Senior Executive - US Sales
Biz2X · Noida · onsite · Posted 22d ago
About a minute. You'll make an account on the way through.
About this role
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.
Sourced from naukri
Skills
About Biz2X

Biz2X
Financial Services
201-500
employees
2019
7 years old
New York, New York
United States
₹15.5L PA avg
Avg at Biz2X
About
The Biz2X Platform is the natural outgrowth of Biz2Credit’s established platform software that brands like HSBC and Popular Bank have chosen to launch new online lending initiatives. With enhanced loan management, servicing, risk analytics and a configurable customer journey, Biz2X is helping banks like these run their lending operations at scale.
Biz2X uses a streamlined user interface, AI-driven analytics and a customizable white label environment to help banks enhance their core services such as offering focused customer service, growing their portfolio, and increasing the use of their different products. The Biz2X Platform offers end-to-end loan management features, including:
• A Risk Analytics Tool Suite
• Credit Policies Configured to Banks’ Needs
• An Intelligent, Dynamic Application for Each Product Type
• Low to No IT Work Required
• Cross-Device Compatibility
These are some of our favorite awards:
Inc. 5000: 2022, 2021, 2020
Great Place to Work: 2022, 2021, 2020, 2019
American Banker Best Places to Work in Fintech: 2022
Finovate Awards: 2021
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Employee ratings
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Culture
2.7
Career growth
2.8
Work-life
2.7
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