Pre Sales Associate - Investment Banking

Job description:

Terkar Capital is one of India’s leading debt syndication firms, offering strategic financing solutions to businesses across sectors. With a presence across major cities, we help companies raise funds through structured financial products tailored to their growth needs. For more details you can refer our website www.terkarcapital.com and our social media handles.

Role Overview

We are seeking a Pune based professional to handle inbound leads across our full range of products including Unsecured Business Loans, Vendor Financing, Structured Term Loans, and more. You will be the first point of contact for potential clients — engaging with them, understanding their requirements, and converting inquiries into qualified opportunities.

Key Responsibilities

• Manage and respond to daily leads
• Qualify prospects and explain the right product offerings based on business requirements
• Follow structured scripts and pitch decks; adjust based on client profiles
• Maintain CRM with lead updates, communication records, and follow-up schedules
• Coordinate with internal teams for documentation and transaction closure
• Drive conversion rates by understanding client pain points and communicating solutions clearly.
• Ensure a professional, empathetic, and persuasive approach in all communications.

Desired Candidate Profile

• Open to fresher’s and experienced candidates with a strong client-handling ability.
• Excellent communication in English, Hindi and any other language is a plus.
• Confident, attentive listener, quick thinker.
• Basic understanding of financial services related to Corporate debt preferred (training will be provided).

Working Hours

 Monday to Saturday | 9:00 AM to 7:00 PM

 Sunday Off

Compensation

 Fixed Salary + Performance-Based Incentives

 Industry-standard remuneration with opportunity for growth based on performance

Please apply to this post or email CV with salary expectations to mumbai@terkarcapital.com

Job Type: Full-time

Pay: ₹28,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Commuter assistance
• Internet reimbursement
• Paid sick time

Application Question(s):

• Can you come for in person interview at our

Pune office tomorrow?

• What is your min salary requirement
• How confident are you to convert a lead to client based on your communication skills
• How would you rate your communication in English ?

Work Location: In person