Broker Account Manager

3 years of experience in business lending Experience in a FinTech company is ideal Around 3 years of experience in relationship/account management Existing network or clear understanding of the broker channel Experience analyzing business financials Experience using HubSpot is beneficial Highly organized with ability to manage accounts Eager to travel as and when required

Build strong relationships with existing brokers Source new brokers and train them on products Analyze referrals and provide indicative offers Provide insights and feedback from brokers Drive revenue across existing and new products Improve broker processes, onboarding, and efficiency