Sales Agent

Nayla Finance·LinkedIn·Riyadh, Saudi Arabia·On-site·6 months ago

About the role

To drive sustainable portfolio growth by activating, acquiring, and converting eligible micro-business customers into financed clients, while maintaining underwriting discipline, regulatory compliance, and strong customer relationships.

Key Responsibilities

Lead Generation & Activation

·Activate onboarded customers who have not yet applied.

Re-activate previous borrowers to increase repeat financing.
Source new eligible micro-businesses through field prospecting and structured data processing.
Build and maintain a qualified pipeline aligned with monthly targets.
Application & Deal Execution

·Educate customers on products and eligibility criteria.

Collect and submit complete and accurate applications.
Coordinate with Credit and Operations to close deals within defined SLAs.
Maintain strong application-to-disbursement conversion ratios.
Portfolio Growth

·Achieve monthly disbursement targets.

Contribute to repeat borrower growth.
Support sustainable portfolio quality through disciplined sourcing.
Customer Management

·Build long-term client relationships.

Ensure high customer satisfaction and professional engagement.
Compliance & Reporting

·Adhere strictly to internal policies and regulatory standards.

Avoid mis-selling and maintain audit-ready documentation.
Update CRM accurately and submit weekly/monthly performance reports.
Track KPIs including disbursement volume, applications, conversion rate, and portfolio quality (in coordination with Risk).

Qualifications

& Experience

Education

·Diploma or bachelor's degree in business, Finance, Marketing, or related field.

Experience

·3-5 years of sales experience (must have experience in lending).