• Conduct market research to identify prospective clients and banking partners.
  • Develop strategic initiatives to foster strong relationships with banks and key stakeholders.
  • Drive lead generation efforts through effective bank partnerships.
  • Establish and maintain productive working relationships with bankers to maximize business opportunities.
  • Deliver compelling sales presentations and product reports to bank merchant onboarding teams.
  • Assess needs of merchants and provide tailored product training and recommendations to bankers.
  • Educate bankers on product specifications and benefits to enhance adoption.
  • Maintain and manage potential relationships to drive revenue and achieve sales targets.
  • Expand banking relationships through referrals, networking, and online research.
  • Update contact details, meeting records, and key relationships in the CRM/database.
  • Prepare insightful reports and presentations for business development initiatives.