Internal Business Development Lead for Financial Intermediaries

Puma Investments; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

Puma Investments in London is seeking an Internal Business Development Manager to help raise the profile and fundraising of its investment offers. You will focus on developing relationships with wealth managers and IFAs, supporting External BDMs, and coordinating investor information.

You will drive outreach, manage queries, and participate in roadshows, contributing to regional fundraising targets while collaborating with Client Relations, Operations, and Marketing teams.

Qualifications

• Proven client relationship management experience and strong attention to detail.
• Sales background with track record of meeting KPIs.
• Experience with updating CRM systems.
• Strong interpersonal and communication skills.

Responsibilities

• Work closely with the External BDMs, offering ongoing support and management to our clients (current and prospective).
• Liaise with internal and external parties to ensure effective communication relating to inbound contact, requests for literature and investor information.
• Handle telephone queries from financial intermediaries and actioning as appropriate.
• Help increase fundraising through proactive measures such as cold calling to arrange meetings and any initiatives agreed with the Head of Business Development.
• Attend roadshows and events alongside the regional BDM and act as an ambassador for the Puma Investments business.
• Work closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing teams.
• Contribute to the delivery of regional, quarterly fundraising targets.

Skills

Client relationship management

Sales experience

KPI achievement

CRM systems

Interpersonal skills

Attention to detail

Commercial acumen

Organised / structured

Tools

CRM software

Job description

Puma Investments in London is seeking an Internal Business Development Manager to help raise the profile and fundraising of its investment offers. You will focus on developing relationships with wealth managers and IFAs, supporting External BDMs, and coordinating investor information.

You will drive outreach, manage queries, and participate in roadshows, contributing to regional fundraising targets while collaborating with Client Relations, Operations, and Marketing teams.