Business Development Executive

Ultimate Finance Group; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services provider in Leeds is seeking a motivated individual to join their Working Capital sales team. You will assist Regional Directors, manage leads, and ensure excellent customer service while developing your knowledge of the asset-based finance industry. This role requires strong relationship-building skills and a proactive approach. Competitive compensation and opportunities for growth are offered.

Qualifications

• Ability to problem solve.
• Self-motivated and organized.
• Customer-focused and adaptable.

Responsibilities

• Support Regional Directors in meetings.
• Manage the submission of New Business Reports.
• Ensure pipeline and CRM management.
• Assist in structuring deals.

Skills

Relationship building skills

Commercial awareness

Planning and delivery skills

Financial literacy

Stakeholder engagement

Time management

Job description

To work as part of our existing Working Capital sales team to pro-actively support and assist Regional Directors with the conversion of new business opportunities. We expect you to demonstrate our core values of Decency, Enterprise and Brilliance at all times. You will be responsible for ensuring that excellent customer service is given to all prospects, introducers, internal and external customers.

Key responsibilities

• Act as a support to the Regional Directors and shadow them on meetings whenever necessary.
• Oversee the process of structuring and submitting New Business Reports and the subsequent discussions with internal underwriters.
• Overall pipeline and CRM management.
• Assist in the writing of New Business Reports for submission to underwriters.
• Work with Operations, Securities and Underwriting to assist the progression of deals through to pay-out
• Develop knowledge and understanding of the asset based finance industry including Ultimate Finance Group products and services, competitors, introducers, risks, industry sectors and markets.
• At all times to represent the company professionally and to maintain our high standards in all respects.
• Attend and actively contribute to the Sales Meetings.
• Manage leads from designated brokers and internal sources, including qualification of the opportunity and managing the expectation of the brokers and the prospective client.
• To assist and support the team as and when required.
• Ongoing compliance with internal procedures.

Characteristics & Behaviours

• Ability to problem solve
• Self-motivated
• Team player
• Adaptable
• Organised
• Customer focussed & people centric
• Proactive
• Approachable

Key skills and knowledge

• Ability to demonstrate relationship building skills
• Basic commercial awareness and basic technical knowledge of funding
• Basic planning and delivery skills
• Financially literate
• Ability to engage and influence internal stakeholders
• Good time management

Apply for this role

Send your CV and cover letter to our Recruitment team via email today

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If you would like to talk to us about any funding needs, call us on 0800 121 7757, register as an Introducer or request a quote for your business today