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 advantages 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. Strong understanding of financial concepts, including cash flow analysis, credit evaluation, and repayment structures.

• Communication Skills: Excellent verbal and written communication skills to effectively articulate complex financial concepts and build rapport with clients.

• Sales Skills: Demonstrated ability to identify client needs, overcome objections, and close sales deals. Strong negotiation and persuasive skills are essential.

• Relationship Management: A customer-centric approach with the ability to build and maintain long-term client relationships. Prior experience in managing a client portfolio is advantageous.

• Results-Driven: Proven ability to meet or exceed sales targets and work independently in a fastpaced, target-oriented environment.

• Technology Proficiency: Comfortable in working within CRM systems, sales tools, and Microsoft Office Suite for sales documentation and reporting.

📌 Senior Executive - US Sales (Noida)
🏢 BIZ2X Platform Private
📍 Noida