Broker Business Development Executive
Core
Build and maintain relationships with broker firms to secure new Business Rewards Accounts and manage the full client journey from referral to onboarding for established SMEs.
Role type
B2B sales executive (broker partnerships)
Builds
Business Rewards Accounts and cash-management products for SMEs
Domain
Fintech / Commercial Finance
Required skills
B2B sales, account management, stakeholder management, CRM management, portfolio management, consultative selling, commercial finance knowledge
Preferred skills
Business banking experience, commercial mortgages, asset finance
Technologies
CRM
Responsibilities
Manage a portfolio of commercial finance broker firms driving engagement and referrals; Build trusted relationships with broker firms to increase Allica's visibility; Introduce and support adoption of Business Rewards Account and cash-management products; Qualify lending opportunities and align firms with original brokers; Manage onboarded clients as the point of contact for complex enquiries; Collaborate with internal stakeholders and provide marketing support; Manage introducer portfolio through CRM discipline and meet objectives.