12 Financial Development jobs in India

Designation - Business Development Executive

Company -  Invoyz Financial Solutions Pvt. Ltd. 

Tenure - Full-time Regular Employment Position.

Location - Bengaluru

Job Description 

Experience:  3+ years in working with distributors and stockists.

We are seeking a motivated and results-driven person for Business Loan / Supply Chain Finance / Working capital products, targeting medium-big distributors and big enterprises, but NOT to micro-enterprises. The ideal candidate will have a strong connection within FMCG distributors. It is good to have background in financial services sales particularly in supply chain funding, Business loan, working capital with a proven track record of meeting and exceeding sales targets in the business lending sector.

Job Content:

• Present and promote our business loan and SCF products and services to distributors and corporates, highlighting their features, benefits, and competitive advantages.

• Prospect and generate leads through various channels, including cold calling, networking events, and referrals.

• Conduct thorough needs assessments with potential clients to understand their financing requirements and business goals.

• Customize financial solutions to meet the specific needs of clients, including term loans, lines of credit, equipment financing, and other business lending products, showcasing their benefits and ROI.

• Collaborate closely with internal and 3rd party lending partners to develop customized finance solutions that meet client's specific requirements.

• Prepare and present loan proposals, outlining terms, conditions, and repayment schedules in a clear and compelling manner.

• Negotiate loan terms and conditions with clients to achieve mutually acceptable agreements while adhering to company policies.

• Build and maintain strong relationships with clients to foster repeat business and referrals.

• Keep informed about industry trends, competitive activities, and market developments to identify opportunities for growth.

• Meet or exceed sales targets and KPIs set by the company

• Customer Contract Management – right from engagement stage to Relationship Management for renewal of contract.

Requirements:

• Bachelor's degree in finance, business administration, or a related field (preferred).

• Proven experience in sales within the financial services sector, with a focus on supply chain finance, invoice financing, or related products.

• Strong understanding of supply chain finance principles and how they impact businesses' financial health.

• Excellent communication and presentation skills, with the ability to articulate complex financial concepts clearly and persuasively.

• Ability to work independently and collaboratively within a team environment.

• Proven ability to negotiate and close sales deals effectively.

Company Profile:  ‘Invoyz Financial Solutions Pvt. Ltd.' is a Bengaluru based financial services technology start-up with a focus on Supply Chain Financing products, for distributors and anchor companies.

Apply

Job Overview

We are seeking a Mid-Level Business Development Manager (Financial Services) at our client place based Gurgaon. This is a full-time position requiring effective business development strategies to enhance our client base. The candidate will focus on lead generation and trade finance while taking on a strategic role in our growth initiatives.

Roles and Responsibilities

• Develop and execute business plans to meet revenue targets and expand the company's client base.
• Drive the acquisition of new customers for Domestic Trade Finance Products-LC Bill Discounting & BG Bill Discounting, TReDS, Supply Chain Finance, Debt Syndication & Credit rating.
• Formulate and implement dynamic business development strategies that deliver results.
• Cultivate and strengthen robust relationships with clients to foster lasting partnerships.
• Identify new business opportunities and drive lead generation activities aligned with business goals.
• Conduct market research and competitor analysis to stay ahead in the Financial consulting industry.
• Negotiate and close business deals, ensuring a high level of client satisfaction.
• Maintain strong relationships with existing clients and partners, nurturing opportunities for growth.
• Monitor market trends and adjust strategies in response to economic and industry changes.
• Prepare reports and presentations to communicate business development progress to senior management.

Qualifications and Skills

• Expertise in business development with a proven track record in expanding market presence (Financial Products).
• Strong understanding of trade finance to support transaction underwriting and risk management (Mandatory skill).
• Capability of performing in-depth financial analysis for the assessment of potential business opportunities.
• In-depth knowledge and experience of financial products, including Working Capital Finance (CC/WCDL/LC/BG), Supply Chain Finance, Term Loans, Project Finance, and Credit Ratings.
• Skilled in strategic planning to help define and execute business growth strategies.
• Familiarity with credit rating principles to assess company creditworthiness and mitigate financial risks.
• Experience in debt syndication to structure and arrange large financial transactions effectively.
• Good communication and interpersonal skills.

Role Description

· Financial Sponsors Business Development plays a pivotal function in originating, tracking, and coordinating private equity-related deal flow across M&A, ECM, and LDCM.

· Mumbai role works alongside a London-based Director.

· The role requires strong relationship skills, acute attention to detail and ability to work under tight deadlines in a high-volume environment.

Key Responsibilities:

· Auction Pipeline Management: Assist in the production and maintenance of the Sponsor buyside M&A and financing pipeline. The pipeline enables the FSG, M&A and LDCM teams to align on coverage, outreach and deal positioning. Reviews of news sources e.g. MergerMarket also required.

· Client Relationship Presentations: Coordinate the production of presentations for client relationship meetings and client service team meetings. Pack of information typically i) summarises DBs relevance to the client’s investment strategy and portfolio; ii) showcases deal flow intelligence, including live and upcoming opportunities; iii) highlights DB’s credentials; and iv) reinforces relationship strength through tailored insights and proactive ideas.

· Various Database Management: Maintain the different databases integral to sponsor materials and adhoc queries include i) fund size database; ii) financial sponsors assets and iii) financial sponsors profiles where all information can be obtained from market data sources. Auction pipeline database can also be used for decks relating to Carve-Out and Minority opportunities, or opportunities that may arise from Stalled Situations.

· Adhoc Queries: Assist with queries received from FSG, coverage or product teams which could includes information on fund sizes and buyer interest for sellside pitches.

· Stakeholder Communication: The role involves liaising with the FSG team, sector and country coverage teams, product partners and senior bankers to ensure coordination and focus alignment.

· Process Improvement: Participate in process automation and system enhancements to improve efficiency and accuracy.

Key Skills and Qualifications:

· Bachelor’s degree in Finance, Accounting, or a related field.

· 2+years experience in financial sponsors business development or corporate finance.

· Strong understanding of M&A and capital markets products.

· Proficiency in Microsoft Excel and Powerpoint and preferably familiarity with market data services: MergerMarket, Pitchbook, Preqin and/or Factset

· Excellent analytical, problem-solving, and communication skills.

· Ability to work under pressure and manage multiple deadlines

Primary Location

Job

Schedule

Employee Status

Job Posting