Finance Consultant

3 weeks ago

Pune, India RBK Global Capital Services LLC Full time

Role Overview :

We are hiring Finance Consultant Intern and Executive to support our client acquisition and market expansion efforts. This is a great opportunity for individuals who are confident communicators, self-motivated, and eager to work in fintech, global trade, and financial services.

Key Responsibilities Common Responsibilities for Interns & Executives:

 Identify and engage potential clients such as exporters, importers, freelancers, and MSMEs.

 Explain RBK's financial services such as trade finance, cross-border payments, and multi-currency accounts.

 Conduct outreach via LinkedIn, email, and calls to generate leads and book meetings.

 Assist in preparing client presentations, proposals, and onboarding documentation.

 Collaborate with internal teams (product, operations, compliance) to support client conversion and satisfaction.

 Maintain CRM data, follow up with leads, and prepare weekly reports on sales activity. For Interns:

 Support senior executives in day-to-day client acquisition tasks.

 Participate in meetings and shadow experienced sales professionals.

 Duration: 6 months

 Receive Certificate + Letter of Recommendation

 Potential for full-time placement upon successful completion.

For Full-Time Executives:

 Take ownership of the complete sales cycle: prospecting to onboarding to retention.

 Build and manage a pipeline of qualified leads and meet monthly sales targets.

 Represent RBK at industry events, trade shows, and webinars.

 Salary + performance-based incentives

 Career growth opportunities in business development, trade finance, or partnerships. Requirements (For Both Roles)

 Excellent English communication skills – written and spoken

 Strong interpersonal skills and the ability to negotiate and influence

 Interest in B2B sales, fintech, or global trade  Basic knowledge of exports/imports, trade finance, or payments is a plus

 Proficiency with MS Office / Google Workspace; CRM tools (e.g., Zoho, HubSpot) is a bonus  Self-starter with a growth mindset

Contact Details : /

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