Sales Intern

4 days ago

Hyderabad, Telangana, India OngoleBulls Full time

Job Description
Sales Intern – OngoleBulls Invest Pvt Ltd

Location:
Hyderabad (On-site)

Job Type:
Internship – Full-time

Duration:
3–6 Months (Performance-Based Extension Possible)

Compensation:
Stipend + Performance-based Incentives

Education:
B.Com / BBA / BBM / MBA (Any Specialization)

Experience:
Freshers / 0–1 year

About the Role

We are looking for
Sales Interns
to support client engagement, lead coordination, documentation, and sales operations across mutual funds and investment products. The role includes exposure to
Monthly SIP planning, Lump Sum investment onboarding, and investor servicing
.

Key Responsibilities

  • Engage with prospective clients and explain investment offerings professionally.
  • Support the onboarding of investors for
    Monthly SIPs and Lump Sum investments
    .
  • Coordinate with Relationship Managers for follow-ups and service requests.
  • Maintain accurate records and update CRM with lead and conversion tracking.
  • Participate in outreach activities including meetings, seminars, and marketing initiatives.
  • Assist in documentation, application processing & compliance requirements.
  • Learn the basics of investment advisory and wealth management processes.
  • Support reporting, MIS preparation and data management for the sales team.

Required Skills

  • Good communication and interpersonal skills.
  • Interest in financial products and customer engagement.
  • Basic proficiency in MS Excel, Word & PowerPoint.
  • Organized, disciplined and detail-oriented approach.
  • Ability to work collaboratively within a team.

Qualifications

  • B.Com / BBA / BBM / MBA or equivalent
  • Freshers encouraged to apply

What You Will Learn

  • Professional sales processes within financial services
  • Customer handling skills & structured communication
  • Basics of Mutual Funds, Monthly SIPs & Lump Sum investments
  • Documentation and compliance protocols
  • Sales tracking, CRM usage & reporting

Performance & Incentive Structure

  • Stipend + performance-based incentives
  • Incentives may be linked to successful conversions of
    Monthly SIPs, Lump Sum investments & client onboarding
  • (Full structure will be explained during interviews)

Work Environment

  • On-site at Hyderabad corporate office
  • Monday to Saturday (Standard business hours)

Application Process

Email:

Contact:

About OngoleBulls

OngoleBulls Invest Pvt Ltd operates in the investment & wealth management sector, offering mutual funds, equity investing, and advisory solutions. We follow a professional culture focused on learning, ethics, and client-centricity.

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