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 & 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

Preferred candidate profile

Bachelor's degree in Finance, Business, Commerce, or related field

• 1- 5 years of experience in sales, preferably in BFSI, NBFC, DSA, loan/insurance sales,

or investment banking.

• Strong communication in English , Hindi , Marathi languages, 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.

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• Proficiency in MS Office / CRM tools

Perks and benefits

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