Portfolio Manager - London, United Kingdom - Corporate Recruitment Solutions

Corporate Recruitment Solutions
Corporate Recruitment Solutions
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Portfolio Manager - London. Hybrid working
My client is a fast growth fintech operating in the Invoice Finance space.

After bringing an innovative proposition to UK Market 12 years ago - They now operate internationally, have a lending book of £4B in the UK and in 2023 have a focus on growth in theMid Market/Enterprise sector.

Culturally they are a fast paced forward thinking organisation with the employees being at the heart of the business. They have been recognised as Top place to work by Sunday Times alongside being voted as Top 100 growth fintech across the world

After a large funding round they are entering a huge growth phase creating an exciting time to join them - opportunity to learn, develop and earn good money along the way


Responsibilities for the Portfolio Manager, Fintech

  • Be the primary point of contact between within your portfolio of clients. They will all have large facilities out with my client with min turnover of £15M
  • Effectively handle objections, manage complaints and escalations to provide the best outcome for the customer ensuring retention and positive brand in the market
  • 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
  • Work crossfunctionally to devise creative solutions to risk, service, growth, and return challenges
  • Directly engage the Sales, Underwriting, and Onboarding teams to understand the customer prior to them joining your portfolio this will help to identify opportunities and risks In the future
  • 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 ensuring health of your portfolio overall
  • Provide indepth analysis of data and reports pertaining to your portfolio customers, you will work closely with a risk manager on this
  • Monitor the performance of the customer's sales ledger and control the risk to my client taking appropriate action to mitigate perceived risks where necessary
  • Work proactively with the Credit Control department to maximise ledger performance
  • Work directly with Underwriting and Credit Risk to manage and control risks, and present agreed solutions to customers
  • Obtain, where possible, new business leads to from your portfolio to increase the revenue from your portfolio this could be referral to new customers or new facilities out with existing
  • Ensure customer fees are appropriate to current and future funding requirements, and renegotiate where applicable

Skills we are looking for Portfolio Manager:

  • Past experience in portfolio management within an invoice finance/ABL, trade, or debt funding environment with proven delivery
  • Minimum 5 years relationship management experience, ideally within a senior lending level at some point
  • Experience engaging and working with or supporting customers with a turnover in excess of £15M
  • Proven experience in delivering customerfocused solutions based on finding innovative ways to improve the service delivered to customers
  • Experience working within an environment of adoption of new processes/policies and/or consistent product change so you are happy to work in a fast paced changing environment
  • Experience working within a fintech with an understanding of process and/or endtoend customer success journeys
  • Proven ability to interpret complex financial accounts to identify both financial needs and manage portfolio risk
  • Proven strong negotiating skills with the ability to defend pricing for the business whilst balancing service and profitability for the customer
  • A comprehensive understanding of risk management and proven experience of ensuring own/others' compliance with relevant regulatory processes
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