At a Glance
- Tasks: Build relationships with financial advisers and promote investment products across Yorkshire.
- Company: Join Puma Investments, a growing business with a focus on innovation and client service.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborative team culture with opportunities for personal growth and learning.
- Why this job: Make a real impact in the investment sector while developing your career.
- Qualifications: Experience in sales, particularly with investment products and excellent client management skills.
The predicted salary is between 45000 - 50000 £ per year.
An exciting opportunity has arisen for an experienced Business Development Manager to join our growing business. Working as part of the overall Business Development team, this role plays a crucial part 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 UK Financial Advisers across Yorkshire.
Key Responsibilities
- Work closely with the regional Internal BDM to provide ongoing support, assistance and exceptional customer service for our clients, both current and prospective.
- Build and deliver the business plan for the region.
- Responsible for promoting and fundraising for Puma Investments’ range of offerings, including VCT, EIS and IHT offers through proactive measures to increase fundraising.
- Conduct face to face meetings, host training events such as workshops and seminars, and execute any initiatives agreed with the Head of Business Development.
- Work with the regional Internal BDM to handle incoming queries from financial intermediaries, actioning as appropriate.
- Attend and speak at roadshows and events, acting as an ambassador for Puma Investments.
- Gather feedback via the adviser market to help develop new products and campaigns.
- Work closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing teams to facilitate the best support possible for our primary clients.
Experience and Skills required
- Demonstrable experience in a sales role, specifically focused on investment products.
- Experience working with intermediaries, particularly IFAs, ideally in respect of tax-efficient products.
- Excellent client relationship management and interpersonal skills, with the motivation and ability to deliver exceptional customer service.
- High quality consultative sales skills and approach.
- Ability to build and grow own bank of clients (advisers).
- Possess a drive and attitude to excel in a high-performing sales-based environment whilst maintaining high levels of client service and integrity.
- Interest in self-development, continually looking for ways to improve and develop individually and the business.
- An ability and appetite to learn a new product set.
- Experience of using CRM systems, Excel and PowerPoint.
Personal Attributes
- Kind.
- Values-driven.
- Excellent communicator.
- Collaborative and approachable.
- 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 challenges.
- Organised, rigorous and disciplined.
- Pragmatic and practical.
- Inquisitive, keen to understand ‘why?’
Business Development Manager, Yorkshire in Leeds 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 Business Development Manager, Yorkshire in Leeds
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We think you need these skills to ace Business Development Manager, Yorkshire in Leeds
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.
