Tele-Sales Specialist (Business Finance Specialist) - Business Loans

India, Delhi NCROn-sitesales 1w ago

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 India’s 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

As a Business Finance Specialist at Tide, you will assist customers in the sale of business loans over the phone. You will focus on achieving monthly loan disbursal and telesales productivity targets while maintaining high service quality and operational excellence. You will be responsible for ensuring compliance, preventing mis-selling, and supporting customers through an efficient and effective sales process.

Key Responsibilities:

Assist customers by promoting and selling financial products via outbound and inbound calls.
Achieve assigned monthly loan disbursal and productivity targets.
Maintain high accuracy and efficiency while processing customer interactions.
Ensure strict adherence to compliance guidelines and prevent mis-selling or fraud.
Maintain updated and accurate records of customer communication and sales progress.
Support operational excellence by following internal processes and best practices.
Achieve Monthly Loan Disbursal Targets as provided by the Company with periodic reviews.
Ensure productivity and grow the same with periodic reviews.

WHAT WE ARE LOOKING FOR

Bachelor’s degree in any discipline.
2+ years of experience in telesales, preferably in credit products such as loans and credit cards.
Strong communication and telesales skills.
Ability to understand customer needs and effectively pitch financial products.
Assist customers in the sale of a range of financial products over the phone.
Take full ownership of meeting and exceeding assigned monthly sales and productivity targets.
Maintain high productivity standards while ensuring speed and accuracy in all processes.
Deliver consistent, high-quality service with zero errors or losses.
Prevent mis-selling or fraud and maintain ethical sales practices.
Ensure prompt and effective communication with internal stakeholders.
Adhere to company policies, operational guidelines, and compliance standards.
Keep customer interaction records updated and accurate.
Continuously identify personal improvement areas and participate in learning initiatives.
Be customer-focused, proactive, and committed to delivering results.