Senior Executive - US Sales

BIZ2X Platform Private Limited; Uttar Pradesh; On-site; INR 600,000 - 900,000; Full time

Job summary

BIZ2X Platform Private Limited is seeking a sales-focused professional in Uttar Pradesh to drive lending solutions for business clients. The role emphasizes consultative selling, relationship management, and market knowledge to propose favorable terms and repayment plans.

Candidates should demonstrate strong communication, negotiation, and closing skills, with experience in CRM usage and sales documentation to track prospects and revenue opportunities.

Qualifications

• Bachelor's degree or higher in finance, business admin or related field.
• Excellent verbal and written communication skills.
• Proven track record in sales or business development in financial services.
• Strong understanding of cash flow, credit evaluation and repayment structures.

Responsibilities

• Consultative selling to understand client needs and provide lending solutions.
• Build and nurture long-term client relationships as primary contact.
• Conduct needs assessments of clients’ financials and repayment capabilities.
• Maintain up-to-date knowledge of lending products and market trends.
• Develop comprehensive proposals outlining terms, rates and schedules.

Skills

Consultative selling

Relationship building

Needs assessment

Product knowledge

Negotiation

CRM systems

Sales documentation

Communication

Closing deals

Education

Bachelor's degree in Finance

Tools

CRM software

Microsoft Office

Job description

Key Responsibilities:

• Consultative Selling: Understand the unique financial needs of prospective clients and provide lending solutions that align with their business goals and requirements.


• Relationship Building: Establish and nurture long-term relationships with clients, acting as their primary point of contact throughout the entire sales process and beyond.


• Needs Assessment: Conduct thorough needs assessments to evaluate clients' financial situations, cash flow, and repayment capabilities to determine the feasibility of lending options.


• Product Knowledge: Stay up to date with the latest trends and developments in lending and related financial products to effectively communicate the value proposition and benefits to clients.


• Offer Development: Prepare and present comprehensive proposals that outline the terms, conditions, rates, and repayment schedules of lending options.


• Negotiation and Closing: Engage in price negotiations, address objections, and work towards closing deals that are mutually beneficial for the client and the company.


• Cross-Functional Collaboration: Collaborate with internal teams, including underwriting, credit, and legal departments, to ensure a smooth and efficient loan origination process.


• Pipeline Management: Maintain accurate and up-to-date records of all client interactions, prospects, and sales activities using the CRM system.


• Achieve Sales Targets: Meet or exceed monthly and quarterly sales targets by actively pursuing new business opportunities and maximizing revenue potential from existing clients.

Requirements:

• Education: Bachelor's degree in finance, business administration, or a related field is preferred. Experience: Proven track record of success in sales or business development, preferably in the financial services industry. Strong understanding of financial concepts, including cash flow analysis, credit evaluation, and repayment structures.


• Communication Skills: Excellent verbal and written communication skills to effectively articulate complex financial concepts and build rapport with clients.


• Sales Skills: Demonstrated ability to identify client needs, overcome objections, and close sales deals. Strong negotiation and persuasive skills are essential.


• Relationship Management: A customer-centric approach with the ability to build and maintain long-term client relationships. Prior experience in managing a client portfolio is advantageous.


• Results-Driven: Proven ability to meet or exceed sales targets and work independently in a fastpaced, target-oriented environment.


• Technology Proficiency: Comfortable in working within CRM systems, sales tools, and Microsoft Office Suite for sales documentation and reporting.