OSB Group, one of the leading specialist lenders has unveiled plans for a new High Net Worth Client Management Team under the leadership of Simon Cockerill, Head of Intermediary Sales Development.
Marc Callaghan returns to the group as Senior High Net Worth Client Account Manager, working alongside Krissy Salmon who comes back from maternity leave next month as High Net Worth Client Account Manager.
The focus of the team is to support high net worth customers across lending brands, Precise Mortgages, Kent Reliance for Intermediaries and InterBay. This comes off the back of strong growth seen across the lending brands within OSB Group and is a value added service for brokers.
The team will hold ongoing reviews with brokers and their clients to ensure a seamless service as well as ensuring they are getting the most from their relationship with the lender and their evolving borrowing requirements
Simon Cockerill, Head of Intermediary Sales Development, OSB Group commented: “Having worked with Krissy and Marc previously, we’re all really excited to be setting this division up. The new team will be getting in touch with brokers from April onwards to ensure we can help them to support their clients with any new borrowing or retaining their business. This also means we can help to review the requirements and best options for clients with their brokers. It’s a collaborative approach that keeps the broker at the epicentre of the relationship, teamed with our lending products and specialist sector knowledge.”
Julian Ingall, Director, Coreco Specialist Finance said: “This is another smart move from OSB Group in supporting brokers and clients where the service and relationship is key – working closely with Marc and Krissy to iron out any challenges in the process and making it easier to retain clients means a positive outcome for everyone.”
This news follows the recent announcement about OSB Group’s new BDM team model which is another way they are stepping up their broker support. It doesn’t stop there as developments will continue over the next quarter, again working to deepen their broker relationships and engagement.