance, with a focus on innovative customer solutions. Competitive salary and benefits package offered.

Benefits

Competitive salary

Bonus

Exceptional benefits

Qualifications

• At least 5 years of relationship management experience in a relevant sector.
• Experience with high-value customers and complex portfolios.
• Ability to interpret financial accounts and manage portfolio risk.

Responsibilities

• Act as the primary contact for a portfolio of high-value customers.
• Handle complaints and objections effectively to ensure customer satisfaction.
• Develop strategic relationships through customer visits and reviews.
• Analyze data for portfolio management and risk control.

Skills

Portfolio management

Customer relationship management

Problem resolution

Data analysis

Risk management

Job description

Corporate Relationship Manager – Invoice Finance/Fintech – South East

Our client, a market leading UK Fintech, requires an experienced Corporate Relationship Manager to join their expanding team in the South East.

Duties and Key Responsibilities:

• Be the primary point of contact between the company and a portfolio of customers of high value and varying complexity by working with all other relevant team members and other departments to deliver a positive outcome.
• Effectively handle objections, manage complaints and escalations to provide the best outcome for the customer.
• Maximise a customer’s experience and loyalty to the product by ensuring that they receive an engaging, professional, and understanding service characterised by accuracy and prompt resolution of queries or problems.
• Carry out customer visits, reviews and work to develop strategic relationships to support their business objectives.
• Carry out surveys and audits of customers as deemed necessary and when authorised to do so.
• Build reports and solutions for customers that deliver objective and revenue outcomes.
• Provide in-depth analysis of data and reports pertaining to your portfolio customers.
• Monitor the performance of the customer’s sales ledger and control the risk to the company taking appropriate action to mitigate perceived risks where necessary.
• Work directly with Underwriting and Credit Risk to manage and control risks, and present agreed solutions to customers.

Experience:

• Past experience in portfolio management within an invoice finance/ABL, trade, or debt funding environment with proven delivery.
• At least 5 years of relationship management experience, ideally within a senior capacity at some point, with experience engaging and working with or supporting customers with a turnover in excess of £15M.
• Proven experience in delivering customer-focused solutions based on finding innovative ways to improve the service delivered to customers.
• Experience working within a fintech with an understanding of process and/or end-to-end customer success journeys.
• Proven ability to interpret complex financial accounts to identify both financial needs and manage portfolio risk.
• A comprehensive understanding of risk management and proven experience of ensuring own/others’ compliance with relevant regulatory processes.

In return, you will be rewarded with a competitive basic salary + bonus + a range of exceptional benefits.

M2 Professional Recruitment Services is an equal opportunities employer and welcomes applications from all qualified candidates.