Sales Executive (Financial Services) at Pruvia Integrated Limited

Job brief:

We are looking for a  Sales Executive who will be responsible for driving the acquisition of clients and expanding the company’s financial product portfolio. The role requires strong knowledge of financial services, particularly in areas such as Proof of Funds (POF), loan processing, disbursement, and loan retrieval.

Key Responsibilities:

• Identify, prospect, and acquire new clients for financial products and services.
• Promote and sell the company’s loan products, investment packages, and Proof of Funds services to individuals and corporate clients.
• Guide clients through the loan application process, ensuring all required documentation is complete and accurate.
• Coordinate with the credit and operations team for loan assessment, approval, and disbursement.
• Monitor disbursed loans and ensure timely repayment through follow-up and client relationship management.
• Maintain detailed and accurate records of sales activities, client interactions, and financial transactions.
• Conduct due diligence to verify client eligibility for POF and loan products.
• Prepare and present customized financial proposals for clients based on their needs.
• Ensure compliance with financial regulations, company policies, and ethical standards.
• Provide regular sales reports, market feedback, and performance updates to management.
• Build and maintain long-term relationships with clients to encourage repeat business and referrals.
• Participate in marketing activities, presentations, and outreach programs to increase product visibility.

Qualifications & Requirements:

• Bachelor’s degree in Finance, Business Administration, Marketing, Economics, or related field.
• Minimum of 2–3 years’ experience in financial services, lending, sales, or a similar role.
• Strong knowledge of Proof of Funds (POF), loan disbursement processes, and loan retrieval/recovery methods.
• Excellent negotiation, communication, and interpersonal skills.
• Strong analytical skills and ability to evaluate client financial profiles.
• Proven ability to meet and exceed sales targets.
• High level of integrity, professionalism, and attention to detail.
• Proficiency in CRM software and Microsoft Office tools.