Business Account Manager

2 weeks ago


Fleet, United Kingdom Personnel Selection Full time

We are an award winning and leading lender in the buy to let mortgage sector and we are seeking an additional Business Account Manager due to an internal promotion. The role is to promote our business and provide expert knowledge on products, lending criteriaand technical expertise to our intermediary partners. We can consider applicants already working within mortgages or from another financial services sector seeking to develop their career within mortgages.

This role is more of an account management role whereby there is limited outbound calling but more nurturing relationships from point of registration and managing client’s needs. However, there is an expectation to grow sales from the development of these relationshipsand managing new business enquires.

The opportunity is based in Fleet working the hours of 9am - 5pm with a part home/part office scheme currently in place. You will receive 25 days holiday, 11% non-contributory pension, private healthcare, life assurance and income protection. The salaryis attractive, paying up to £30k and we can offer a hybrid working arrangement once trained.

The role will be to develop relationships with intermediaries and become a main point of contact for all future new business. Reporting to the Sales Team Manager the core aspects of the role include the following:

- Responsible for developing relationships with all intermediaries.
- Develops new relationships to maximise new business potential.
- Works within a team of Telephone and Field BDMs

As the Business Account Manager, you will be key to the support of new business enquires and assisting your broker client accounts with product knowledge and lending criteria, ensuring our product options are given in full, with the goal of the product beingtaken out. Duties will involve:

- Set up and enact telephone contact strategy with regional panel of brokers to develop relationships with them, get to know and understand their business and provide detailed and tailored information to intermediaries on Fleet Mortgage’s products and lendingcriteria.
- Maximize new business potential within the scope of Fleet’s ongoing new business appetite.
- Achieve set targets through the development of both new and existing intermediary relationships within the current and day by day appetite for business.
- Use the Contact Relationship Management (CRM) system to maintain and keep up to date records of contact with intermediaries.
- Provide technical expertise to intermediaries on products and underwriting criteria and technical IT support to intermediaries and problem solve intermediary portal issues.
- Work collaboratively with all areas of the business.
- Take full responsibility for regularly updating own knowledge on company products, processes, and procedures in order to provide the best information at all times.
- Understand and keep up to date on competitor’s products.
- Act in a compliant manner at all times in line with regulatory guidelines.
- Support team members across sales and the whole business to meet service standards and achieve results.

To be successful for theBusiness Account Manager role you should ideally have:

- Proven sales experience in either a face to face or telephone-based environment is essential.
- Previous experience working in the Mortgage or Financial Services industry would be an advantage, but not essential.
- Excellent communication skills, both written and verbal, is essential.
- Enthusiastic, flexible and keen to learn and build a career in Financial Services.
- PC literate with a good knowledge of Microsoft Office products including Word, Excel, PowerPoint and Outlook.
- CeMAP would be an advantage, but not essential.

In return we can offer the opportunity to join an expanding organisation with an excellent reputation within the mortgage sector, salary up to £30k plus full benefits and some home working, with the opportunity to progress your career within the business.

Please submit your CV asap for immediate consideration.



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