Sales - SME Loan

EPS Consultants; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A financial consultancy firm in Kuala Lumpur is seeking a motivated Sales - SME Loan professional to drive sales of loan products for small and medium enterprises. The ideal candidate will have experience in sales and a strong understanding of SME financing. This role involves generating leads, conducting financial analyses for clients, and maintaining long-term relationships. The successful applicant will have a Bachelor’s degree in Finance or Business Administration and proven sales success.

Qualifications

• Minimum of 2-3 years of experience in sales, preferably in banking or finance.
• Strong understanding of SME financing options.
• Proven track record of meeting sales targets.

Responsibilities

• Identify and target potential SME clients for loan products.
• Generate leads through networking and referrals.
• Conduct financial analyses and prepare loan proposals.
• Provide information about loan products and terms.
• Assist clients with loan applications.
• Build long-term client relationships.

Skills

Relationship building

Sales strategy execution

Financial analysis

Communication skills

Problem-solving skills

Education

Bachelor’s degree in Finance or Business Administration

Tools

MS Office

Financial analysis tools

Job description

The Sales - SME Loan role is designed for motivated individuals who will be instrumental in driving sales of Small and Medium Enterprise (SME) loan products. The ideal candidate will have a passion for helping businesses access the financing they need, along with a strong aptitude for relationship building and sales strategy execution.

Responsibilities

• Identify and target potential SME clients to promote loan products, assessing their financial needs and determining suitable solutions.
• Generate leads through networking, referrals, and developing relationships with local businesses.
• Conduct thorough financial analyses of client businesses and prepare loan proposals tailored to their specific needs.
• Provide clients with comprehensive information about loan products, terms, and the application process.
• Assist clients in completing loan applications and gather necessary documents for loan processing.
• Build long-term relationships with clients and maintain ongoing communication throughout the loan lifecycle.
• Stay updated on market trends, economic changes, and regulatory developments related to SME lending.
• Meet or exceed sales targets and KPIs, preparing regular sales reports for management.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• Minimum of 2-3 years of experience in sales, preferably in banking, finance, or SME lending.
• Strong understanding of SME financing options and loan products.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Proven track record of meeting or exceeding sales targets.
• Strong analytical and problem-solving skills to assess client financial situations.
• Self-motivated, target-driven, and able to work independently.
• Proficient in MS Office and financial analysis tools.