SMEs Relationship Manager

Your tasks

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

Requirements

• 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.