Sales Intern

Location: Andheri East / Santacruz, MumbaiRole 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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