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Business Development Representative

2 months ago


Leeds, Leeds, United Kingdom Mortgage Advice Bureau (MAB) Full time
About the Role

Mortgage Advice Bureau (MAB) is seeking a skilled Customer Relationship Manager to join our team in Leeds. As a key business partner, we are looking for an individual who can promote our brand and services by maintaining long-term relationships with our key customers to generate further business opportunities.

Key Responsibilities
  • Manage remortgage leads to ensure timely communication with clients, maximize appointments, and maintain accurate records.
  • Develop and maintain relationships with clients, providing a nurturing journey and passing leads back to advisers when clients are ready to proceed.
  • Stay up-to-date with key areas, including the Financial Services Market, Regulatory & Compliance, Products, Systems & Processes, Quality Service Delivery, Customer Communications & Relationships, Team Working & Collaboration, Planning & Prioritising, and Record and Document Productions.
Requirements
  • GCSE or equivalent in English and Maths.
  • Excellent interpersonal and communication skills.
  • Proficient in all Microsoft applications and CRM management systems.
  • Superior product knowledge.
  • A team player with a positive attitude focused on customer satisfaction.
  • Advanced Administration and/or soft sales selling experience.
Personal Qualities
  • Exemplary qualities, including integrity, reliability, self-motivation, being proactive, and a positive attitude.
  • Honesty & Integrity: truthful, sincere in actions, and doing the right thing.
  • Adaptability, Enthusiasm, and Dependability.