Allica Bank

Broker Relationship Manager

Remote, UK. Posted a month ago

The role

You will build and manage a portfolio of commercial finance introducers. You will qualify and progress Invoice Finance opportunities from initial enquiry through to completion.

What you will do

  • Map and prioritise your portfolio of commercial finance introducers
  • Take on day-to-day management of introducer relationships
  • Review, encourage, manage, and progress Invoice Finance applications
  • Qualify Invoice Finance opportunities and ensure alignment with product route
  • Manage a portfolio of onboarded introducers as a point of contact for complex enquiries
  • Collaborate with internal stakeholders, attend events and webinars
  • Provide introducers with knowledge packs, marketing support, and joint initiatives
  • Manage your introducer portfolio through CRM discipline

Required qualifications

  • Proven track record in effective B2B sales and account management
  • Experience managing multiple stakeholders and leading accounts through a change management process
  • Comprehensive understanding of SMEs and the role of trusted advisors and professional service firms
  • Understanding of commercial finance and Invoice Finance brokers
  • Excellent interpersonal skills
  • Proven track record of delivering an excellent customer experience and generating new revenue opportunities
  • Experience working within Invoice Finance industry or commercial finance
  • Excellent communication and presenting skills for in-person/online meetings, webinars, and events
  • Portfolio management, CRM management, and reporting skills

Benefits

  • Full onboarding support and continued development opportunities
  • Options for flexible working
  • Regular social activities
  • Pension contributions
  • Discretionary bonus scheme
  • Private health cover
  • Life assurance
  • Family friendly policies including enhanced Maternity & Paternity leave

About the company

Allica is the UK’s fastest growing company and the fastest-growing financial technology (Fintech) firm ever. Their purpose is to help established SMEs.