Tele-Sales Specialist (Business Finance Specialist) - Loans

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.

WHAT YOU WILL GET IN RETURN

• Competitive Salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities

TIDE IS A PLACE FOR EVERYONE

At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives.

We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.

At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.

Disclaimer It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that:

• Tide does not charge any fees at any stage of the recruitment process.
• All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel.
• Communication from Tide will only come from an official @tide.co email address.
• Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf.

If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co
Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process.

Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy.

Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.