Sales Executive

SMB Centrix; Maharashtra; On-site; INR 350,000 - 550,000; Full time

Job summary

SMB Centrix, a financial services and lending advisory firm, seeks a Sales Executive for the Pune Division to engage SME/MSME owners, explain lending products, and build strong client relationships.

Responsibilities include prospecting, meeting clients, gathering funding needs, coordinating with partner banks/NBFCs, updating CRM records, and achieving sales targets on-site in Pune.

On-site role with emphasis on drive, efficiency, and client satisfaction.

Qualifications

• Strong sales, negotiation, and persuasion skills to convert leads into clients.
• Client relationship management and customer service abilities including active listening and follow-up.
• Basic financial understanding to match client needs with lending solutions.
• Effective communication in English and local languages; presentation and interpersonal abilities.
• Strong organizational and time-management skills to handle multiple leads and deadlines.
• Experience in financial services, banking, NBFCs, or SME lending sales is beneficial.
• Bachelor's degree in business, finance, commerce, or related field preferred.
• Comfort with on-site client visits in Pune Division and familiarity with digital tools (email, spreadsheets, CRM).

Responsibilities

• Identify and engage SME/MSME owners and qualify leads.
• Explain relevant lending products and gather funding requirements.
• Coordinate with internal teams and partner institutions to move applications forward.
• Manage the sales pipeline, prepare basic proposals, and follow up with clients.
• Maintain CRM records and meet defined sales targets.

Skills

Sales

Negotiation

Client relationship management

Communication skills

Time management

Lead qualification

Prospecting

Presentations

Education

Bachelor's degree in business/finance/commerce

Tools

CRM

Spreadsheets

Email

Job description

Company Description

SMB Centrix is a financial services and lending advisory firm specializing in small and medium enterprises (SMEs) and micro, small, and medium enterprises (MSMEs) across India. The company serves as a one-stop solution, connecting business owners with suitable financial products through a broad network of banks and non-banking financial companies (NBFCs). SMB Centrix focuses on quick processing, customized funding solutions, and end-to-end guidance to support businesses at various stages of growth. Team members work closely with clients to facilitate access to capital that aligns with their operational and expansion needs.

Role Description

The Sales Executive role is a full-time, on-site position based in the Pune Division. The Sales Executive will identify and engage SME and MSME business owners, explain relevant financial products, and build strong relationships to drive new client acquisition. Day-to-day responsibilities include prospecting and qualifying leads, conducting client meetings, understanding funding requirements, and coordinating with internal teams and partner institutions to move applications forward. The role involves managing the sales pipeline, preparing basic proposals or documentation, following up on leads and existing clients, and meeting defined sales and conversion targets. The Sales Executive will also gather market feedback, maintain accurate records in CRM or tracking tools, and support a positive, client-focused experience from initial contact through disbursement.

Qualifications

• Candidates should possess strong sales, negotiation, and persuasion skills, with the ability to convert leads into long-term client relationships.
• Candidates should possess client relationship management and customer service skills, including active listening, needs assessment, and follow-up discipline.
• Candidates should possess basic financial understanding and analytical skills to interpret business requirements and match them with appropriate lending solutions.
• Candidates should possess effective communication skills in English and local languages, along with clear presentation and interpersonal abilities.
• Candidates should possess strong organizational and time-management skills to handle multiple leads, documentation requirements, and deadlines.
• Prior experience in financial services, banking, NBFCs, or SME lending sales is highly beneficial.
• A bachelor’s degree in business, finance, commerce, or a related field is preferred.
• Comfort with on-site client visits in the Pune Division and familiarity with basic digital tools (email, spreadsheets, CRM) is expected.