Name:
Grading Level and Job Title:
Remote Relationship Manager
(Level 14) – 2 year contract
Reports To:
National Remote and Support Manager
Direct Reports:
Nil
Indirect Reports:
Financial Dimensions:
Nil
Internal:
Communications
Operational team
Business Development Special Projects team
External:
Employers, advisory community and third party
providers
None
Location:
Manor Office, Crawley
Working Relationships:
Main Purpose:
To be part of the Business Development Special Projects team as a Remote Relationship
Manager to service a large number of 3rd party clients and new employers, focusing on an
acquisition, retention and development strategy to maximise funds under management.
Support the Business Development Special Projects team and Remote Relationship team to
achieve the function’s overall objectives through expansion of the pension proposition. Apply
Treating Customers Fairly (TCF) culture and principles within area of responsibility.
Key Responsibilities:
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Work within a Special Projects team and Remote Relationship Management Team
responsible for in-bound and outbound business development activity. Working to a coordinated plan of engagement to create quality working relationships with client portfolio
to improve client retention and identify any opportunities.
Provide good customer service; respond promptly to any queries within agreed SLA.
Impart information and guidance to customers and third parties over the telephone or via
Webex.
Responsible for maintaining timely and accurate management information and metrics
reporting against departmental KPI’s
Remote Relationship Manager
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Working closely with face to face distribution teams to ensure objectives of face to face
and remote relationship management are aligned and that the project team receive
regular information and updates
Work closely with Operational teams to ensure that any issues or problems highlighted
by client population are quickly identified and resolved
Compile meeting reports and collect feedback on CRM system
Meet and exceed minimum standards of activity and KPI’s in line with business plan
Campaign management: work alongside co-ordinated marketing campaigns to maximise
any business opportunities
Job Holder Specification:
Formal Education:
Experience:
Educated to A level or equivalent
CII CF1 minimum
PMI AE qualification (Desirable)
FA1 (Desirable)
FA2 (Desirable)
RO 4 (Desirable)
Previous experience of working in a remote
based relationship management ideally in a
pension environment, but a similar role
within other regulated financial services
environment will be considered.
Experience of multi-channel sales
distribution.
Experience of working to targets, metrics
and identifying measures of success.
Technical Experience:
Essential:
Proven ability to:
Desirable:
Financial Services Markets
Strong sales focus
Competent at operational level
Work as part of a team
Deliver results against KPIs
Financial Services Business Development
Experience
Remote Relationship Manager
Personal Qualities:
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Capable of understanding complex issues
A team player with the ability to work in a target-orientated environment
A self- starter with an ability to work to an agreed business plan
Collegiate and co-operative
Job Holder signature: __________________________________________
Line Manager Signature: ________________________________________
Date______________________________________________________________
Remote Relationship Manager