Job responsibilities:
• Manage customers/partners to develop relationships and acquire business
from partners on regular basis.
• Follow up with warm leads and uncover new prospects to develop new
customers/partners.
• Use a varying sales approach to include some mix of telephone, email, inperson customer visits, creative marketing campaigns, conferences, user
groups, and other networking events.
• Respond to RFPs for new and existing customers.
• Manage and ensure data integrity in our CRM tool and provide weekly reports to
the managers.
• Engaging with contractors connectors and DSAs to directly reach out to the
customers.
Desired Skills/ Competencies
• Strong customer focus and commitment to continuous improvement.
• Ability to proactively network and establish effective working relationships.
• Good verbal and written communication skills, organizational and negotiation
skills.
• Strong consulting skills and demonstrated ability to work in a team environment,
as a member.
Position Overview:
The sales executive’s role is to evaluate and authorize approval of loan applications for
customers or for
business. You will act as a liaison between customers and our financial institution and
you will help
qualified applicants acquire loans in a timely manner.