Business Development Manager, Yorkshire

Puma Capital Group; Leeds; On-site; GBP 50,000 - 70,000; Full time

Job summary

Puma Investments is seeking an experienced Business Development Manager to join our expanding team. The role focuses on raising the profile of our investment offers and developing relations with UK Financial Advisers across Yorkshire.

You'll work with the regional BDMs to deliver a robust regional business plan, promote VCT, EIS and IHT products, and support advisers through meetings, workshops and proactive outreach.

Qualifications

• Demonstrable sales experience, focus on investment products.
• Experience working with intermediaries, especially IFAs.
• Excellent client relationship management and communication.
• Proven ability to develop and grow a regional client base.

Responsibilities

• Support the regional BDM and deliver exceptional customer service.
• Build and deliver the regional business plan.
• Promote Puma Investments’ VCT, EIS and IHT offerings to advisers.
• Handle adviser queries via meetings, phone, or email.
• Attend roadshows and events as a Puma Investments ambassador.
• Collaborate with Client Relations, Operations and Marketing to support clients.

Skills

Sales experience

Client relationship management

Consultative selling

Intermediaries engagement

Communication skills

Team collaboration

Adaptability

Self-motivation

Tools

CRM software

Excel

PowerPoint

Job description

An exciting opportunity has arisen for an experienced Business Development Manager to join our growing business.

Working as part of the overall Business Development team, this role plays a crucial part in raising the profile of Puma Investments and its range of investment offers. The primary focus will be on developing existing and new relationships with UK Financial Advisers across Yorkshire.

Key Responsibilities

• Work closely with the regional Internal BDM to provide ongoing support, assistance and exceptional customer service for our clients, both current and prospective
• Build and deliver the business plan for the region
• Responsible for promoting and fundraising for Puma Investments’ range of offerings, including VCT, EIS and IHT offers through proactive measures to increase fundraising through proactive measures including conducting face to face meetings, hosting training events such as workshops and seminars and executing any initiatives agreed with the Head of Business Development
• Work with the regional Internal BDM to handle incoming queries (in meetings, on phone calls or via email) from financial intermediaries, actioning as appropriate
• Attend and speak at roadshows and events, acting as an ambassador for Puma Investments
• Gather feedback via the adviser market to help develop new products and campaigns
• Work closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing teams to facilitate the best support possible for our primary clients

Experience and Skills required

• Demonstrable experience in a sales role, specifically focused on investment products
• Experience working with intermediaries, particularly IFAs, ideally in respect of tax-efficient products
• Excellent client relationship management and interpersonal skills, with the motivation and ability to deliver exceptional customer service
• High quality consultative sales skills and approach
• Ability to build and grow own bank of clients (advisers)
• Possess a drive and attitude to excel in a high-performing sales-based environment whilst maintaining high levels of client service and integrity demonstrated across the business
• Interest in self-development, continually looking for ways to improve and develop individually and the business
• An ability and appetite to learn a new product set
• Experience of using CRM systems, Excel and PowerPoint

Personal Attributes

• Kind
• Values-driven
• Excellent communicator
• Collaborative and approachable
• Adaptable and willing to get stuck into whatever needs doing
• Depth of character and gravitas but operating with humility
• The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
• Energy, dynamism, and passion for complex business challenge
• Organised, rigorous and disciplined
• Pragmatic and practical
• Inquisitive, keen to understand ‘why?’