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White Oak

Broker Development Manager

Broker – London, London, City of
Department Broker
Employment Type Full-Time
Minimum Experience Experienced

We have a great opportunity for a Broker Development Manager to join the team working in the South.

 

Description of role and key responsibilities:

 

• Generate new and develop existing relationships with finance brokers as introducers to White Oak

• Issue/fulfil partner trading agreements, and system registration process

• Partner/broker set up and updating of internal systems such as Salesforce/Lease soft/Pivot platforms

• Manage broker relationships against agreed quarterly and annual volume, yield and behavioural requirements

• Help develop existing broker panel to achieve overall Team target. This includes helping brokers understand our range of products and spending time with them to forge meaningful relationships 

• Establish & qualify business opportunities within member associations, business groups, and regulatory bodies to extract opportunities

• Attend where relevant trade exhibitions, seminars and networking events as required

• Where the potential is significant, liaise with the Head of broker to assist with capture or to develop to next stage of growth

• Ensure all brokers are aware of available products and respective rates

• Provide bimonthly update of progress on activity i.e. the number of meetings and their potential/success to Head  of Broker and Strategic Partnerships

• Identify and present to Head of Broker and Strategic Partnerships any new scheme opportunities

• Close working relationship with internal support team and credit functions 

 

 

Core Skills and Knowledge:

 

Product Knowledge: Sound awareness of asset finance products and the indirect sales model

Technical Knowledge: AML/KYC, Finance Agreements, Computer Applications, Credit & Documentation processes and requirements

Relationship Management: Ability to maintain strong relationships and communicate with key stakeholders internally and externally via telephone and email. Capable of working independently as well as part of a team

Analytical Skills: Ability to engage in logical reasoning and analysis. Demonstrate high accuracy levels. Excellent organisational, time management and reasoning skills.

White Oak Specific Knowledge: Knowledge of White Oak

transactions procedures, processes and compliance protocols.

Exceptionally self-motivated

 

Any other attributes that would be helpful, but not essential for the role:

 

• High attention to detail

• Proven administration experience

• Ability to work independently

• Excellent Telephone manner

• Considered Approach

• Exemplary time management

• Effective communication skills

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  • Location
    London, London, City of
  • Department
    Broker
  • Employment Type
    Full-Time
  • Minimum Experience
    Experienced
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