Sales Intern

1 week ago

Mumbai Maharashtra India, Maharashtra CapitalXB Full time

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 CapitalXB’s 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 Bachelor’s/Master’s 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.

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