Role & 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 effective 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 current business prospects and maximizing revenue potential from existing clients.

Preferred candidate profile

📌 Us Sales Wfo Noida Credit (India)
🏢 BIZ2X Platform Private
📍 India