Puma Investments
Hybrid Business Development Manager x 2 (1 x East Midlands, 1 x East Anglia)
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Puma Investments is seeking two Hybrid Business Development Managers to join their Business Development team. One role will cover the East Midlands region, while the other will cover East Anglia.
About Puma Investments
Puma Investments raises funds from various sources, including wealth managers and IFAs from large firms like SJP, Barclays Wealth, Evelyn Partners, and Cazenove, as well as regional players, small independents, execution-only brokers, and HNWs. They also collaborate with leading wrap platforms such as Fidelity, Aberdeen, M&G, and Transact.
Role Responsibilities
- Offering ongoing support and management to current and prospective clients
- Liaising with internal and external parties to ensure effective communication
- Handling telephone queries from financial intermediaries and taking appropriate action
- Responsibility for increasing fundraising through proactive measures like cold calling and agreed initiatives with the Head of Business Development
- Attending and speaking at roadshows and events, acting as an ambassador for Puma Investments
- Working closely with the Client Relations, Operations, and Marketing teams
- Gathering feedback via the adviser market to help develop new products and marketing campaigns
- Contributing to the delivery of regional, quarterly fundraising targets
Experience Required
- Proven experience in a sales role working with intermediaries (particularly IFAs), ideally in tax-efficient products
- Demonstrable client relationship management and interpersonal skills, attention to detail, and a meticulous approach to work
- Experience in working towards and exceeding targets and KPIs
- High-quality consultative sales skills and approach
- Ability to build and grow one's own bank of clients (advisers)
- The drive and attitude to excel in a sales-based environment while maintaining high levels of client services and integrity
- Previous experience of working with CRM systems (ideally Dynamics)
- Sound commercial knowledge
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Personal Attributes
- Kind
- Values-driven
- Excellent communicator
- Adaptable and willing to tackle any task
- Depth of character and gravitas but operating with humility
- The drive and attitude to excel in a high-performing environment while maintaining high levels of integrity
- Energy, dynamism, and passion for complex business challenges
- Organized, rigorous, and disciplined
- Pragmatic and practical
- Inquisitive, keen to understand 'why?'
About Us
Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax-efficient space. They are a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors.
The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for their investors and partners:
- Puma Investments
- Puma Property Finance
- Puma Growth Partners
- Puma Public Markets
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Collectively, the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. They are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas.
Equal Opportunity Employer
At Puma, they are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, they consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status. They strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Their commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development.
Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – they would love to hear from you!
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