Sales Officer Intern

propelld · India

Sales Intern – Education Finance

About the Role

We are looking for a Sales Intern to support the end-to-end education loan facilitation process at our partner educational institutes. This role involves direct interaction with students and parents, explaining loan-related processes, assisting customers throughout the loan journey, and coordinating with internal teams to ensure a smooth customer experience.

The internship will provide hands-on exposure to sales, customer interaction, education finance, loan processing, and relationship management in a fast-paced environment.

Key Responsibilities

• Interact directly with students, parents, and customers at assigned educational institute partners.
• Understand customer requirements and provide appropriate guidance on education loan solutions.
• Explain the complete loan process, documentation requirements, timelines, and applicable policies to customers.
• Clearly communicate important loan-related information, including EMI debit schedules, loan closure procedures, cancellation policies, and other terms .
• Assist customers with the end-to-end loan processing journey, ensuring all required information and documents are collected accurately.
• Coordinate with internal teams to resolve customer queries and ensure timely processing of loan applications.
• Follow up with customers and internal stakeholders to ensure applications move smoothly through the process.
• Maintain accurate customer and application records as per company processes.
• Ensure a positive and satisfactory customer experience throughout the loan journey.
• Identify and escalate customer issues or process-related concerns to the appropriate Relationship Manager or Sales Manager.
• Handover customer details and relevant information to the designated Propelld Relationship Manager / Sales Manager after completion of the loan process for further service and support.
• Support the team in achieving assigned business and customer-service objectives.
• Maintain professional relationships with students, parents, and partner institute representatives.
• Adhere to company policies, processes, compliance requirements, and customer data confidentiality standards.

Learning & Exposure

• Gain practical exposure to the education financing and lending industry .
• Understand the complete loan facilitation and customer servicing process.
• Learn about loan operations, documentation, customer verification, and application processing.
• Develop practical knowledge of sales and customer relationship management .
• Gain exposure to revenue-generating processes and business operations.
• Learn how to communicate financial products and policies effectively to customers.
• Develop professional skills in communication, negotiation, follow-ups, and problem-solving.
• Gain an understanding of organizational structures, cross-functional collaboration, and corporate workflows.
• Work closely with experienced Relationship Managers, Sales Managers, and internal operations teams .

Required Skills & Competencies

• Strong verbal and written communication skills.
• Good interpersonal and relationship-building skills.
• Customer-oriented approach with a willingness to assist and guide customers.
• Good listening and problem-solving abilities.
• Ability to explain processes and information clearly.
• Basic understanding of sales and customer service.
• Comfortable interacting with students and parents.
• Good follow-up and coordination skills.
• Ability to work in a target-oriented and fast-paced environment.
• Basic knowledge of MS Excel/Google Sheets and other office tools.
• Willingness to learn about education loans and financial products.

Preferred Skills / Nice to Have

• Prior internship or experience in sales, customer service, BFSI, fintech, or education.
• Exposure to field sales or direct customer interaction.
• Basic understanding of financial products or education loans.
• Experience working with colleges, universities, coaching institutes, or educational organizations.
• Good proficiency in English and Hindi.
• Strong convincing and communication skills.
• Self-motivated and proactive approach.
• Ability to handle multiple customer queries and tasks simultaneously.

Eligibility

• Education: Any graduate / pursuing graduation or equivalent.
• Experience: Freshers and candidates with prior internship experience can apply.
• Candidates interested in Sales, BFSI, FinTech, Education Finance, and Customer Relationship Management are encouraged to apply.
• Should be comfortable working from/at assigned educational institute partner locations.

What You Will Gain

• Hands-on experience in the FinTech and education lending industry .
• Practical exposure to customer-facing sales and loan processes.
• Mentorship and learning from experienced sales and business teams.
• Opportunity to develop communication, sales, relationship management, and problem-solving skills.
• Exposure to a professional corporate environment and cross-functional teams.