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| Account Manager Role Development |
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IFAs conduct their business in an ever-changing environment. In today’s marketplace they expect a more sophisticated level of support from product providers and Account Managers – and if they do not get it there are plenty of competitors waiting to take your company’s place.
Account Managers can get caught between the need to achieve stretching monthly targets and developing long term profitable relationships for your business. Add in the disciplines required for remote working and the logistical challenges of managing a large geographical area and it is not surprising that Account Managers can become confused or demotivated about exactly what the business requires from them.
Momenta b2b provide framework support and training, which includes:
- Clarity of Account Manager (face to face and telephone sales) role requirement
- A detailed understanding of the knowledge, skills, attitude and processes needed to successfully fulfil the role
- A list of behaviours that should be demonstrated when undertaking the role successfully
- A constructive assessment process. The Sales Manager and Account Manager work together to uncover the gaps in behaviour/process and build jointly owned development plans.
- Sales Managers guidance on how to implement the development process.
We will work in consultation with you to tailor processes and training to meet the exact requirements of your business
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