Business Development Executive
CapitalFlex
Bengaluru, Karnataka, India0–5 yrs55m agovia LinkedIn
About CapitalFlex
CapitalFlex is a leading Direct Selling Agent (DSA) partnered with India's top Private Banks, Public Sector Banks, and NBFCs. We provide a wide range of financial solutions, including Personal Loans, Business Loans, Home Loans, and Loan Against Property (LAP). We are looking for dynamic and result-oriented individuals to join our growing sales team and contribute to business expansion while building a rewarding career in the financial services industry.
About the Role
As a Business Development Executive, you will help customers find the right loan solutions while building strong relationships in the market.
Key Responsibilities
- Conduct market visits and area mapping to identify potential customers and business opportunities.
- Generate leads through field activities, referrals, networking, and existing customer relationships.
- Understand customer financial requirements and recommend suitable loan products.
- Promote Personal Loans, Business Loans, Home Loans, Loan Against Property (LAP).
- Collect and verify customer documents such as KYC, salary slips, income proofs, and bank statements.
- Coordinate with banks and customers to ensure smooth loan processing and timely disbursement.
- Build and maintain strong customer relationships to generate repeat business and referrals.
- Provide regular updates to the reporting manager on daily activities, lead status, customer meetings, and sales performance, and submit required reports on time.
- Achieve monthly sales targets while maintaining quality standards and customer satisfaction.
- Keep track of market trends, competitor activities, and customer feedback.
- Ensure compliance with company policies and banking guidelines.
Key Skills
- Business Development
- Field Sales
- Lead Generation
- Customer Acquisition
- Relationship Management
- Loan Sales
- Banking Products
- Communication Skills
- Negotiation Skills
- Customer Handling
- Market Research
- Cross Selling
- Sales Target Achievement
- Documentation Verification
- Customer Retention
- Team Collaboration
Qualifications
- PUC / 12th Pass / Any Graduate
- English & Kannada
- Knowledge of Hindi, Tamil, Telugu or other Indian languages is a plus.