Company Description TAY Advisors is a financial advisory firm focused on helping clients achieve their short- and long-term financial goals with clear, practical strategies. The organization aims to reduce financial stress for individuals and businesses by offering tailored solutions and guidance. Its services cover a wide range of needs, including working capital facilities, project and construction finance, machinery and home loans, and education and mortgage loans.

TAY Advisors also supports clients with capital subsidies from central and state programs, stress funding, corporate restructuring, Mudra loans, CGTMSE schemes, and trade finance such as bill discounting. The firm positions itself as a long-term partner for clients seeking comprehensive, reliable financial support.

Role Description The Sales Executive role is a full-time hybrid position based in Vadodara, with a mix of on-site client meetings and some work-from-home flexibility.

The Sales

Executive will identify and qualify prospective clients, present TAY Advisors’ full suite of financial products and services, and build solid, long-term relationships. Daily responsibilities include conducting market research, generating leads, following up on inquiries, and preparing proposals tailored to client requirements. The role involves collaborating with internal teams to ensure accurate documentation, smooth loan processing,



and timely communication with clients and financial institutions.

The Sales

Executive will also track sales performance, maintain detailed records in CRM tools, and participate in outreach activities, events, and meetings to drive business growth.

Qualifications

- Ability to understand and explain financial products and services, including loans, project finance, and trade finance solutions.
- Strong sales and negotiation skills, with experience in lead generation, pipeline management, and closing deals.
- Excellent communication and interpersonal skills to build trust-based relationships with diverse clients and stakeholders.
- Comfort with fieldwork in and around Vadodara, along with the ability to work productively in a hybrid environment.
- Proficiency with basic office software, CRM or sales tracking tools, and maintaining accurate client records.
- Solid analytical and problem-solving abilities to assess client needs and recommend suitable financial solutions.
- Prior experience in banking, NBFCs, or financial advisory services is preferred but not mandatory.
- Bachelor’s degree in business, finance, commerce, or a related field is an advantage; equivalent practical experience will be considered.
- Commitment to ethical conduct, regulatory compliance, and delivering client-centric service.

📌 Sales Executive (Vadodara)
🏢 TAY Advisors
📍 Vadodara