Job Description: Sales Consultant
Company: Terkar Capital (Terkar Global Financial Development Pvt Ltd)
Location: Pune, Maharashtra (Head Office)
Department: Business Development / Sales
Reports To: Sales Manager / Team Lead
About Terkar Capital
Terkar Capital is a leading investment banking firm in India, specializing in debt, equity, and M&A funding solutions for corporates, MSMEs, and businesses of all sizes. We work with top-tier lenders including AIFs, Mutual Funds, Family Offices, Fund Houses, NBFCs, and Private Banks to structure funding solutions both below and above ₹100 crore.
Role Overview
We are looking for a proactive and client-focused Sales Consultant to generate leads, build relationships with business owners/promoters, and pitch Terkar Capital's suite of funding solutions (unsecured debt, secured debt, machine funding, LAS, lease rental discounting, structured finance, etc.). The role involves converting prospects into clients and coordinating with the internal team through to disbursement.
Key Responsibilities
- Identify and generate leads through market research , corporates, networking, referrals, and targeting MSMEs, and professionals (CAs, doctors, architects, etc.).
- Understand client requirements and recommend suitable financial instruments (unsecured/secured debt, machine funding, LAS, trade finance, etc.)
- Build and maintain strong relationships with clients, channel partners, and referral sources.
- Conduct client meetings, present funding proposals, and explain terms, ROI, tenure, and eligibility criteria.
- Coordinate with the credit/documentation team to ensure a smooth loan process from sourcing to disbursement.
- Achieve monthly/quarterly sales targets and business volume goals.
- Maintain accurate records of leads, pipeline, and conversions in CRM.
- Stay updated on market trends, competitor offerings, and lending policies of NBFCs/banks/financial institutions.
- Represent Terkar Capital professionally, maintaining the firm's standards of confidentiality, integrity, and transparency
Requirements
- Bachelor's degree in Finance, Business, Commerce, or related field (MBA preferred but not mandatory).
- 1–5 years of experience in sales, preferably in BFSI, NBFC, DSA, loan/insurance sales, or investment banking.
- Strong communication, negotiation, and interpersonal skills.
- Basic understanding of financial instruments (loans, working capital, LAP, LAS, etc.) is a plus.
- Self-motivated with a target-driven approach.
- Willingness to travel locally for client meetings.`
- Proficiency in MS Office / CRM tools
What We Offer
- Competitive salary + performance-based incentives
- Opportunity to work with a fast-growing, nationally present investment banking firm
- Exposure to diverse industries (IT, Pharma, Manufacturing, EV, Healthcare, etc.)
- Professional growth and learning in the BFSI/investment banking domain
- CTC- Monthly Rs.25000 - Rs.35000
Pay: ₹20,000.00 - ₹37,184.93 per month
Work Location: In person
