Business Development Manager

Chetwood Bank; Fleet; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A financial services provider is seeking a Business Development Manager in Fleet. This role involves driving sales activity and managing relationships with brokers to promote mortgage lending in a designated territory. Candidates should have prior sales experience in financial services and a strong knowledge of the mortgage market. The position offers a competitive salary and hybrid working options.

Benefits

Competitive salary

Incentive Bonus

Company Car Scheme

25 days holiday plus your birthday off

Pension contribution

Life Assurance

Private medical, dental, and optical insurance

Free breakfast

Qualifications

• 24 months previous experience in sales/account management within financial services.
• 12 months mortgage-related experience is desirable.
• Advanced knowledge of mortgage market products and regulations.

Responsibilities

• Deliver mortgage loan completion and associated activity targets.
• Utilise strategies to develop partner relationships.
• Prepare and maintain account management plans for key partners.
• Identify new business opportunities to meet lending requirements.
• Maintain effective communication with management and stakeholders.

Skills

Sales experience in financial services

Account management

Intermediate Microsoft Word skills

Intermediate Microsoft Excel skills

Knowledge of mortgage market products

Job description

Business Development Manager

Department: Mortgages

Employment Type: Full Time

Location: Fleet

Reporting To: Darrell Walker

Description

As a remote based Business Development Manager your role will be responsible for a geographical area driven by postcode. You will take full responsibility for sales activity and driving organic mortgage lending from their individual territory. You will also be responsible for planning, developing and delivering the overall sales strategy for their area. You will support brokers & intermediaries with Chetwood Bank sales training and development to ensure our business plan is delivered at the desired margin.

Key Responsibilities

• Deliver agreed mortgage loan completion and associated activity targets in accordance with pre-determined Key Performance Indicators and through provision of face to face and telephone support (through self and team) to channel partners
• Utilise account development strategies to grow & develop partner relationships and create opportunities to deliver incremental, quality mortgage business
• Prepare, maintain and deliver an account management plan for your key partners & implement a programme of review meetings to ensure constant review cycle (Research, Plan, Implement, Review)
• Identifies new business opportunities as and when needed to ensure territory size is adequate to fulfil the banks’ lending requirements
• Demonstrate full understanding of the brands product suite and sales process through successful completion of the induction programme and on-going training
• Establish and maintain effective communication and relationships with all internal management, stakeholders and departments
• Clear demonstration of adherence to due diligence with brokers both at initial stages and on an ongoing basis in line with documented procedures
• Ensure that all communications with intermediaries are professional and that they address any identified training that is required and deemed necessary to ensure compliance and due diligence being maintained
• Ensures all communication to territory partners and intermediaries are delivered in a timely manner and that any relevant messages are embedded within key account contacts
• Promote and develop awareness of products and proposition in our chosen markets to channel partners through attendance at events, meetings and roadshows
• Contributes to product development by sharing ideas in order to generate new business through communications with line management and other key stakeholders e.g. Mortgage Product Manager
• Provide feedback to Line Manager and relevant colleagues on any service issues that intermediaries raise, ensuring our service proposition is appropriately maintained
• Deals effectively with queries and complaints in accordance with Bank guidelines and standards of service.
• Maintain the company’s compliance standards and own compliance training

Skills, Knowledge and Expertise

• 24 months previous experience working in a sales or account management role within the financial services industry is essential
• 12 months previous experience in a mortgage related sales or account management role is desirable
• Intermediate level skills in Microsoft Word and Excel are essential
• Advanced knowledge of the mortgage market (products and regulation) is essential
• Intermediate knowledge of mortgage distribution routes is desirable

Benefits

• Competitive salary
• Incentive Bonus
• Company Car Scheme
• 25 days holiday PLUS your BIRTHDAY off
• Pension contribution with Royal London
• Life Assurance
• Private medical, dental and optical health insurance with Axa
• Hybrid working – Wrexham
• Free breakfast available