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Our online lending platform is at a stage where stronger market penetration and partner acquisition will have an immediate impact on revenue. The assignment centres on three core abilities—Sales and negotiation, solid Market analysis, and the practical know-how to extend our client base within the finance industry. Scope of work • Identify new sales opportunities by mapping untapped borrower segments and referral channels in the SME and consumer finance space. • Conduct targeted market research that benchmarks competitors, pinpoints regulatory nuances, and quantifies demand across priority regions. • Build and maintain client relationships with brokers, financial advisers, and corporate treasurers, turning early conversations into funded deals. Key deliverables 1. A 60-day pipeline report containing at least 30 qualified leads, classified by deal size and probability. 2. A concise market-research brief (max 15 pages) outlining growth pockets, competitor pricing, and recommended positioning tweaks. 3. A relationship-management plan that details touchpoints, KPIs, and upsell/cross-sell opportunities for existing accounts. Success will be measured by lead quality, conversion percentage, and demonstrable growth in funded loan volume. I’ll provide current pitch decks, product sheets, and CRM access on commencement, and I’m available for weekly strategy reviews to keep momentum high.
Project ID: 40408685
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25 freelancers are bidding on average $34 USD/hour for this job

Greetings, I understand you need stronger market penetration and partner acquisition for your online lending platform. You need sales and negotiation, market analysis, and client base expansion within finance. Here is how I will work: I will identify new sales opportunities by mapping untapped borrower segments and referral channels in SME and consumer finance. I will conduct targeted market research benchmarking competitors, regulatory nuances, and demand across priority regions. I will build and maintain client relationships with brokers, financial advisers, and corporate treasurers, turning conversations into funded deals. You will receive: 1. A 60-day pipeline report with at least 30 qualified leads classified by deal size and probability 2. A concise market research brief (max 15 pages) on growth pockets, competitor pricing, and positioning 3. A relationship management plan with touchpoints, KPIs, and upsell or cross-sell opportunities Success measured by lead quality, conversion percentage, and funded loan volume growth. I am ready to begin as soon as you share current pitch decks, product sheets, and CRM access. Thanks, Revival
$25 USD in 40 days
6.3
6.3

As an experienced Virtual Assistant with a specific concentration on lead generation, research, and sales, I believe I am perfectly aligned with the requirements outlined in your project. Over the years, I have developed a keen eye for identifying untapped market segments and referral channels which would greatly aid in targeting potential borrowers in the SME and consumer finance space for your lending platform. Furthermore, my ability to conduct comprehensive market research will allow me to provide accurate insights regarding competitor pricing, regulatory nuances, and demand trends, which is essential for sound decision-making. My expertise extends beyond just data analysis; I am also highly skilled in maintaining client relationships and turning early conversations into long-term partnerships. In relation to this assignment, I would use my knowledge of CRM tools like HubSpot, Zoho, and Salesforce to their utmost effect in building strong rapport with brokers, financial advisers, and corporate treasurers. Last but not least, my previous success stories include increasing lead conversion through effective CRM management while ensuring reliable support across various industries. With me on board your team you can expect detailed 60-day pipeline reports surpassing the 30 lead threshold and a concise market-research brief that goes beyond the promised 15 pages because deep impactful work is what earns real results.
$38 USD in 40 days
5.6
5.6

Drawing on my robust experience negotiating complex financial deals and increasing revenue for businesses, this project aligns harmoniously with my skill set. I'll uncover untapped borrower segments and referral channels in the SME and consumer finance space, and provide you not only with a comprehensive picture of your market but also strategies to outwin competitors. Moreover, my proficiency in building strong relationships will ensure early conversations convert into well-funded deals. I'm excited by your project's potential, and I'd put the same dedication into generating leads, maintaining reports and managing client relationships
$25 USD in 40 days
5.2
5.2

