SBA Easy Business Private Limited jobs - Sales Business Development Officer

Identify and Generate Leads:

• Source potential clients through networking, cold calling, and referrals.
• Conduct thorough research to identify new markets and customer needs.

Build and Maintain Client Relationships:

• Engage with potential clients to understand their loan needs and financial goals.
• Maintain regular follow-ups to ensure client satisfaction and identify upselling opportunities.

Product Promotion and Sales:

• Present SBA’s loan products to clients, highlighting the benefits of partnering with SBA for their financing needs.
• Use a consultative sales approach to recommend appropriate loan products based on the client’s profile.

Meet Sales Targets:

• Work towards monthly and quarterly disbursement targets and conversion goals.
• Collaborate with the sales team to develop strategies that drive sales performance.

Conduct Market Research:

• Stay up-to-date with industry trends, competitor offerings, and market conditions.
• Provide insights to the management team to refine product and sales strategies.

Coordinate with Banks and Financial Institutions:

• Liaise with SBA’s partner banks to ensure smooth loan processing and address any client-related queries.
• Gather information about new loan products or changes in terms from partner institutions to better inform clients.

Record-Keeping and Reporting:

• Maintain accurate records of client interactions, transactions, and sales activities in the CRM system.
• Prepare periodic reports on sales progress, conversion rates, and client feedback for management review.

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• 2+ years of experience in sales, business development, or a similar role in the financial sector, preferably with a focus on loan products.
• Demonstrated success in achieving sales targets and building client relationships.

• Sales and Negotiation: Strong ability to influence and negotiate to close deals effectively.
• Financial Acumen: Basic knowledge of loan products and an understanding of financial documents.
• Communication and Interpersonal Skills: Excellent verbal and written skills with an ability to build rapport.
• Problem-Solving: Analytical thinking to assess client needs and offer suitable financial solutions.
• Customer Service Orientation: A client-first approach to provide exceptional service and support.

• Monthly and quarterly sales/disbursement target achievement.
• Lead conversion rate and successful deal closure ratio.
• Client retention and satisfaction levels.
• Cross-selling and upselling effectiveness.