Designation: Business Development Executive /Manager - SME

Division/Department: SME

Reports to: Branch Head / Cluster Head

Roles and Responsibilities

The incumbent would be responsible for :

Preparing a qualified CRM for different industry segments

Valuable networking / acquaintance / name recall with SME Industry Associations

¢ Good networking skills with Machinery Manufacturers & Dealers

¢ Meeting up prospective clients along for business development

¢ Focus on lead generation of SME business in the important Knowledge Segments where SFL had developed an expertise.

¢ Ability to Liaise / motivate the SFL Branch Channel for Lead Generation

¢ Interacting with the clients to understand the business model and evaluate the risks and mitigants

¢ Good understanding of Balance Sheet /P&L.; Ability to understand financial ratios.

¢ Prepare the Basic Information Report (BIR)



with utmost Quality, capturing all pertinent/relevant information / KYC information /Industry information about the client and submit to Risk Analyst.

¢ Ensure monitoring of collections for the cases they had under-written

¢ Ensure exceptions are managed and perfected well on time.

¢ Ensure that Post Disbursal Documents are collected and complied well on time.

Skills Required

¢ Domain Knowledge - Sound knowledge on SME Banking products

¢ Knowledge of balance sheet analysis

¢ Knowledge of different industry segments and understanding their working capital cycle

¢ A Go Getter attitude

Education Requirements: Graduate /MBA Finance or Marketing

📌 Business Development Executive (Chakan)
🏢 Sundaram Finance
📍 Chakan