We are looking for a dynamic, pro-active and enthusiastic
Business Development Manager
to look after our Wealth Introducers and grow this area of the business.
The Role
Responsible for generating high quality client referrals through creating, maintaining and enhancing relationships with businesses whose clients have a need for mortgages and/or protection advice. This includes the Amber River group hubs and other external relationships, through promotion of the CCA services and the management of Introducer agreements.
Key accountabilities
- Secure existing relationships through the transition of these from the outgoing BDM
- Ensure all volume Introducers to have Introducer agreements in place
- Standardised process to be put in place for Introductions into CCA and progress updates
- Identification of key market segments, and propose plan of action to grow this channel
- Focus on the AR Hubs to encourage wider adoption of CCA services
- Work with the Marketing team to enhance the materials to facilitate both the capture of new relationships and growth of existing relationships
- Delivery of year-on-year growth in referral volumes
- Responsible for ensuring Introducer relationships meet agreed commercial hurdles
- Responsible for ensuring the quality of referred clients
- Ensuring regular meetings take place with key Introducers
- Provision of regular market updates to Introducers
- Supporting the allocation of referrals to CCA brokers with appropriate specialisms
- Sharing internally key market insights gained through the Introducer relationships
- Provision of performance updates
Knowledge, Skills, & Competencies
- Strong knowledge of the Mortgage industry and market
- Ability to maintain and enhance existing relationships
- Ability to identify and on-board new referral producing relationships
- Good knowledge of the Wealth Management sector
- Good knowledge of the Estate Agency sector
- Excellent interpersonal skills
- Strong organisation and time management skills
- Ability to work autonomously in a fast-paced environment
- High level of integrity
- IT literate with good knowledge of Microsoft Word, Excel, PowerPoint and Outlook
If you would like to discuss this role or make an application, contact Christine Ayliffe at christine.ayliffe@ccameron.co.uk