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Purpose of the role:
- To work within the business development team to generate new business opportunities and achieve sales targets through effectively building relationships with prospects, advisors and colleagues.
Key Responsibilities:
Customer service:
- Ensure excellent delivery of services through building relationships with prospects and business advisors.
- Liaise effectively with external business advisors and introducers as prospective clients travel through the sales pipeline.
- Proactively add value through following best practice and maintaining and improving processes.
- Seek out opportunities to build an effective network who provide new business opportunities.
- Ensure all external communication such as telephone calls, e-mails and letters are delivered in a courteous and professional manner.
- Represent the company effectively at events, meetings and conferences.
Positive Teamwork:
- Ensure that our company values are reflected in all activities.
- Work closely with colleagues in all functions of the business.
- Communicate effectively with internal and external customers as required.
- Expand experience through seeking out knowledge from colleagues and through ongoing training whilst helping others.
Finance, Risk, and Administration:
- Work in an efficient manner with excellent attention to detail.
- Input and keep up to date our CRM system to effectively manage our sales pipeline.
- Ensure all due diligence is conducted effectively when preparing new business proposals.
- Ensure that the highest standards of quality and accuracy are maintained at all times.
Projects:
- Take park in projects as they arise to facilitate business success.
Experience / Skills / Knowledge
- Computer literate competent with Microsoft office and CRM systems.
- Ability to build rapport.
- Strong communication skills.
- Motivational team player.
- Can-do attitude.
- Consistently exercises good judgement.
- Problem solving skills.
- Pride in their work.
- Demonstrable BD experience in finance sector preferable.
Location:
- Flexible, UK wide.
