Job Description
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
Positive networking / acquaintance / name recall with SME Industry Associations
¢ Positive networking skills with Machinery Manufacturers & Dealers
¢ Meeting up prospective clients along for business development
¢ Focus on lead generation of SME business in the significant 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