Identify and approach prospective clients through various channels including networking, referrals, digital marketing, and partnerships.
Develop strategic acquisition campaigns targeting SMEs, project developers, and high-potential individuals in need of financing.
Client Onboarding & Relationship Building
Qualify leads and assess client readiness for funding applications.
Guide clients through the onboarding process, ensuring accurate documentation and clear communication of required steps
Build strong relationships with clients to foster trust and long-term engagement.
Liaison Between Clients & Investors
Act as the main point of contact between clients and our investor/lender network.
Ensure that clients' financial proposals and applications are well-prepared and aligned with investor requirements.
Coordinate meetings, presentations, and follow-ups between parties.
Market & Product Insight
Stay updated on market trends, funding instruments, and investor expectations.
Work closely with internal teams to improve product offerings and value proposition based on client feedback and investor input.
Reporting & Performance Monitoring
Track and report acquisition metrics, conversion rates, and client satisfaction.
Provide insights and recommendations for optimizing the acquisition funnel.
Desired Candidate Profile
Bachelor's degree in Business, Finance, Marketing, or related field (MBA is a plus).
3+ years of experience in client acquisition, financial services sales, or business development, preferably in a loan brokerage or investment facilitation environment.
Strong understanding of loan products, investor requirements, and funding processes.
Exceptional interpersonal, negotiation, and presentation skills.
Proficient in CRM tools, lead management systems, and Microsoft Office Suite.
Job Type: Full-time
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