Financial Services Professional

We are looking for a dynamic and driven Financial Solutions Professional to join our team. You will be responsible for identifying and acquiring clients, offering tailored financial solutions including unsecured and secured business loans. The ideal candidate has a strong B2B sales background and an understanding of industry-specific challenges and financing needs.

Key Responsibilities:Identify, target and onboard clients with business loan or equipment/software financing requirements.Generate leads through networking, cold calling, referrals and client visits.Conduct detailed needs analysis to match financial products to client needs.Maintain and grow a pipeline of qualified opportunities and achieving monthly loan disbursal targets.Work closely with credit and risk teams to ensure smooth loan processing and client satisfaction.Ensure all documentation, customer due diligence and KYC norms are followed as per regulatory and company guidelines.Build long-term relationships with business owners or decision-makers.Stay updated on industry trends, competitor offerings and lending norms.Track client lifecycle events (e.g. new project wins, merger, expansion plans) for upselling opportunities. Required Qualifications & Skills:Diploma/ Bachelor’s Degree in Business, Finance, Marketing or other related field.2–4 years of sales experienceOn-the-job training will be provided.Excellent communication and negotiation skills.Result-oriented with the ability to work independently and in teams.