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Relationship Manager
2 weeks ago
**Company Description**:
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.
We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do.
Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 250 people who are always looking to deliver better outcomes for Australian businesses.
**Qualifications**:
- 2 years + Sales/BDM experience, preferably within commercial finance.
- Proven ability to build long term relationships within the broker network.
**Additional Information**:
**Client Relationship Management**:
- Build, develop, and maintain strong, long-term relationships with large AF broking firms as designated.
- Proactively engage with brokers to understand the portfolio and opportunities.
- Act as the primary point of contact for brokers, ensuring a high level of customer satisfaction.
- Regularly review client portfolios to identify opportunities for growth and offer additional products and services.
**Business Development**:
- Identify new business opportunities and drive growth within the asset finance portfolio.
- Work closely with the brokers and marketing to target potential clients in various sectors.
- Attend industry events and networking opportunities
**Asset Finance Solutions**:
- Assess and understand client needs to offer solutions, including asset finance and other Shift products.
- Review transaction scenarios as needed to ensure they are aligned to Shift’s credit appetite.
- Conduct risk assessments and financial analysis to ensure proposals are aligned with the Shift’s credit appetite including lodging Credit Assessments on transactions above $1m
**Market Knowledge & Advisory**:
- Stay up-to-date with the latest trends, market conditions, and competitor information impacting Asset Finance offering.
**Target Achievement & Reporting**:
- Achieve individual targets and contribute to the overall performance of Shift.
- Prepare and present regular reports on client performance, market conditions, and business development activities.
- Use CRM systems and other tools to track client interactions and progress toward business goals.
