Company Description TatvaCRM is a complete customer relationship management platform designed specifically for small and medium businesses in India, built by a founder who created the tool to meet real-world local needs. It provides standard CRM features such as pipelines, dashboards, custom fields, and role-based access, along with capabilities tailored to Indian businesses like INR pricing, GST invoicing, UPI/Razorpay payments, and DPDP-compliant data residency. The product includes industry-specific presets for sales teams, digital agencies, manufacturers, debt advisory firms, and BFSI organizations, enabling teams to start with relevant pipelines, fields, and reports without lengthy implementations or costly upgrades.

Offered by Tatva Fintech Private Limited in Pune,

Role Description As a Business Development Consultant at TatvaCRM, you will be responsible for driving current business opportunities and expanding TatvaCRM’s presence among Indian SMBs. In this full-time hybrid role based in the Pune Division, you will spend time both in the office and working from home, engaging prospective clients through calls, meetings, demos, and digital outreach. Your day-to-day activities will include identifying and qualifying leads, understanding client requirements, presenting tailored CRM solutions, and advising prospects on how TatvaCRM can streamline their sales and operations.





You will collaborate with product and customer success teams to refine offerings based on market feedback, support proposal development, and contribute to business planning and revenue growth initiatives. The role also involves maintaining accurate records in the CRM, preparing regular reports on pipeline health, and representing TatvaCRM at relevant events or partner meetings.

Qualifications

- Ability to drive New Business Development and Lead Generation through research, networking, outreach, and follow-up.
- Strong Consulting and Business Planning skills to understand client needs, design solutions, and support growth strategies.
- Excellent Communication skills, including clear verbal and written communication, presentation abilities, and active listening.
- Experience in B2B sales or SaaS/CRM solutions, preferably serving SMBs in the Indian market.
- Comfort working in a hybrid environment, with strong self-management, time management, and CRM usage discipline.
- Bachelor’s degree/ masters degree in Business, Marketing, Technology, or a related field, or equivalent practical experience.
- Knowledge of Indian business practices, basic understanding of GST, and familiarity with digital payment ecosystems is an advantage.
- Demonstrated ability to build long-term client relationships and meet or exceed sales and growth targets.
- WFH maybe considered

📌 Business Development Consultant (Pune)
🏢 TatvaCRM
📍 Pune