Dealer Relationship Consultant

In brief

**Overview** This role as a Dealer Relationship Consultant at Telesure Investment Holdings (TIH) involves building and maintaining relationships with Dealer partners and key stakeholders. The primary purpose is to ensure partner satisfaction with products and services, provide personalized relationship, sales, and service support, and ultimately drive profitability growth and increase market share within the assigned segment. **What you will do** * Build and maintain new or existing relationships with Dealer partners and key stakeholders. * Conduct regular partner visits and business reviews to ensure partners are satisfied with products and services. * Update the CRM system and ensure the Dealer relationship manager is aware of any changes. * Provide personalized relationship and sales and service support, resulting in an increase in market share with this segment, ultimately driving profitability growth. * Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. * Prioritize own workflow and ensure work is completed to the required standards of productivity, quality and timeliness. * Contribute to the achievement of organisational objectives through understanding and delivering the required individual targets and KPI's as set out by the manager and ensure targeted growth achievement on the assigned dealer region/portfolio. * Achieve operational requirements and service delivery through effective time and attendance management. * Responsible for executing the marketing plan and strategic tasks and monitor the outcomes. * Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. * Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. * Keep abreast on legislative and regulatory aspects and regularly review them with the partner. * Manage new and current partner legal agreements. * Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organization has quality data to enable effective customer retention and business development activities. * Update the CRM and ensure all stakeholders are aware of changes within clients portfolio. * Monitor company performance against service level agreements and flag potential issues. * Attend monthly meetings with partners to build relationships and report on their performance. * Preparing weekly, monthly and ad hoc reports and marketing presentations. * Analyze partner trends, make recommendations and ensure the execution of the agreed solution. * Generate daily, weekly and monthly reports on dealer contacts, showing call centre performance, as well as dealer performance who is supporting us. * Provide daily performance reports on incoming contacts, leads, sales, conversion and closing. * Understand the partner's unique business profile and operating model, identifying a relevant course of action based on partner and portfolio needs and undertake an appropriate course of action ensuring partner satisfaction. * Interact with internal L&D department to create and run training sessions for partners. * Discuss and regularly update partners on other products the company offers and contract with them to sell the products to their clients. * Deliver efficient partner interactions and relationship management through effective trigger management, tracking quotes to sales conversion, TAT, commission paid etc. * Give direction on Marketing efforts with the most effective methods and tools. * Liaise with internal departments Brand, Sales, Retentions, etc to ensure partner needs are fulfilled effectively. * Collect feedback from identified partners or partner segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on their input. * Conduct business reviews to ensure partners are satisfied with the products and services and conduct regular client satisfaction surveys and reviews. * Provide a quality service to F&I's in the dealerships while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with queries and investigating and resolving customer problems. * Monitor and provide feedback to dealers on all incoming Toyota Dealer contacts, as they come in. * Rank data received from the data net system for the performance of the dealerships and call centre. * Respond to personal objectives and use performance management systems to improve personal performance. * Monitor the performance of the team and dealers; allocate work and review completion and provide feedback to relevant managers on performance and escalate performance issues to direct manager to ensure timeliness and quality are adhered to. * For assigned leads on data net system, communicate with the sales staff to ensure call backs are done within the TAT. * Receive leads directly from dealerships and allocate manual leads that come via email, to the sales staff and follow-up. * Prepare and provide the dealers/F&I's with Noting of Interest documents on all sales and make amendments to these documents if necessary. * Develop and implement a relationship management plan for customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. * Connect, develop rapport, form relationships and ensure positive dealer experiences at all times and regularly visit partners to discuss partner performance and hand out marketing and promotional items. * Ensure client retention within the dealer portfolio and maintain a high standard through the effective resolution of dealer queries, and constantly seek to grow the volume of business the dealer places with TIH. * Effectively develop, maintain and manage relationships with internal and external business partners in support of growing the dealer portfolios being managed. * Identify, negotiate and notify the Dealer support team of new Dealer business clients and cross selling opportunities. * Make or receive calls by telephone to allocated dealerships to generate additional leads and maintain existing ones. * Act as a first point of contact for resolving dealer queries and complaints. * Monitor relevant information available in the data net system after each contact with a customer to ensure that the organization maintains turn around time TAT. * Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. * Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. * Keep abreast of emerging trends and share best practice knowledge and insights. * Ensure up-to-date industry and market knowledge, as well as internal products, processes etc. * Gain solid knowledge of competitors and continuously conduct market research. * Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them. **Requirements (from the original advert)** * **Education:** School Grade 12 (Required) * **Experience:** * 1 to 2 years marketing experience, in the short term and/or dealer environment (Essential) * Experience in a Financial Services Industry (Advantageous) * Experience in sales or customer service environment (Advantageous) * Experience working with customer relationship management (CRM) practices (Advantageous) **Who should apply** This role is suitable for individuals with a strong focus on relationship building and management, particularly within a sales and service context. The ideal candidate will be target-driven, proactive in identifying and acting on business opportunities, and adept at understanding partner needs to drive profitability. They should possess good organizational and technical skills, be able to prioritize their own workflow, and be committed to continuous learning and development in industry knowledge and company processes. Experience in marketing, sales, or customer service, especially within financial services or a dealer environment, and familiarity with CRM practices, would be beneficial. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/dealer-relationship-consultant-telesure-investment-holdings-tih-1 Source: myjobmag

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