Key Responsibilities:
Consultative Selling: Understand the unique financial needs of prospective clients and provide lending solutions that align with their business goals and requirements.

Relationship Building: Establish and nurture long-term relationships with clients, acting as their primary point of contact throughout the entire sales process and beyond.

Needs Assessment: Conduct thorough needs assessments to evaluate clients' financial situations, cash flow, and repayment capabilities to determine the feasibility of lending options.

Product Knowledge: Stay up to date with the latest trends and developments in lending and related financial products to effectively communicate the value proposition and benefits to clients.

Offer Development: Prepare and present comprehensive proposals that outline the terms, conditions, rates, and repayment schedules of lending options.

Negotiation and Closing: Engage in price negotiations, address objections, and work towards closing deals that are mutually beneficial for the client and the company.

Cross-Functional Collaboration:



Collaborate with internal teams, including underwriting, credit, and legal departments, to ensure a smooth and efficient loan origination process.

Pipeline Management: Maintain accurate and up-to-date records of all client interactions, prospects, and sales activities using the CRM system.

Achieve Sales Targets: Meet or exceed monthly and quarterly sales targets by actively pursuing new business opportunities and maximizing revenue potential from existing clients.

Requirements:

Education: Bachelor's degree in finance, business administration, or a related field is preferred. Experience: Proven track record of success in sales or business development, preferably in the financial services industry. Solid understanding of financial concepts, including cash flow analysis, credit evaluation, and repayment structures.

Communication Skills: Excellent verbal and written communication skills to effe

📌 Funding Specialist (Noida)
🏢 BIZ2X Platform Private
📍 Noida