About the role
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 R10k–R500k 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 Lula’s 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 WE’RE 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 WE’RE LOOKING FOR
- Grade 12 is required; a Degree or Diploma in Finance, Business, or Accounting is highly desirable. - Minimum 2–3 years of proven sales experience with a track record of meeting or exceeding targets. - Technical Proficiency & Adaptability: Strong technical aptitude with a proven ability to leverage AI tools and seamlessly adapt to emerging technologies and modern sales trends. - 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.
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