Puma Capital Group
Business Development Manager, Yorkshire
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Business Development Manager
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
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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
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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?’
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