It will be a value-added service for brokers
Specialist lender OSB Group is set to launch a high net worth (HNW) client management team, in order to better serve its existing customers and brokers across its lending brands, while investing further in this as a growth area for the business.
The team will be led by Simon Cockerill, head of intermediary sales development, and Marc Callaghan, who has returned to the group, alongside Krissy Salmon, who returns from maternity leave in early April.
The team will support the group’s HNW customers across the Precise Mortgages, Kent Reliance for Intermediaries and InterBay brands, and will be provided as a value-added service for brokers working with the group.
In order to best cater for clients’ evolving needs, the team will hold ongoing reviews with them and their brokers.
“Having worked with Krissy and Marc previously, we’re all really excited to be setting this division up,” Cockerill said. “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 of Coreco Specialist Finance, added: “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.”
Tune in to Mortgage Introducer TV this week for an exclusive interview with Simon Cockerill, looking in-depth at how the new team will function, and what this means for OSB Group’s overall strategy.