At Kwendo Capital Group, we specialize in providing tailored financial solutions to clients seeking large-scale, stock-based financing options. We are a leading player in the intermediary lending industry, dedicated to empowering businesses and individuals with the financial resources they need to grow and thrive. As part of our continued expansion, we are looking to add a dynamic and results-driven Premier Referral Partner to our team. If you have a passion for helping clients access significant financing and building strong relationships, this role is for you!
The Role
JOB LOCATION: Australia, Indonesia, Japan, Pakistan, Sri Lanka, Malaysia, New Zealand, Singapore, Thailand, China (Hong Kong).
The Premier Referral Partner will play a critical role in driving new business by identifying and referring potential clients who are seeking large loans or financial solutions. This position requires a highly motivated individual with strong networking skills, a deep understanding of the finance industry, and the ability to connect with high-net-worth individuals, businesses, and entrepreneurs looking to secure substantial loans. As a key member of the sales and business development team, the ideal candidate will be responsible for generating high-quality referrals and cultivating long-term relationships with prospective clients.Identify and Engage Potential Clients: Proactively seek out potential customers, including businesses and individuals, who are in need of large-scale loans or complex financial solutions. Your key duties and responsibilities will include:
Referral Generation: Establish and maintain a robust network of referral sources, including financial advisors, accountants, attorneys, real estate agents, and other professionals who can introduce prospective clients seeking massive loans.
Client Needs Assessment: Understand the unique financial needs of referred clients and ensure they are connected with the appropriate loan products and financial solutions.
Relationship Building: Build and nurture strong, trust-based relationships with clients and referral partners, maintaining communication throughout the loan application process.
Lead Qualification: Vet and qualify leads to ensure they align with the company’s target market, ensuring a high conversion rate and strong client outcomes.
Sales Support: Collaborate with the sales and underwriting teams to ensure smooth transitions for referred clients and that they receive the best possible financing options.
Market Research: Stay informed about industry trends, new loan products, and competitor offerings to effectively advise potential clients and referral sources.
Performance Metrics: Meet or exceed monthly and quarterly referral and conversion targets to contribute to the growth and success of the business.
Ideal Profile
Proven experience in a business development or sales role, preferably within the finance, lending, or real estate sectors.
Strong understanding of financial products, especially large-scale loans, commercial lending, and structured financing solutions.
Exceptional networking and relationship-building skills, with the ability to engage with high-net-worth individuals and business leaders.
Excellent communication skills, both written and verbal, with the ability to influence and persuade.
Self-motivated and target-driven, with a proven track record of meeting and exceeding performance goals.
Ability to work independently while collaborating effectively with cross-functional teams.
Bachelor's degree in finance, business, marketing, or a related field (preferred, but not required).
What's on Offer?
A role that offers a breadth of learning opportunities
Flexible working options
Work alongside & learn from best in class talent
Competitive compensation, including a significant commission and performance-based incentives.
Comprehensive training and support to help you succeed in your role.
Access to cutting-edge financial products and services for client referral opportunities.
A collaborative and inclusive company culture with opportunities for growth and advancement.
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