Business Development Executive - Leeds, United Kingdom - Aimee Willow Connex

Description

The Role

The Business Development Executive is responsible for providing proactive support to the Business Development Directors and delivering excellent service to our introducers

and prospects.

Working alongside the Operations Team, you will provide a seamless onboarding service, whilst building and maintaining relationships with internal and external stakeholders.

The Responsibilities

• Support Business Development Directors in all aspects of the client journey.
• Deliver excellent levels of service to introducers and prospects.
• Take ownership of any concerns and resolve them within 24 hours.
• Support the Business Development and Operations teams, to successfully onboard clients, by providing key communication between internal and external stakeholders - introducers, prospects, solicitors, accountants and our business (Operations and Finance) to ensure a smooth prospect transition.
• Develop and nurture internal and external stakeholder relationships.
• Ensure accurate and timely data-entry within the CRM Portal.
• Manage client files on CRM and SharePoint - saving supporting information and recording details of client correspondence.
• Assisting in obtaining and collating client documentation.
• Involvement in the internal credit process, including CRM entry into the credit paper, collating approvals and completing Credit Committee minutes.