Sales Executive (Financial) – IT Industry

RECRUIT NOW SINGAPORE PTE. LTD.; Singapore; On-site; SGD 45,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is looking for a Finance Specialist in IT to identify and onboard clients requiring tailored financial solutions. The ideal candidate should have 2–4 years of sales experience, especially in the IT sector. Responsibilities include lead generation, needs analysis, and maintaining client relationships to achieve loan disbursal targets. This position offers an opportunity to work closely with credit and risk teams to ensure client satisfaction.

Qualifications

• 2–4 years of sales experience.
• Proven experience in dealing with clients in the IT/Communication industries.

Responsibilities

• Identify, target and onboard clients in the IT sectors 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 for upselling opportunities.

Skills

B2B sales background

Client relationship management

Needs analysis

Understanding of IT financing

Education

Diploma/ Bachelor’s Degree in Business, Finance, Marketing or related field

Job description

Finance Specialist – IT

You will be responsible for identifying and acquiring clients in the IT industry, 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.

• Location: Bukit Batok
• Monday to Friday: 8:30AM to 6:00PM

Key Responsibilities

• Identify, target and onboard clients in the IT sectors 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

• 2–4 years of sales experience
• Diploma/ Bachelor’s Degree in Business, Finance, Marketing or other related field
• Proven experience in dealing with clients in the IT/Communication industries