Regional Key Account Manager (Bankhall)
February 2022
Purpose of the Role
The role will be responsible for achieving agreed regional income targets for both new and existing users/clients of Bankhall Services.
- Grow the business footprint by recruiting new Bankhall clients (broadening) and cross/up sell to existing clients (deepening)
- Achievement of sales activity-based targets to deliver additional income to Bankhall across the range of products and services
- Manage relationships with key Bankhall users in a defined territory/region to achieve agreed objectives
- Collaborate closely with all areas of Bankhall service ensuring we meet and exceed our aligned client targets/market share and service expectations i.e., CRT, Bespoke and Field Regulatory/Compliance
- Deliver agreed level of account activity to achieve approved broaden targets and maintain user retention levels to meet agreed deepen targets. Activity includes face to face, remote and event engagement
- Support the broader DA business with specialist knowledge of wealth proposition and compliance understanding as and when required
- Demonstrate your own input in taking personal responsibility for the delivery of your PDP linked to deliverables expected within this role
- Assist in the development of the groups proposition by collecting feedback from Bankhall clients, competitor, and market intelligence where required
- Undertake projects as and when required, to support the needs of the business or to achieve departmental objectives
Critical skills required:
- Excellent presentation and negotiation skill
- Excellent time management, planning and influencing skills
- Strong IT skills
- Territory Management and business planning
- Proven track record of relationship management
- Ability to work both independently/remotely and in as part of a team