Relationship Manager

RESPONSIBILITIES:

• Assist BDMs with application follow up, progress reports, pipeline maintenance and general loan application support.
• Assist in creating presentations, documents and communications for the external presentations
• Collecting, distribution of correspondence / mail
• Day to day administration activities as requested by the company
• Manage (on request) emails/ calendar bookings addressing issues and subsequent follow up on outstanding issues as requested.
• Handle scenario sales enquiries relating via telephone, email and written correspondence.
• Arrange and facilitate call packs on behalf of BDM to Ensure data accuracy and completeness
• Create call pack and monitor performance
• Organise small conferences, functions, social events and meetings, compiling all necessary documents.
• Provide assistance to the seniors with corporate events

SELECTION CRITERIA

• Demonstrated 2 years experience in a similar role
• Preferably with experience handling any CRM tools (i.e., Salesforce)
• Ability to adapt to a fast-paced environment
• Experience working in an Australian Financial Services environment will be an advantage
• Strong organizational and management skills
• Positive disposition and can-do attitude
• Keen attention to details
• Ability to work with minimum supervision