SMEs Relationship Manager

Posted 14 Days Ago
Be an Early Applicant
Cairo, EGY
Hybrid
Junior
Logistics • Software • Transportation
Your next-day delivery service online. Innovation that moves E-commerce.
The Role
Acquire new B2B SME financing customers through field prospecting, referrals, networking, and business visits. Build and manage a qualified sales pipeline, understand financing needs, present lending solutions, qualify applications, collect documentation, and coordinate approvals through disbursement. Maintain CRM records, forecasts, and customer communication while meeting acquisition targets and maintaining portfolio quality.
Summary Generated by Built In
Bosta Capital is looking for a high-caliber, results-driven SME Financing
Relationship Executive to join its Commercial team and drive new customer
acquisition.
This is a highly field-oriented role focused on acquiring new financing customers
outside Bosta existing customer base. The successful candidate will be
responsible for identifying, approaching, qualifying, and acquiring businesses that
require financing to support their working capital, inventory, expansion, and
overall business growth.
The role focuses primarily on financing acquisition. Customers are not required to
use Bosta's delivery services to become Bosta Capital customers. However, where
relevant, acquired customers may also represent potential opportunities for
Bosta's logistics and delivery services.
 

Job Description

    New Business Acquisition
    • Identify and acquire new financing customers outside Bosta's existing

    customer portfolio.
    • Conduct regular outdoor prospecting and face-to-face customer visits.
    • Independently build a strong pipeline of potential financing customers.
    • Generate new leads through field acquisition, referrals, networking, merchant
    communities, events, exhibitions, partnerships, and other prospecting
    channels.
    • Approach and develop relationships with business owners, founders, CEOs,
    CFOs, finance managers, and other key decision-makers.
    • Identify customer financing needs, business challenges, growth plans, and
    working-capital requirements.
    • Develop and maintain strong relationships with prospects throughout the
    acquisition journey.
    Financing Sales & Customer Qualification
    • Understand each customer's business model, sales cycle, cash-flow
    requirements, and financing needs.
    • Present Bosta Capital's financing solutions clearly and professionally.
    • Explain relevant financing requirements, processes, and commercial terms to
    potential customers.
    • Qualify prospects according to Bosta Capital's eligibility and financing criteria.
    • Collect and validate required customer information and documentation.
    • Ensure customer applications are complete and properly qualified before
    submission.
    • Coordinate closely with Credit, Risk, Operations, Finance, and other relevant
    internal teams.
    • Follow financing opportunities throughout the full customer journey, from
    prospecting and application through approval, contracting, and disbursement.
    • Maintain clear and professional communication with customers throughout
    the process.
    Pipeline Management
    • Build and maintain a healthy pipeline of qualified financing opportunities.
    • Maintain accurate and up-to-date CRM records for all prospects, customer
    visits, applications, approvals, rejections, and financing opportunities.
    • Provide accurate sales forecasts and pipeline updates.
    • Monitor opportunities throughout the sales funnel and proactively follow up
    on pending cases.
    • Identify reasons for rejected, delayed, or lost opportunities and take
    appropriate corrective actions.
    • Continuously identify and develop new acquisition channels and market
    opportunities.
    Portfolio Quality
    • Focus on acquiring sustainable businesses with appropriate financing
    requirements.
    • Maintain strong customer qualification standards before submitting financing

Job Requirement

    • 2–3 years of B2B sales experience, with a strong focus on outdoor/field sales
    and new customer acquisition.
    • Minimum 1–2 years of relevant experience in Fintech, SME Financing, Business
    Lending, Factoring, Microfinance, SME Banking, Merchant Financing, or similar
    financial services.
    • Proven outdoor/field sales experience is mandatory.
    • Proven track record of acquiring new B2B customers and achieving commercial
    objectives.
    • Experience dealing directly with business owners and key decision-makers.
    • Existing network of merchants, SMEs, e-commerce businesses, retailers, or
    business owners is highly preferred.
    • Good understanding of financing products, customer documentation, KYC
    processes, and basic credit assessment.
    • Strong prospecting, negotiation, relationship-building, and closing skills.
    • Comfortable spending a significant portion of working time conducting
    outdoor customer visits and field acquisition.
    • Must own a personal car.
    • Good command of Arabic and English.
    • Good knowledge of CRM systems and Microsoft Office/Google Workspace.

Skills Required

  • 2-3 years of B2B sales experience focused on outdoor or field sales and new customer acquisition
  • 1-2 years of relevant experience in fintech, SME financing, business lending, factoring, microfinance, SME banking, merchant financing, or similar financial services
  • Proven outdoor or field sales experience
  • Proven track record of acquiring new B2B customers and achieving commercial objectives
  • Experience dealing directly with business owners and key decision-makers
  • Existing network of merchants, SMEs, e-commerce businesses, retailers, or business owners
  • Understanding of financing products, customer documentation, KYC processes, and basic credit assessment
  • Strong prospecting, negotiation, relationship-building, and closing skills
  • Comfort spending significant working time conducting outdoor customer visits and field acquisition
  • Ownership of a personal car
  • Good command of Arabic and English
  • Knowledge of CRM systems and Microsoft Office or Google Workspace
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The Company
HQ: Cairo
1,030 Employees
Year Founded: 2017

What We Do

Established in 2017, Bosta is a pioneering tech-driven logistics company providing next-day delivery and fast transfer services to e-commerce businesses across Egypt, Saudi Arabia, and the UAE. By leveraging cutting-edge technology and streamlining operations, we are committed to disrupting the logistics industry. Our all-in-one delivery solutions blend innovation with expert knowledge, enabling us to meet the evolving needs of businesses and empower them to grow in a fast-paced market.

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