As a seasoned developer with a profound understanding of the fintech industry, I'm excited about the prospect of contributing to the growth of your online lending platform. My proficiency in artificial intelligence and machine learning, as well as my expertise in Python and automation, positions me perfectly to identify untapped borrower segments and referral channels in the SME and consumer finance space. With your product sheets and CRM access, I'll deliver a 60-day pipeline report not only with qualified leads but also with valuable analysis on deal size and probability.
$38 USD in 40 days
3.6
3.6

⭐ I handled a similar project ⭐, Happy to show you what works before you commit. Developed a targeted sales pipeline and conducted comprehensive market analysis for a fintech platform specializing in SME lending. Strategies align closely with your goals of partner acquisition and market expansion within finance sectors. Focused on sales mapping and relationship building to enhance client outreach and conversion rates. Specialized in finance market research with a strong emphasis on security, data accuracy, and delivering a polished stakeholder experience. Let’s chat about your objectives and priorities; worst case, you walk away with a free consultation and a clearer understanding of your project. Kind regards, Curtley
$35 USD in 14 days
1.4
1.4

I am a perfect fit for your project to boost market penetration and partner acquisition in the finance industry by delivering a targeted 60-day sales pipeline, comprehensive market research, and a strategic relationship-management plan. I will ensure clean implementation and seamless integration with your CRM to maximize lead quality and conversion rates, directly contributing to funded loan growth. While I am new to Freelancer, I have strong experience and have delivered similar solutions outside the platform, leveraging sales, negotiation, and market analysis expertise in financial services. I offer a free consultation to understand your goals better and propose the most effective technical approach. I would love to chat more about your project! Regards, Sonny Dube
$25 USD in 14 days
0.0
0.0

Hello, With over 150 data-centric projects completed in the last 5 years, I specialize in the intersection of data integrity and workflow efficiency. I help businesses move away from manual entry and move toward automated, scalable environments. Advanced Excel & Google Sheets Engineering: I develop complex workbooks using dynamic arrays, nested logic, and advanced lookup functions. I build sheets that don’t just store data—they calculate, forecast, and report automatically. VBA & Macro Automation: I write custom scripts to automate repetitive tasks, such as generating PDF reports from cell data, syncing multiple workbooks, or cleaning massive datasets with a single click. Business Intelligence (Power BI): I build interactive, executive-level dashboards. I connect disparate data sources to visualize KPIs, financial trends, and operational bottlenecks, turning "numbers" into "strategy." Web Scraping & Data Extraction: I perform high-volume data harvesting from websites, delivering clean, verified CSV/XLSX files. I ensure all extracted data is properly formatted for immediate import into CRMs like HubSpot or Salesforce. Designing and managing payroll, accounting, and financial modeling. Data Cleansing & Management: I specialize in "fixing" broken data—removing duplicates, standardizing formats, and repairing broken logic to ensure your databases are 100% accurate. You can find examples of my work in my portfolio: https://www.freelancer.pk/u/Musab360 I would love to discuss your project further in chat to understand your specific needs and how I can assist you. Best regards, Musab
$38 USD in 40 days
0.0
0.0

Hello, Your project aligns well with my ability to combine market research, lead generation, and structured outreach to drive measurable growth. I can support your platform by identifying high-potential borrower segments and building a qualified pipeline within the SME and consumer finance space. My approach focuses on practical execution—mapping referral channels, analyzing competitor positioning, and converting early-stage conversations into viable opportunities. **What I will deliver:** * A 60-day pipeline with 30+ qualified leads, categorized by deal size and conversion probability * A concise market research brief covering competitor pricing, demand trends, and actionable positioning insights * A structured relationship management plan with clear touchpoints, KPIs, and growth opportunities I focus on results that directly impact revenue—quality leads, realistic conversion tracking, and consistent engagement with brokers and financial partners. I’m comfortable working with CRM systems, aligning with your existing sales materials, and participating in weekly strategy reviews to keep progress on track. I can get started immediately and build momentum quickly within the first few weeks. Best regards,
$26 USD in 50 days
0.0
0.0

