Your new company
Join one of Australia's largest privately owned brokerage houses in Australia, who are invested in your success and value career development. This financial institution is passionate about delivering exceptional customer service and places the customer at the heart of everything and customer care is of utmost importance.
Your new role
As a Client Relationship Manager, you will drive business growth by engaging with existing and potential clients through phone calls to identify new opportunities in lending, refinancing, asset finance, and insurance. This is a permanent position with fantastic career progression. We are looking for an energetic and confident communicator who will always put the customer first.
Some of your responsibilities will include:
1. Conduct 10-20 phone calls per day to existing clients with the aim of uncovering new business opportunities, including lending, restructuring, asset finance, and insurance.
2. Reach out to new clients and follow up on leads generated through various
business channels such as partnerships, concierge, and marketing efforts.
3. Outbound warm leads into business using call templates.
4. Create and update leads in CRM system after formal allocation.