WALK IN DRIVE - Loan Tele-Sales Specialist (Fixed + PLI)

Tide - Business Management Platform; Gurugram District; On-site; INR 300,000 - 540,000; Full time

Benefits offered by this job

Competitive Compensation + Performance

Generous annual leave

Parental Leave

Sabbatical

Health Insurance

Life & Accident Cover

Mental Wellbeing

Volunteering & Development Days

Learning & Development

Home Office Setup

Laptop Ownership

Snacks & Meals

Job summary

Tide is hiring a Junior/Business Finance Specialist in India to engage premium leads for business loan opportunities. You will assess customer needs, explain loan options, and guide prospects through the application journey with a consultative approach.

Requirements include 1+ year in telesales or related roles, strong Hindi/English, and CRM experience. Join a growth-focused team delivering a seamless, compliant customer experience with performance-based incentives.

Qualifications

• 1+ years of experience in telesales or inside sales.
• Experience in Business Loans, Personal Loans, Lending, Banking, NBFCs or FinTech.
• Experience handling premium/high-value leads.
• Strong Hindi and English communication skills.
• Outbound calls and lead funnel management experience.
• Strong sales, persuasion and objection-handling skills.
• Ability to explain financial products clearly to customers.
• Comfortable speaking with business owners and premium customers.
• Target-oriented in a performance-driven environment.
• Strong follow-up and lead management skills.
• CRM systems experience.

Responsibilities

• Reach out to premium and high-intent leads and other leads based on business requirements.
• Understand customers' business needs and financing requirements to identify Loan opportunities.
• Explain loan products, eligibility criteria, terms and documentation clearly.
• Build strong customer relationships through consultative conversations.
• Qualify leads based on requirements and move prospects through the sales journey.
• Follow up consistently to drive conversions and application completion.
• Handle queries and objections and provide solutions.
• Coordinate with internal teams for a smooth customer journey from lead to processing.
• Maintain accurate lead and follow-up data in systems.
• Work toward defined calling, conversion and business targets while maintaining good CX.
• Ensure interactions comply with company policies and regulatory requirements.

Job description

ABOUT TIDE

At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting.

Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France.

Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love.

Tide facts:

• Tide is available for UK, Indian, German and French SMEs
• Over 2 million members: 900,000 UK and 1,100,000 in India and growing rapidly
• Over $300 million raised in funding
• Over 2,800 Tideans globally
• Recognised with Great Place to Work certification three years in a row, and among Indias Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026
• We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg

ABOUT THE ROLE

• Join our Junior/Business Finance team as a Junior/Business Finance Specialist, responsible for connecting with prospective customers interested in Business Loans.
• Reach out to premium and high-intent leads, along with other leads based on business requirements.
• Understand customers business needs and financing requirements to identify relevant Business Loan opportunities.
• Explain loan products, eligibility criteria, key terms and documentation requirements clearly to customers.
• Build strong customer relationships through professional and consultative conversations.
• Qualify leads based on customer requirements and basic eligibility and move relevant prospects through the sales journey.
• Follow up consistently with interested customers to drive conversions and application completion.
• Handle customer queries and objections effectively and provide appropriate solutions.
• Coordinate with internal teams to ensure a smooth customer journey from lead qualification to loan processing.
• Maintain accurate lead and follow-up information in the relevant systems.
• Work towards defined calling, conversion and business targets while maintaining a strong customer experience.
• Ensure all customer interactions and communication are aligned with company policies and compliance requirements.

WHAT WE'RE LOOKING FOR

• 1+ years of experience in telesales, inside sales, telecalling or customer-facing sales roles.
• Experience in Business Loans, Personal Loans, Lending, Banking, NBFCs or FinTech will be preferred.
• Experience handling premium/high-value leads or customers will be an added advantage.
• Strong Hindi and English communication skills, with the ability to communicate confidently and professionally with customers.
• Comfortable handling outbound calls and managing a lead funnel through regular follow-ups.
• Strong sales, persuasion and objection-handling skills.
• Ability to understand customer requirements and explain financial products in a simple and clear manner.
• Comfortable speaking with business owners and premium customers.
• Target-oriented and comfortable working in a performance-driven sales environment.
• Strong follow-up and lead management skills.
• Good customer relationship management and problem-solving skills.
• Basic understanding of financial products, with the ability and willingness to learn Business Loan products.
• Comfortable working with CRM systems and other sales tools.
• Graduate in any discipline preferred.

WHAT YOU'LL GET IN RETURN

Our location-specific employee benefits are designed to cater to the unique needs of Tideans:

• Competitive Compensation + Performance Based Incentives
• Time Off Generous annual leave on top of bank holidays.
• Parental Leave Paid maternity, paternity, and adoption leave to support your family journey.
• Sabbatical Extended unpaid and paid leave options after completing milestone years with Tide.
• Health Insurance – Private family insurance with additional OPD coverage and top-up options.
• Life & Accident Cover – Comprehensive accidental and life insurance protection.
• Mental Wellbeing – Access to therapy sessions, courses, meditations, and workshops.
• Volunteering & Development Days – Paid days annually for volunteering or personal growth.
• Learning & Development – Annual budget for books, courses, coaching, and more.
• Home Office Setup – Contribution towards setting up your home office.
• Laptop Ownership – Keep your old laptop and get a new one when it’s time for a replacement.
• Snacks & Meals – Office perks with snacks, coffee, tea, and lunch.