Hi, Your project aligns perfectly with my experience in market expansion and revenue-focused strategy within the finance space. I specialize in identifying high-value borrower segments, building strong partner networks, and turning opportunities into funded deals. I can help you: • Map untapped SME and consumer lending segments to generate a strong pipeline of qualified leads • Conduct data-driven market analysis, including competitor benchmarking and regional demand insights • Build and nurture relationships with brokers, financial advisors, and corporate clients to improve conversion rates Within 60 days, I’ll deliver a structured pipeline with 30+ qualified leads, a clear market research brief, and a practical relationship management plan focused on measurable growth. Happy to align closely through weekly strategy calls and ensure we hit your revenue targets efficiently. Let’s discuss how we can accelerate your platform’s growth. Best regards,
$25 USD in 40 days
0.0
0.0

Hey there, Vikas Parekh from Kadders here, 10+ years in B2B lead gen for fintech, with proven SME outreach yielding 25% conversions. Perfect Fit for Your Needs: Mapped untapped segments/referrals for lenders, delivering 40+ leads and 15% loan growth. Benchmarked competitors (Razorpay/Lendingkart), RBI compliance, Tier-2 demand analysis. Built broker/advisor pipelines, converting 70% via CRM-driven relationships. 60-Day Plan: 15-page market brief (growth pockets, pricing, positioning). 30+ qualified leads report (deal size/probability). Touchpoint/KPI plan for upsell. Weekly reviews using your decks/CRM. Let's chat? Best, Vikas Parekh
$38 USD in 40 days
0.0
0.0

Hello, I specialize in market research, sales strategy, and lead generation for finance-focused businesses. I can help accelerate your platform’s growth by identifying untapped borrower segments and building a strong acquisition pipeline. I will deliver a 60-day pipeline with 30+ qualified leads, categorized by deal size and probability. My market research will benchmark competitors, analyze regulatory factors, and highlight high-growth opportunities with clear positioning recommendations. Additionally, I’ll create a relationship-management plan with defined KPIs, touchpoints, and upsell strategies to improve conversions and client retention. I’m comfortable working with CRM systems and collaborating in weekly strategy reviews to ensure consistent progress. Let’s drive measurable growth in your lending portfolio
$25 USD in 40 days
0.0
0.0

I am interested in supporting your online lending platform in driving market penetration, lead generation, and client acquisition within the SME and consumer finance space. I bring a strong foundation in structured communication, research, and client-facing work. I hold a minor in English Literature from my undergraduate degree, which strengthened my analytical and written communication skills. During my postgraduate studies, I volunteered as an English tutor for adults for 18 months, where I developed experience in guiding individuals through structured learning, communication improvement, and consistent progress tracking. In addition, I have experience in sales training, virtual assistance, and research-based work, which aligns well with the responsibilities of identifying opportunities, managing pipelines, and maintaining client relationships. I understand this role is performance-driven, and I am confident in my ability to contribute to lead generation, relationship development, and market research while continuously improving through execution and feedback. I am comfortable working with CRM systems, structured outreach, and weekly reporting, and I am open to collaborating closely on strategy reviews to ensure measurable growth in qualified leads and conversions. I would welcome the opportunity to contribute to your pipeline development and funded loan growth targets.
$46 USD in 40 days
0.0
0.0

Hi, I’m an Industrial Engineer with strong experience in data analysis, market research, and project execution, combined with a practical approach to business growth. I can help identify high-potential borrower segments, map referral channels, and build a qualified pipeline aligned with your 60-day targets. I’ve worked on analyzing markets, benchmarking competitors, and turning insights into actionable strategies that improve conversion and revenue. Additionally, I’m comfortable working with CRM systems, managing client relationships, and structuring clear KPIs to track performance and growth. My focus is results-driven: delivering qualified leads, improving conversion rates, and supporting sustainable portfolio expansion. I’m available to start immediately and would be glad to discuss how I can contribute to your growth goals. Best regards.
$25 USD in 50 days
0.0
0.0

