JOB DESCRIPTION: SALES & CONSULTING ASSOCIATE / CONSULTANT

Job Title: Sales & Consulting Associate / Consultant Department: Consulting & Advisory Sales

Location: Head Office - Erandwane, Pune (On-Site) Employment Type: Full-Time

Industry: Financial Services | Debt Syndication |

Investment Banking

Target Candidates: Open to Freshers & Experienced

Work Hours: Monday to Saturday | 9:00 AM to 7:00 PM

(Sunday Off)

Report To: Lead Advisory / Sales Executive

We are seeking a proactive, articulate, and sharp Sales & Consulting Professional to handle inbound leads. In this role, you will act as a consultative partner rather than a transactional seller. You will handle fresh inbound lead calls generated by our digital marketing team, engaging directly with company Promoters, Founders,CFOs, and Key Decision Makers. You will evaluate business operations, understand financial structures, and consult clients on the optimal funding options for their growth.

2. Role Overview

We are seeking a proactive, articulate, and sharp Sales & Consulting Professional to handle inbound leads. In this role, you will act as a consultative partner rather than a transactional seller. You will handle fresh inbound lead calls generated by our digital marketing team, engaging directly with company Promoters, Founders,CFOs, and Key Decision Makers. You will evaluate business operations, understand financial structures, and consult clients on the optimal funding options for their growth.

Key Responsibilities and Core Work Profile

 Consultative Lead Handling: Engage immediately with fresh inbound calls/leads provided daily by the digital team. Initiate high-value conversations with business promoters.

 Business & Financial Discovery: Analyze prospect business profiles,



financial health, cash flow requirements, and business models to identify specific funding needs.

 Strategic Product Solutioning: Consult clients on the right funding options (e.g., Debt Syndication, Working Capital, Structured Term Loans, Vendor Financing, Unsecured Business Loans).

 End-to-End Sales & Relationship Management: Drive conversion by articulating value propositions clearly,

handling objections professionally, and closing consulting sales calls.

 Pipeline & CRM Hygiene: Maintain clear CRM records of daily lead interactions, client notes, financial metrics, and follow-up schedules.

 Inter-Team Coordination: Gather required financial documents and collaborate with internal underwriting and credit teams for smooth transaction closure.

Desired Candidate Profile & Skills

 Consultative Sales Expertise: Strong sales conviction, active listening, objection-handling, and closing capability tailored for financial advisory calls.

 Sharp & Prompt Execution: Agile, quick-thinking, and fast on response time—essential for the quick-paced financial industry.

 Promoter-Level Communication: Fluent in English, Hindi, and Marathi (or regional languages). Capability to build rapid rapport with senior business owners.

 Educational Background: Graduate/Postgraduate in Finance, Commerce, Business Administration, or related fields (Freshers with strong domain clarity and sales acumen are welcome).

How to Apply

Send your updated Resume / CV to the HR Team:

Email: [email protected]

Subject Line: Application for Sales & Consulting Associate - [Your Name]

Contact / Helpline: +91-XXXXXXXXXX - Amruta Puranik

Pay: ₹12,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Sales Consultant (India)
🏢 Terkar Capital
📍 India