Job Description
Portman Finance Group are seeking a Client Relations Executive to join the team in Northampton.
The Client Relations Executive will be responsible for answering initial queries, either via the telephone or through webchat, with the need to quickly qualify and pass the client onto the appropriate sales team member where appropriate. In addition to this, the successful candidate will also need to contact incoming leads, swiftly calling customers to confirm enquiry information and then passing the lead to an Account Manager.
The ideal candidate will have an excellent professional and engaging telephone manner. Confidence in dealing with a range of new clients is essential to be a success. Often acting as the first point of call within Portman, and with the role being fast-paced and responsive to inbound enquires, the Client Relations Executive role is key in managing and maintaining an excellent client experience.
This role presents an opportunity to progress to supporting the Regulated Sales Service Team on regulated finance transactions. Responsibilities would include dealing with finance enquiries from regulated business customers, assessing their finance options, drafting straightforward credit applications to lenders, organising the signing of finance paperwork and ultimately paying out regulated finance deals.
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