Business Development Executive (BDE)

Job Overview

The Business Development Executive will focus on generating and converting both B2B and B2C leads within the designated local area and surrounding regions. This position requires proactive outreach through phone calls, scheduling appointments, conducting field visits, and understanding customer financial needs to offer appropriate loan or financial products. The Executive will operate within the specific business vertical assigned by management and is responsible for meeting the set targets.

Key Responsibilities

• Conduct in-person visits within the assigned local and nearby markets.
• Generate leads by calling prospective clients, conducting market visits, leveraging references, and networking.
• Engage with potential clients to understand their financial requirements and arrange meetings.
• Recommend suitable loan or financial solutions based on client needs during visits.
• Follow up regularly to convert leads into confirmed customers.
• Digitally collect and submit all necessary customer documentation.
• Maintain comprehensive records of leads generated, appointments scheduled, visits conducted, and conversions achieved.
• Consistently meet or exceed designated business development and lead generation goals.
• Become eligible for incentives tied to performance upon reaching targets.
• Execute additional duties within the assigned business vertical as instructed by management.