Executive Officer to the Chairman
3 weeks ago
Ultimate Finance - Partnerships
Hybrid and flexible work options available.
The Partnership team play a pivotal role in our growth strategy, working closely with Sales and Marketing. The Partnership Executive is responsible for the central management and reporting for our key audiences, primarily specific Introducers, Partnerships and Industry Associations, as part of our combined efforts within the Origination Introducer Strategy.
Where identified and appointed, taking responsibility for the relationship management of key identified partners, to support the sales effort to sell as many of our core products as possible and where appropriate.
Responsible for monitoring and reporting on lead flow volumes and quality, and ensuring we deliver on our commitments to the partnership.
Day to day responsibility for delivering our always-on inbound channels for all products, incorporating both clients/prospects and Introducers via online and phone, which supplements and supports our primary introducer channel via field sales team.
Effective and swift management of staff and client referrals, adhering to the company-wide process, improving speed of conversion via Regional Directors and enabling greater transparency, consistency, data qualityand reporting.
At all times represent the company professionally and maintain our high standards in all respects and receive/undertake all relevant and mandatory training.
Evaluating Introducer applications includes ensuring they are correctly set up on CRM, with T&Cs issued, tracked until returned, with associated checks where appropriate to ensure they are approved prior to any leads progressing.
Good time management
Confident, professional and friendly telephone manner, with experience of managing both client and introducer interactions
Ability to demonstrate relationship building skills both internally and externally
General commercial awareness and good technical knowledge of funding, and the different products available from Ultimate Finance
Ability to work independently and react quickly to different challenges thrown up by a particular Partner.
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