Corporate Relationship Manager – Invoice Finance/Fintech – South East

Business Money Promotions Ltd; London; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading Fintech company in London seeks a Corporate Relationship Manager to handle a portfolio of high-value customers. You will be responsible for building strategic relationships, managing risks, and delivering customer-focused solutions. Ideal candidates have over 5 years in relationship management, preferably in invoice finance or similar sectors. Competitive salary and exceptional benefits are offered.

Benefits

Competitive basic salary

Bonus

Exceptional benefits

Qualifications

• 5+ years of relationship management experience, ideally in a senior capacity.
• Experience in portfolio management within invoice finance, trade, or debt funding.
• Ability to interpret complex financial accounts for portfolio management.

Responsibilities

• Act as primary contact for a portfolio of high-value customers.
• Build and maintain strategic relationships with customers.
• Monitor sales ledger performance and control company risks.

Skills

Relationship management

Customer service

Risk management

Data analysis

Job description

Corporate Relationship Manager – Invoice Finance/Fintech – South East

Home » News » Corporate Relationship Manager – Invoice Finance/Fintech – South East

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 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 customer.
• 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.

For more information about this role or any of our vacancies call 01625 522 774 or email [e-mail].

M2 Professional Recruitment Services
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