DA Regional Key Account Manager

Supporting the retention of existing DA clients through the delivery of excellent service and experience by establishing, maintaining, and developing relationships between the DA business and its clients.
Help to recruit new SBG clients in line with the business plan targets. New client leads will be generated through a variety of mediums, marketing, sales campaigns, referrals etc.
Increasing profitable revenue through engagement with both existing and potential new Directly Authorised (DA) clients to match both Bankhall & PMS propositions to client needs.
Understand client needs and help them to build, run, grow and exit their business by raising their awareness of the professional services offered by both Bankhall and PMS.
This role will be responsible for achieving agreed targets for both new and existing Bankhall & PMS clients within a defined sales region.

Responsibilities

• Work collaboratively with regional teams and wider business to proactively manage long term client relationships whilst promoting all Bankhall & PMS business propositions and services.
• Demonstrate understanding of all aspects of the market landscape and regulatory changes to identify both business opportunities and threats.
• Manage relationships with Bankhall & PMS clients and provide development support to achieve agreed objectives.

• Proactive ownership and relationship management of Bankhall & PMS clients in a defined region to retain users and help them grow and protect their business.
• Proactively grow the business footprint by retaining the existing client base, cross selling and up selling to existing clients and recruiting new clients.
• Achievement of sales activity-based targets to deliver additional income to both Bankhall and PMS clients across the whole range of products and services offered by the DA business.
• Achieve the agreed level of client meetings to meet agreed targets.
• Travel as required to attend local business events and develop the relationships of new and existing clients.
• Fully understand the DA business, Bankhall & PMS services, propositions, charging structure, business objectives, ambition and demonstrate an ability to articulate the message of our competitive position in the marketplace.
• Conduct fact finds, via D365 to obtain market data and identify service opportunities on prospective clients. Complete contract renewals in a timely manner to present an appropriate and tailored contract proposal.
• Demonstrate an understanding of how the client’s business works – their current position, future aspirations and how the DA business can partner with them to make life easier.
• Maintain data, via D365 to ensure timely communication to customers and where appropriate other departments regarding pending regulatory, professional, third party and DA business changes.
• Utilise Dynamics 365 / CRM to record and monitor sales and performance activity.
• Maintain client retention levels to meet agreed targets.
• Deliver and influence messages on business quality and submission expectations in line with Lender’s policies.
• Provide specialist knowledge of financial services, including the wider Compliance, Wealth, Mortgage/GI and Protection market as and when required.
• Demonstrate your own input in taking personal responsibility for the delivery of your PDP akin to deliverables expected within this role.
• To assist in the development of the Groups proposition by collecting feedback from clients, competitor, and market intelligence.
• To undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.
• Present the DA business proposals aligned to the firms needs and objectives, take through to conclusion.

Personal profile

Qualifications required 

Experience required

Essential

• Good standard of education to include English and Maths grade C or above GCSE level or equivalent NVQ Customer Service.
• Proven track record of achieving outstanding sales results within Financial Services.
• Proven track record of developing relationships and achieving personal sales targets at senior and board level of major accounts.
• Strong communication and presentation skills to host local events.
• Experience within a commercial environment and within the Financial Services.
• Strong experience in account management and relationship development.
• Self-motivated and motivational, with high levels of energy and commitment to focus on achieving personal targets and maximising opportunities within the allocated geographical area.
• Home working experience.

Desirable

•  People orientated.
• Team player.
• Knowledge of the principal issues around FCA regulation within financial services.

Our Expectations

Our Approach to Risk Management

• You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.

Three Lines of Defence Risk Management Model

• You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.

The Consumer Duty Principle

• You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.

Information Security

• You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.