Commercial Funding Introducer

Company Description Promend IT Services LLP is a business consultancy that helps UK small and medium-sized enterprises access finance, payment, and technology solutions to support sustainable growth. The company works with a network of trusted lenders, payment providers, and strategic partners to deliver tailored solutions that improve cash flow, enable expansion, and enhance operational efficiency. Its expertise spans commercial finance, merchant cash advances, card payment and POS solutions, business banking introductions, B2B energy and telecom consultancy, introducer and referral partnerships, and digital transformation services. Promend IT Services focuses on transparent advice, professional service, and long-term value for clients and partners across the United Kingdom. The team is dedicated to helping businesses grow through smarter finance, payments, and digital solutions backed by strong partnerships.
Role Description The Commercial Funding Introducer is a full-time, on-site role based in the Greater Kolkata Area. This role involves identifying and engaging with SMEs seeking commercial finance, explaining funding options, and matching their needs with suitable lenders and financial products. The professional will manage the introducer process end-to-end, from initial prospecting and qualification to preparing basic deal information and coordinating communication with lending partners. Daily responsibilities include building and maintaining relationships with clients and financial institutions, following up on leads, supporting documentation collection, and ensuring a smooth experience for businesses throughout the funding journey. The role also requires maintaining accurate records in CRM tools, adhering to compliance guidelines, and contributing feedback to improve funding products and client engagement strategies.
Qualifications
Candidates should possess strong Communication and Customer Service skills to build trust, clearly explain funding solutions, and support clients throughout the process.
Candidates should possess Sales and Account Management skills to generate leads, manage client pipelines, and nurture long-term business relationships.
Candidates should possess Purchasing or commercial negotiation skills to understand business costs, assess funding requirements, and discuss terms with partners.
Relevant experience in commercial finance, banking, financial services, or B2B consulting is highly beneficial.
Ability to work on-site in the Greater Kolkata Area, manage multiple opportunities simultaneously, and use CRM and basic office software efficiently.
A bachelor’s degree in business, finance, marketing, or a related field is preferred but not mandatory when accompanied by strong relevant experience.
High ethical standards, attention to detail, and a commitment to providing transparent, client-focused advice.

Work arrangement
No