At a Glance
- Tasks: Drive business growth by building relationships with wealth managers and IFAs.
- Company: Join Puma Investments, a dynamic firm focused on innovative investment solutions.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional development.
- Other info: Exciting opportunity for career growth in a supportive and energetic environment.
- Why this job: Be an ambassador for Puma Investments and make a real impact in the finance sector.
- Qualifications: Sales experience with intermediaries and strong client relationship skills required.
The predicted salary is between 45000 - 50000 £ per year.
An exciting opportunity has arisen for two ambitious and committed individuals to join as a Business Development Manager, with a hybrid focus of internal and external business development efforts and activity. Working as part of the Business Development team, these roles will assist in raising the profile of Puma Investments and its range of investment offers. The primary focus will be on developing existing and new relationships with wealth managers and IFAs. One role will cover the East Midlands, whilst the other will cover East Anglia.
Key Responsibilities
- Offering ongoing support and management to our clients (current and prospective)
- Liaising with internal and external parties to ensure effective communication relating to inbound contact, requests for literature and investor information
- Handling telephone queries from financial intermediaries and actioning as appropriate
- Responsibility for helping to increase fundraising through proactive measures such as cold calling to arrange meetings and any initiatives agreed with the Head of Business Development
- Attending and speaking at roadshows and events alongside and acting as an ambassador for the Puma Investments business
- Working closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing team
- Gathering of feedback via the adviser market to help develop new products and sales and marketing campaigns
- Contributing to the delivery of regional, quarterly fundraising targets
Experience and Skills required
- Proven experience in a sales role working with intermediaries (particularly IFAs), ideally in respect of 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 own bank of clients (advisers)
- The drive and attitude to excel in a sales‑based environment whilst maintaining high levels of client services and integrity
- Previous experience of working with CRM systems (ideally Dynamics)
- Sound commercial knowledge
Personal Attributes
- Kind
- Values‑driven
- Excellent communicator
- Adaptable and willing to get stuck into whatever needs doing
- Depth of character and gravitas but operating with humility
- The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
- Energy, dynamism, and passion for complex business challenge
- Organised, rigorous and disciplined
- Pragmatic and practical
- Inquisitive, keen to understand ‘why?’
Hybrid Business Development Manager x 2 (East Midlands / East Anglia) employer: Puma Capital Group
Puma Investments is an exceptional employer that fosters a dynamic and supportive work culture, particularly for the Business Development Manager role in Yorkshire. With a strong emphasis on employee growth and development, we offer unique opportunities to engage with financial advisers while promoting innovative investment products. Our commitment to integrity and collaboration ensures that you will thrive in a high-performing environment, making a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Business Development Manager x 2 (East Midlands / East Anglia)
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Puma Capital Group!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Hybrid Business Development Manager x 2 (East Midlands / East Anglia)
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Puma Capital Group, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Puma Capital Group
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Puma Capital Group’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
