• Establish and nurture robust relationships with current SME clients
• Perform regular check-ins and conduct business reviews to gain insights into client requirements and improve overall satisfaction
• Identify prospective SME clients and formulate outreach strategies
• Advocate for the company’s lending products and services specifically designed for SMEs
• Meet and exceed monthly and quarterly sales objectives related to loan origination
• Evaluate the financial stability of SMEs through the analysis of financial statements and credit histories
• Support clients in comprehending loan prerequisites and the documentation necessary for approval
• Collaborate closely with underwriting and risk management teams to facilitate the prompt processing of loan applications
• Ensure that all lending practices adhere to regulatory standards and internal policies
• Remain updated on industry trends, market conditions, and the competitive landscape
• Provide insights to management regarding product offerings and client needs

Requirements

• A Bachelor’s degree in Finance, Business Administration, or a related field is required. An advanced degree such as a Master’s or relevant professional certifications (e.g., CFA or CPA) is an advantage
• A minimum of 3 to 5 years of experience in relationship management, sales, or lending within the financial services industry is required, with a preference for candidates with experience working with small and medium-sized enterprises (SMEs)
• Proven success in achieving or exceeding sales targets is essential