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.

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