Lead generation: Actively identify and pursue potential clients through various methods like cold calling, referrals, and networking.
Client needs assessment: Meet with potential and existing clients to understand their specific business and financial needs.
Product recommendation: Propose and explain the features and benefits of different business loan products that best fit the client's situation.
Achieving targets: Meet or exceed monthly and quarterly sales quotas and performance metrics.
Relationship management: Build and maintain strong, long-term relationships with clients for repeat business and customer loyalty.
Customer service: Address client inquiries and resolve any issues that arise throughout the loan process.