Business Development Manager

Designation - Business Development Manager-(Loan Consultancy Division)

Experience - 3-7 Years

Salary - 5-9 LPA

Location - Jayanagar Bengaluru.

ROLE OVERVIEW

We are seeking a dynamic and results-driven Business Development Manager to spearhead growth for our Loan Consultancy vertical. The ideal candidate will have a strong network with corporates and a proven track record of sourcing and closing loan products across retail and corporate segments.

KEY RESPONSIBILITIES

• Identify and develop new business opportunities for business loans LAP working capital finance and other loan products.
• Generate leads through networking referrals digital outreach and partnership channels; coordinate with assigned Tele Caller / Lead Generator.
• Manage the complete loan sourcing cycle lead qualification document collection and disbursement follow-up. Application processing will be supported by execution team.
• Conduct client meetings financial needs assessments and loan eligibility evaluations.
• Achieve monthly and quarterly disbursement targets and revenue goals.
• Stay updated on RBI guidelines lending policies interest rate changes and market trends.
• Collaborate with internal teams (CA Practice Wealth Management) for cross-selling opportunities.
• Train guide and supervise the Tele Caller to maximize lead-to-conversion ratios.
• Maintain accurate CRM records of leads pipeline and client interactions.

REQUIRED QUALIFICATIONS & SKILLS

• Bachelors or Masters degree in Finance Business Administration or a related field.
• 3-7 years of experience in loan sales DSA (Direct Selling Agent) operations or financial services business development.
• Strong knowledge of SME lending products business loans LAP MSME loans etc.
• Established network with corporates and partnership channels.
• Excellent communication negotiation and presentation skills.
• Proficiency in MS Office CRM tools and lead management systems.
• Self-motivated target-oriented and capable of working independently.

PREFERRED ATTRIBUTES

• Prior experience as a DSA loan agent or BDM in a financial advisory / consultancy firm.
• Existing DSA empanelments with major banks and NBFCs.

WHAT WE OFFER

• Attractive fixed CTC with a high-performance incentive structure.
• Access to a diverse client base across CA CPA and Wealth Management verticals.
• Professional growth in a multi-service financial advisory environment.
• Supportive team with dedicated Tele Caller assistance for lead generation.

Required Skills:

Business DevelopmentLoan SalesDSAMSME LoansCorporate Loans