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    Account Manager - London, United Kingdom - Insignis Cash

    Insignis Cash
    Insignis Cash London, United Kingdom

    3 days ago

    Default job background
    Full time
    Description

    Insignis Cash is a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company's growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.

    We are growing the Account Management team, the person joining will have the responsibility for a portfolio of our Adviser partners. Our ideal candidate will demonstrate integrity, be detail-oriented whilst also being personable and confident in building working relationships.

    What will you be doing?

    • Build and strengthen adviser partner relationships to achieve long-term partnerships and maximise the opportunity within your portfolio of accounts
    • Supporting the successful onboarding of new clients
    • Serve as the point of contact for customers in your portfolio
    • Ensure the timely turnaround of communications, enquiries, illustrations, and applications
    • Resolve any issues to maintain and strengthen adviser and client trust
    • Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met
    • Utilise our internal systems to report on and analyse trends in our sales data
    • Develop a thorough understanding of our products and service offerings to identify the opportunity within your portfolio
    • Maintain accurate client records

    Requirements

    We would love to hear from you if you have the following:

    • Previous experience in an account management or sales role preferably in a similar industry e.g., Finance, FinTech, Platforms, Wealth Management or Financial Advice
    • Ability to multitask, excellent planning and organisational skills
    • Strong written and verbal communication skills
    • Excellent organizational skills and attention to detail
    • Proven track record of meeting or exceeding quotas
    • Strong team player with excellent people skills
    • Capacity to excel in a fast-paced environment

    Benefits

    • Competitive compensation
    • 25 days holiday (exc. Bank holidays)
    • Pension contributions
    • Private medical insurance
    • Employee health and wellness discounts
    • Cycle to Work Scheme
    • Monthly happy hours and team lunches
    • Lunch and learn training sessions.

    Working Pattern

    • Hybrid working pattern in London office, 3 days in the office, 2 days remote.
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