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Job details:
Senior Business Development Executive – SME Loans & Business Advisory
Location: Vadodara, Gujarat
Employment Type: Full-time | On-site
Experience: 3–6 Years
Industry Preference: Banking | NBFC | DSA | SME Lending | Financial Services
Compensation: Competitive Salary + Performance-Linked Incentives
Company Description
Credify Edge is a startup consultancy and business growth advisory firm helping entrepreneurs, startups and MSMEs build legally sound, financially credible and growth-ready businesses.
We support businesses across different stages of their journey through services including:
- Business Loans & MSME Funding
- Business Structuring & Incorporation
- Startup India / DPIIT Recognition
- Startup Income Tax Exemption under Section 80-IAC
- Trademark & Brand Protection
- ROC & Corporate Compliance
- Legal Drafting & Agreements
- Business Registrations
- Funding & Business Growth Advisory
Our approach combines legal, financial, banking and business expertise to help entrepreneurs make practical decisions that improve their compliance, credibility, bankability and long-term scalability.
Role Description
We are looking for a Senior Business Development Executive who can independently generate business opportunities, with a primary focus on SME/MSME Business Loans and Funding Advisory.
This is a client-acquisition and relationship-development role for an experienced sales professional who is comfortable interacting directly with business owners, promoters and decision-makers.
The candidate will be expected to develop his/her own business pipeline through direct sourcing, professional networking, referrals and market relationships rather than depending only on company-generated leads.
In addition to business loans, the candidate will identify opportunities to cross-sell other Credify Edge services including incorporation, trademark registration, ROC compliance, legal drafting, Startup India recognition and Section 80-IAC tax exemption.
Key Responsibilities
- Independently source SME/MSME clients requiring Business Loans, Working Capital, Cash Credit, OD, Term Loans, LAP and other business funding solutions.
- Identify and approach potential clients including entrepreneurs, promoters, startups, MSMEs and growing businesses.
- Build and maintain referral relationships with other professional referral partners
- Conduct preliminary discussions with clients to understand their business, funding requirement and financial position.
- Undertake basic preliminary assessment of prospective loan clients based on turnover, GST returns, ITRs, financial statements, banking transactions and existing borrowings.
- Qualify opportunities before forwarding cases for detailed loan processing.
- Build and maintain a healthy sales pipeline through direct market sourcing, referrals, networking and relationship development.
- Conduct regular client meetings and field visits across Vadodara and surrounding business/industrial areas.
- Present Credify Edge's services in a professional and solutions-oriented manner.
- Identify cross-selling opportunities for other services of Credify Edge.
- Manage client follow-ups from initial discussion through conversion.
- Coordinate with internal advisory and operations teams for proposals, documentation and execution.
- Develop long-term client relationships resulting in repeat and referral business.
- Maintain regular records of prospects, meetings, follow-ups, conversions and revenue generated.
- Prepare periodic business development and pipeline reports for management.
Qualifications & Experience
- 3–6 years of relevant Business Development / Sales experience.
- Candidates with experience in SME Lending, Business Loans, Working Capital Finance, Banking, NBFC, DSA or Business Banking will be strongly preferred.
- Proven ability to independently generate business through direct sourcing and professional networks.
- Existing relationships with SME owners, CAs, accountants, consultants or other business referral channels will be a significant advantage.
- Good understanding of SME/business loan products including Working Capital, CC/OD, Term Loans, Business Loans and LAP.
- Basic understanding of GST returns, ITRs, financial statements, bank statements and business financials will be preferred.
- Strong New Business Development, Lead Generation and Pipeline Management capabilities.
- Excellent communication, negotiation and client relationship-management skills.
- Confidence in interacting with founders, promoters, directors and senior business decision-makers.
- Strong follow-up ability and a result-oriented approach.
- Ability to work independently with minimal supervision and handholding.
- Comfortable with field sales, client meetings and local travel.
- Working knowledge of CRM tools, MS Office and basic sales reporting.
Educational Qualification
Bachelor's degree in Business, Commerce, Finance, Management or a related field.
MBA / postgraduate qualification in Finance, Marketing or Business Management will be an advantage.
However, relevant experience, market network and proven ability to independently generate business will be given greater importance than academic qualification.
Ideal Candidate
You could be a strong fit for this role if you are currently working as a:
- SME Relationship Manager
- Business Loan Relationship Manager
- Working Capital Relationship Manager
- Business Development Manager – Financial Services
- SME / MSME Loan Sales Manager
- DSA Relationship Manager
- Business Banking Sales Professional
- Corporate / B2B Sales Professional
We are specifically looking for someone who enjoys meeting business owners, developing professional relationships, creating opportunities and converting them into long-term business relationships.
What We Offer
- Competitive salary based on experience and existing market network
- Attractive performance-linked incentives
- Opportunity for uncapped earnings based on business generated
- Exposure to multiple business advisory and financial service verticals
- Opportunity to work directly with entrepreneurs, startups and MSMEs
- Scope to grow with an expanding business consultancy firm
Join Credify Edge
If you have experience in SME/business loan sourcing and can independently develop business relationships, we would like to hear from you.
Location: Vadodara
Contact: 7041774470
- Email: credifyedge@gmail.com
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