Job Description

Function/Group:

TallyCapital:

Experience:

4-6 Years

Location:

India

About Tally

The pioneers of software product industry in India, we are a technology and innovation led company simplifying the lives of small and medium businesses over the last three decades. With our cutting-edge technology, we have had the privilege to reach over 2.5 million business globally and cater to more than 7 million users in over 100 countries. We are passionate about the SMEs' growth and aim to deliver the best for their business through our product innovation and excellence. Our teams develop some of the most ingenious solutions that suit the unique requirements of millions of businesses across the globe. With a market share of 75% in India, we have a strong foothold in the Middle East and are also serving customers in SAARC & APAC, Africa, and North America. Our robust network of 28000+ partners help us deliver unmatched customer experience in sales, support, and services globally.

With a sole purpose of Making Everyone Who Touches Tally, Happier, we aim to be the technology fabric that drives the economic growth of the world, by 2030.

Culture & Values

Over the years, we have nurtured a value-based culture that let individuals follow their lead and support them in their growth journey with us. We value honesty and integrity, prioritize a people-first culture, pursue excellence, and drive impactful innovation with simplicity.

Our vision at Tally is to ensure that all employees get access to equal opportunities, with decisions grounded on performance, merit, competence, and potential. We are dedicated to fairness and transparency in our policies. By fostering diversity and equality, we strive to eliminate all forms of discrimination. We are committed to an inclusive leadership where our leaders ensure that our people are empowered to be at their best, professionally, and personally. We take great pride in our work culture which has helped become a proud member of the elite Kincentric Best Employers Club!

TallyCapital:

TallyCapital function within Tally aims to address the working capital needs of MSMEs

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With Tally's legacy of serving over 2.5 million clients and empowering countless MSME businesses with financial management solutions, we recognize the immense potential and the challenges faced by these enterprises. Our business loans platform leverages cutting-edge technology to streamline the lending process, providing MSMEs with quick and hassle-free access to flexible financing options. By seamlessly integrating with our ERP software, businesses can easily assess their financial health, determine their eligibility for tailored working capital solutions and apply for a loan - all within a single platform. Our partner base adds a deep layer of relationship with the customers, which supplements the tech layer offering in the product. As the fintech and banking sectors undergo transformative innovations, Tally Capital is poised to bridge the financing gap that currently affects 65-70% of MSMEs, offering a multi-decadal opportunity for growth and impact.


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We believe in

Empower:

Enable MSMEs with seamless access to flexible working capital, driving sustained growth and impact.

Bridge:

Mitigate the credit gap for MSMEs by integrating finance with tech, trust, and deep business understanding.

Enable:

Deliver tailored financial solutions within the Tally ecosystem to help MSMEs thrive.

What You Will Own

This is a sales and customer engagement role. Person will be responsible to generate leads, collect required document, help customer to apply for loan and manage good relationship.

Experience You Should Bring

An ability to understand lending products and a strong background on the fundamentals of finance. Has strong customer orientation and is able to handle objections from customers methodically and politely. Should have effective communication skills - oral and written in English, Hindi, and local language. An ability to display a keen sense of empathy with the customer. Patience to deal with the customers, partners, and analysts in the face of process-breakdowns and delays. Working knowledge of MS Excel.

What You Will Be Doing

Lead generation on the ground for MSME loans. o Tele-calling and physical visits to the partners to generate the required number of applications and conversions in a month. Tele-calling and physical visits to the partners to generate the required number of applications and conversions in a month. Helping the customer apply for a loan through the Tally platform. Engaging with the prospects and clarifying any queries that they might have about the lending products or process. Co-ordinating with the partner and partner resources for leads, clarifying any questions that they might have about the products and processes. Coordinating with the financial analyst at the back end in case of any queries raised by Tally or by the lender. Advocating the requirements of the customer and making suggestions for improvement in processes. * Will have to have complete clarity on the lending products on offer.