Role Overview
We are looking for a high-energy Sales Development Representative (SDR) with prior
banking experience in SME working capital products. The role involves identifying,
qualifying, and nurturing SME clients—especially HNI and Ultra-HNI segments—and setting
up high-quality leads for the sales team.
Key Responsibilities
Identify and prospect SME clients with working capital requirements
Engage with HNI and Ultra-HNI SME customers via calls, emails, and meetings
Understand client business needs, financials, and funding requirements
Qualify leads and schedule meetings for the sales/relationship management team
Build and maintain a strong pipeline of SME prospects
Coordinate with internal sales and credit teams for smooth handovers
Maintain accurate CRM records and track lead progress
Stay updated on SME lending products, market trends, and competitor offerings
Required Skills & Experience
2–3 years of experience in banking/NBFC/fintech, preferably in working capital or SME
lending
Hands-on experience handling HNI / Ultra-HNI SME clients
Strong understanding of SME financials and lending products
Excellent communication, negotiation, and stakeholder management skills
Target-driven mindset with strong follow-up and closure orientation
Comfortable with outbound prospecting and lead qualification
Good to Have
Prior SDR / Inside Sales / Business Development experience
Exposure to CRM tools and sales tracking systems
Experience working in a fast-paced startup or fintech environment