Relationship Manager Sales (Talent Pool)

Lula is seeking a high-performance Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. The primary objective is to manage the end-to-end sales process for funding facilities between R10k and R500k. This role requires a specialist who can convert high-volume applications while strategically monitoring portfolio performance to facilitate increased capital exposure for growing businesses.

Key Responsibilities:

• High-Volume Conversion: Efficiently process and respond to business funding applications to meet and exceed monthly disbursement targets.
• Technical Application Analysis: Accurately interpret business bank data and financial metrics to determine which applications meet the criteria for Credit Risk assessment.
• Exposure Scaling: Proactively identify existing clients within the R10kR500k bracket who qualify for higher credit limits or increased capital exposure based on their repayment history and financial performance.
• Information Disclosure: Provide clear and accurate information regarding Lulas funding products pricing and terms ensuring clients are fully informed to make their own business decisions.
• Retention Management: Maintain a dedicated portfolio of repeat funding clients fostering long-term trust through consistent service excellence and timely communication.
• Pipeline Accuracy: Maintain a rigorous data-led sales pipeline providing leadership with factual reporting on status forecasts and conversion rates.

THE COMPETENCIES WERE AFTER

• Skilled in addressing client queries regarding facility terms interest rates and fees through factual product knowledge and value-proposition alignment.
• Proven ability to drive the sales process from initial inquiry to final disbursement ensuring favorable outcomes for both the client and Lula.
• Ability to leverage CRM data and financial trends to identify opportunities for capital expansion within the existing client base.
• Deep understanding of the mechanics of all funding products to provide comprehensive product information.
• Maintaining high activity levels and precision within a fast-paced high-pressure fintech environment.

THE SKILLS AND EXPERIENCE WERE LOOKING FOR

• Grade 12 is required; a Degree or Diploma in Finance Business or Accounting is highly desirable.
• Minimum 23 years of sales experience in a fintech or financial services environment with a track record of meeting or exceeding targets.
• Experience working with CRM platforms (Zendesk or similar) and Excel proficiency for data tracking is advantageous
• Commitment to upholding internal standards and legislative requirements ensuring all interactions remain within the non-advisory framework.

Please note: This is a talent piping initiative for future roles. We will review your profile and contact you as soon as a suitable position opens.