Company Description SMB Centrix is a financial services and lending advisory firm specializing in small and medium enterprises (SMEs) and micro, small, and medium enterprises (MSMEs) across India. The company serves as a one-stop solution, connecting business owners with suitable financial products through a broad network of banks and non-banking financial companies (NBFCs).

SMB Centrix focuses on quick processing, customized funding solutions, and end-to-end guidance to support businesses at various stages of growth. Team members work closely with clients to facilitate access to capital that aligns with their operational and expansion needs.

Role Description The Sales Executive role is a full-time, on-site position based in the Pune Division.

The Sales

Executive will identify and engage SME and MSME business owners, explain relevant financial products, and build strong relationships to drive recent client acquisition. Day-to-day responsibilities include prospecting and qualifying leads, conducting client meetings, understanding funding requirements, and coordinating with internal teams and partner institutions to move applications forward. The role involves managing the sales pipeline, preparing basic proposals or documentation, following up on leads and existing clients, and meeting defined sales and conversion targets.

The Sales





Executive will also gather market feedback, maintain accurate records in CRM or tracking tools, and support a positive, client-focused experience from initial contact through disbursement.

Qualifications

- Candidates should possess strong sales, negotiation, and persuasion skills, with the ability to convert leads into long-term client relationships.
- Candidates should possess client relationship management and customer service skills, including active listening, needs assessment, and follow-up discipline.
- Candidates should possess basic financial understanding and analytical skills to interpret business requirements and match them with appropriate lending solutions.
- Candidates should possess effective communication skills in English and local languages, along with clear presentation and interpersonal abilities.
- Candidates should possess strong organizational and time-management skills to handle multiple leads, documentation requirements, and deadlines.
- Prior experience in financial services, banking, NBFCs, or SME lending sales is highly beneficial.
- A bachelor’s degree in business, finance, commerce, or a related field is preferred.
- Comfort with on-site client visits in the Pune Division and familiarity with basic digital tools (email, spreadsheets, CRM) is expected.

📌 Sales Executive (Pune)
🏢 SMB Centrix
📍 Pune