Sales Intern

Location: Andheri East / Santacruz, Mumbai

Role Overview:

This role is ideal for candidates interested in sales, business development, and client engagement within a fintech/NBFC environment.

The primary responsibility will be client calling, lead engagement, follow-ups, and supporting the sales funnel from outreach to conversion. The intern will work closely with the sales and leadership teams to ensure smooth client communication, qualification, and onboarding coordination.

High-performing interns may be considered for PPO/full-time opportunities.

Key Responsibilities:

Client Calling & Lead Engagement

• Conduct outbound calls to potential clients (MSMEs, exporters/importers) from internal lead lists.
• Clearly communicate CapitalXBs offerings, eligibility, and financing solutions.
• Qualify leads based on business requirements, documentation readiness, and financing needs.
• Maintain a high call volume and follow structured call scripts (where applicable).
• Schedule meetings/demos for the sales team with interested prospects.

Sales Support & Coordination

• Follow up on warm leads, pending documents, and client action items.
• Assist in client onboarding by coordinating documentation and internal verifications.
• Update and maintain CRM hygiene: status changes, call notes, lead stage progression.
• Support in preparing sales trackers, weekly reports, and pipeline summaries.

Market Intelligence & Research

• Conduct basic research on target MSME segments, trade corridors, and competitor offerings.
• Identify potential outreach clusters and new lead pools for calling activities.

Cross-Functional Collaboration

• Coordinate with operations, risk, and finance teams to fast-track client queries and onboarding.
• Flag operational bottlenecks and propose follow-ups where needed.

Key Qualifications & Skills:

• Strong communication skills and confidence in speaking with clients over phone.
• Good command over English & Hindi (additional regional languages are a plus).
• Ability to maintain structured call logs and follow disciplined follow-up cycles.
• Basic understanding of sales processes, CRM usage, and lead management.
• Highly organized with strong task ownership and responsiveness.
• Proficiency in Excel/Sheets for maintaining trackers is a plus.

Core Competencies:

• Communication Excellence: Clear, polite, and persuasive client interactions.
• Persistence & Follow-Ups: Consistent outreach and disciplined calling cycles.
• Professionalism: Maintaining etiquette and accurate information during calls.
• Speed & Responsiveness: Quick updates, prompt follow-ups, and real-time CRM hygiene.
• Proactive Ownership: Ability to independently manage call lists and lead progress.

Learning Opportunities:

• Hands-on experience in B2B sales within a fintech/NBFC setup.
• Exposure to trade finance products and MSME lending workflows.
• Practical understanding of end-to-end sales pipeline management.
• Opportunity for PPO/full-time based on performance and communication capability.

Eligibility:

• Pursuing or recently completed a Bachelors/Masters in any field (Commerce, Business, Economics preferred).
• Strong interest in sales, client engagement, fintech, or financial services.
• Comfortable working in a fast-paced, target-oriented startup environment.