Hello, Your project immediately stood out because it requires a blend of market research, strategic analysis, lead generation, and relationship driven business development, which are exactly the areas where I focus my strengths. I can help identify untapped borrower segments, analyze competitor positioning, research growth opportunities across target regions, and build a structured pipeline of qualified leads with practical conversion strategy in mind. My approach is data driven, detail focused, and built around measurable business growth. I understand that your goal is not simply research, but revenue expansion through stronger market penetration and strategic client acquisition. I can contribute clear market insights, organized reporting, and actionable recommendations that support decision making and business growth. I value professionalism, communication, and reliable execution, and I am prepared to work closely with your team to deliver meaningful results. I would be glad to discuss your goals further and understand your priority markets so we can build a focused growth strategy. Best regards
$38 USD in 40 days
0.0
0.0

✋ Hi There!!! ✋ The Goal of the project:- Drive market penetration for your lending platform by generating qualified leads, strategic partnerships, and increasing funded loan conversions. I have carefully reviewed your need for business development including market research, lead generation, and relationship building within SME and consumer finance sectors with clear KPI driven outcomes. I can help scale your pipeline with measurable growth. I am the right fit because I combine data driven market analysis with strong sales execution experience. * Identify high quality leads and build a 60 day pipeline with conversion focus * Conduct competitor research, pricing analysis, and regional demand insights * Develop partner relationships with brokers and financial advisors I will support UI reporting dashboards, database management, testing of CRM workflows, and full documentation delivery. I have 9+ years experience as a full stack developer and have worked on fintech growth and lead systems. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$25 USD in 40 days
0.0
0.0

Hi there, I am highly interested in your Business Development for Lending Platform project. With a strong background in financial analysis, market research, and strategic sales, I am confident in my ability to deliver the 60-day pipeline report, concise market-research brief, and relationship-management plan you require. I have extensive experience in identifying untapped borrower segments and building relationships with financial stakeholders. I am ready to start immediately and look forward to our weekly strategy reviews to drive funded loan volume growth. Best regards.
$38 USD in 40 days
0.0
0.0

Hi Your current Google Ads setup is leaking budget on weak keywords, and the outdated landing page is likely killing conversions—I can fix both together so traffic actually turns into leads. I’ll restructure campaigns with tight keyword grouping, smart match types, and strong negative filtering, while aligning ad timing and geo-targeting to your local audience. In parallel, I’ll redesign your landing page into a fast, mobile-first layout with clear CTAs, trust signals, and conversion tracking baked in from day one. Happy to walk you through a quick audit and outline immediate wins before we start. Best Regards, Fizza Nadeem K
$38 USD in 40 days
0.0
0.0

I pride myself as a renowned business consultant and market researcher with an exceptional track record in delivering high quality results. Not surprisingly, I have conducted countless market research works across the globe. Contact me asap for further discussions
$25 USD in 40 days
0.0
0.0

Experienced in market research and inside sales with a strong background in the software industry. lead a team of five members. My Core competencies include Global Market research and International sales, which helps companies to identify Ideal customer profile (ICP) to match their synergies and ultimately build partnership. My mission is to empower company and team to achieve their business objectives and growth potential by leveraging the latest technologies and market trends.
$38 USD in 40 days
0.0
0.0

As an AI developer with extensive experience in financial research, I can offer a unique and efficient approach to your business development needs. My skill set entails everything from market analysis including competitor benchmarking and regulatory assessments to workflow automation and AI integration that can greatly enhance the efficiency of your lending platform. In terms of identifying new sales opportunities, my expertise in mapping untapped markets using intelligent data scrapping techniques will provide you with meticulous insights into unexplored borrower segments and referral channels in the finance industry. This coupled with my conversational experience in turning initial conversations into funded deals will ensure effective lead generation. Lastly, I understand the quantifiable success metrics and growth objectives you've outlined for the project, and I am fully equipped to deliver on them. My proficiency in developing smart dashboards and automating workflows will guarantee timely delivery of the required pipeline report, concise market research brief, and relationship management plan – all essential aspects of enhancing your platform's performance. Let's take your lending platform to new heights of success together!
$38 USD in 40 days
0.0
0.0

Nairobi, United States
Member since Apr 30, 2026
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