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
(Female candidates preferred)
Work Hours: Monday to Saturday | 9:00 AM to 7:00 PM
(Sunday Off)
Report To: Lead Advisory / Sales Executive
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.
3. Key Responsibilities & 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 (., 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.
4. 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
Experience
0 - 3 Years
No. of Openings
2
Education
Graduate (B.B.A, B.Com)
Role
Sales Consultant
Industry Type
Banking
Gender
Female
Age Limit
21 - 35 Yrs.
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Benefits include
Laptop
Face Interview Location
Head Office, Pune and PCMC 103, Castle Eleganza, Dr. Ketkar Road, Erandavane, Pune. Maharashtra 411004