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- Tasks: Manage broker relationships and drive sales opportunities for investment solutions.
- Company: Crowd2Fund connects investors with businesses seeking funding, revolutionising the lending landscape.
- Benefits: Enjoy flexible working options, a dynamic team environment, and opportunities for professional growth.
- Why this job: Join a forward-thinking company making a social impact while developing your sales and relationship management skills.
- Qualifications: 3-5 years in sales or relationship management, preferably in fintech or financial services.
- Other info: Experience with CRM systems like HubSpot is a plus; strong communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Crowd2Fund is seeking a highly motivated and results-driven individual to join our Originations and Placement team as a Broker Relations Manager. The successful candidate will be responsible for originating a flow of investment opportunities for Crowd2Fund’s (C2F) registered investors, acting as a conduit between C2F’s broker network, internal teams within C2F, and clients (businesses borrowing from investors).
Key Responsibilities
- Relationship Management
- Act as the primary relationship manager for Crowd2Fund’s panel of brokers, maintaining strong partnerships and ensuring a steady flow of opportunities.
- Onboard new brokers and provide ongoing support to maximise engagement.
- Monitor broker performance and maintain a 2-way feedback loop.
- Build relations with directors of businesses listing on the platform and act as a guide through the C2F process.
- Sales
- Identify and develop new business opportunities through brokers and direct channels.
- Serve as the main point of contact for inbound sales inquiries, providing clear and timely responses.
- Nurture inbound direct sales inquiries and convert leads to direct deals on the platform.
- Represent Crowd2Fund within the industry, raising awareness of our investment and lending solutions.
- Communicate and negotiate offers with clients, working closely with the Credit team to make the right terms.
- Support clients through the crowdfunding process to ensure a smooth and efficient experience.
- Work towards key sales targets, contributing to the overall growth of the business.
- Stay informed on market trends and regulatory changes that may impact the business.
- Administrative
- Draft and manage key documentation, including client offer letters and broker referral agreements.
- Track and report sales performance against KPIs, providing insights to senior management.
- Liaise with internal teams, including Credit, Campaigns, Finance, and Support, throughout the deal lifecycle.
- Maintain accurate records in the CRM system, ensuring all broker and client interactions are logged correctly.
- Assist in refining sales strategies and improving internal processes.
- Build sales projections and manage data within the sales pipeline to drive insights and decisions.
Qualifications
- 3-5 years of experience in sales, relationship management, or related fields, preferably within the fintech, financial services, or technology sectors.
- Excellent communication, negotiation, and interpersonal skills.
- Strong organisational and time-management abilities.
- Detail-oriented with a focus on accuracy and efficiency.
- Ability to work independently and as part of a team.
- Proficient in Microsoft Office Suite and comfortable with IT systems and tools.
- Experience with CRM systems such as HubSpot is highly preferred.
Broker Relations Manager (SME Lending) employer: Crowd2Fund
Contact Detail:
Crowd2Fund Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Relations Manager (SME Lending)
✨Tip Number 1
Network actively within the fintech and financial services sectors. Attend industry events, webinars, and meetups to connect with brokers and potential clients. Building relationships in person can give you an edge when applying for the Broker Relations Manager role.
✨Tip Number 2
Familiarise yourself with Crowd2Fund's platform and its unique selling points. Understanding their investment and lending solutions will allow you to speak confidently about how you can contribute to their growth during interviews.
✨Tip Number 3
Stay updated on market trends and regulatory changes that affect SME lending. Being knowledgeable about the current landscape will demonstrate your commitment to the role and help you engage effectively with brokers and clients.
✨Tip Number 4
Prepare to discuss your experience with CRM systems, particularly HubSpot. Highlight specific examples of how you've used these tools to manage relationships and track sales performance, as this is crucial for the role.
We think you need these skills to ace Broker Relations Manager (SME Lending)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and relationship management, particularly within fintech or financial services. Use specific examples that demonstrate your ability to manage broker relationships and achieve sales targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of Crowd2Fund's mission. Mention how your skills align with the responsibilities outlined in the job description, especially in terms of relationship management and sales.
Highlight Relevant Skills: In your application, emphasise your communication, negotiation, and organisational skills. Provide examples of how you've successfully managed client relationships and driven sales in previous roles.
Showcase Industry Knowledge: Demonstrate your understanding of market trends and regulatory changes in the fintech sector. This will show that you are proactive and informed, which is crucial for the Broker Relations Manager role.
How to prepare for a job interview at Crowd2Fund
✨Showcase Your Relationship Management Skills
As a Broker Relations Manager, your ability to build and maintain relationships is crucial. Prepare examples of how you've successfully managed client or broker relationships in the past, highlighting your communication and interpersonal skills.
✨Demonstrate Sales Acumen
Be ready to discuss your experience in identifying and developing new business opportunities. Share specific instances where you converted leads into successful deals, as this will showcase your sales capabilities and understanding of the market.
✨Familiarise Yourself with Industry Trends
Stay updated on the latest trends in fintech and SME lending. Being knowledgeable about current market conditions and regulatory changes will not only impress your interviewers but also demonstrate your commitment to the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle challenges. Think of scenarios where you had to negotiate terms or resolve conflicts, and be prepared to explain your thought process and outcomes.
