BDE For Loans & Financial Services

Trybotics; Bengaluru; On-site; INR 56,000 - 167,000; Full time

Benefits offered by this job

Certificate

Letter of recommendation

Flexible work hours

Informal dress code

5 days a week

Free snacks & beverages

Job summary

Umakula Engineers Builders and Developers Private Limited, Bengaluru-based, is offering an in-office sales internship to drive loan enquiries, build referral networks, and convert enquiries into disbursed cases. You will work directly with the founders to grow the loan business across personal, business, home loans, and LAP.

The role covers lead generation, KYC coordination, document management, and ongoing follow-up with banks and NBFC partners.

Qualifications

• Client interaction and communication with customers.
• Strong interpersonal skills for networking with referral partners.
• Excellent oral and written communication for loan discussions.
• Attention to documentation and KYC requirements.
• Ability to coordinate documents and follow up with banks/NBFCs.

Responsibilities

• Generate loan leads through direct outreach, cold calling, local networking, and referrals.
• Build active referral relationships with accountants, property brokers, business owners, and channel partners.
• Understand customers' funding needs and conduct initial eligibility checks against lending-partner criteria.
• Explain loan options, indicative terms, charges, and documentation requirements accurately.
• Convert qualified enquiries into complete loan applications.
• Collect and coordinate KYC, income, banking, business, and property documents as applicable.
• Coordinate with banks, NBFCs, and DSA partners to address queries and move applications forward.
• Track each case through application, sanction, and disbursal, keeping customers informed.
• Maintain accurate CRM records and share regular pipeline and disbursal updates.

Skills

Client Interaction

Interpersonal skills

Effective Communication

Document Management

Document Review and KYC

Job description

About the internship:

We are looking for a sales professional who can generate loan enquiries, build referral relationships, and convert qualified enquiries into disbursed loan cases.

You will work directly with the founders to grow our loan business, helping customers with personal loans, business loans, home loans, and loans against property. The role includes customer acquisition, document coordination, and consistent follow-up with our lending partners.

Selected intern's day-to-day responsibilities include:

• 1. Generate loan leads through direct outreach, cold calling, local networking, and referrals.
• 2. Build active referral relationships with accountants, property brokers, business owners, and channel partners.
• 3. Understand customers' funding needs and conduct initial eligibility checks against lending-partner criteria.
• 4. Explain loan options, indicative terms, charges, and documentation requirements accurately.
• 5. Convert qualified enquiries into complete loan applications.
• 6. Collect and coordinate KYC, income, banking, business, and property documents as applicable.
• 7. Coordinate with banks, NBFCs, and DSA partners to address queries and move applications forward.
• 8. Track each case through application, sanction, and disbursal, keeping customers informed.
• 9. Maintain accurate CRM records and share regular pipeline and disbursal updates.

Meet agreed targets for qualified applications, disbursed cases, and commission revenue.

Who can apply:

• are available for full time (in-office) internship
• can start the internship between 5th Oct'26 and 9th Nov'26
• are available for duration of 3 months
• have relevant skills and interests

Stipend:

INR₹ 5,000 - 15,000 /month

Deadline:

2026-11-05 23:59:59

Other perks:

• Certificate
• Letter of recommendation
• Flexible work hours
• Informal dress code
• 5 days a week
• Free snacks & beverages

Skills required:

• Client Interaction
• Interpersonal skills
• Effective Communication
• Document Management
• Document Review and KYC

Other Requirements:

1. 1. Candidates with prior experience in loan sales, banking, NBFCs, or DSA businesses.
2. 2. A proven track record of independently sourcing and converting loan cases.
3. 3. Strong networking, communication, negotiation, and follow-up skills.
4. 4. Working knowledge of loan eligibility and documentation requirements.
5. 5. Ability to build referral channels and manage multiple applications.
6. 6. Comfortable with customer meetings and local travel.
7. 7. An existing borrower or referral network is an advantage.

About Company:

Umakula Engineers Builders and Developers Private Limited is a Bengaluru-based engineering, construction, and development company established in 2018. We are engaged in building and development activities with a focus on quality execution, efficient project management, and practical on-site implementation.

Our projects provide opportunities to work across various aspects of construction and project execution, including site supervision, planning and scheduling, coordination with contractors and vendors, material management, quality control, estimation, documentation, and monitoring of project progress.

Additional information:

What We Offer:

• 1. Direct collaboration with the founders.
• 2. Ownership of lead generation and business growth.
• 3. Fixed salary plus performance-based incentives linked to disbursals and commissions received.
• 4. Opportunities to build and grow a referral partner network.