05 Sep
|
growthmonk
|
Chennai
05 Sep
growthmonk
Chennai
About the Role
We are looking for a driven Business Development Executive to join our Debt Advisory firm. The role focuses on sourcing and qualifying clients seeking secured bank loans, and managing the client relationship through document collection and regular follow-ups until disbursement. This is a client-facing, field-intensive role — the candidate will not be required to liaise with banks or NBFCs directly, as that will be handled by our credit/banking team.
Key Responsibilities
Client Sourcing : Identify and generate leads for prospective clients requiring secured business/property loans from banks, with a minimum ticket size of ₹2 Crore.
Collateral Assessment (Preliminary) : Screen prospects to ensure they possess adequate collateral to offer against the loan.
Eligibility Screening : Coordinate with clients to collect financial and KYC documents (ITRs, bank statements,
GST returns, financial statements, property papers, etc.) required to establish loan eligibility.
Client Coordination : Act as the primary point of contact for clients throughout the loan process — explaining requirements, clarifying doubts, and ensuring timely document submission.
Field Visits : Conduct regular in-person visits to clients for document collection, relationship building, and status follow-ups.
Pipeline Management : Maintain an updated record of leads, client status, and document tracking (CRM/Excel) and report progress to management.
Relationship Management : Build long-term relationships with clients for repeat and referral business.
📌 Business Development (Chennai)
🏢 growthmonk
📍 Chennai