Intern

AU SMALL FINANCE BANK; Shimla district; On-site; INR 134,000 - 201,000; Full time

Job summary

AU Small Finance Bank Limited seeks a Sales Intern to gain hands-on exposure in the financial services sector. You will support the sales team, engage in market research, and assist client interactions to understand customer needs and growth objectives.

You will help prepare presentations, update CRM data, analyze sales information, and contribute to campaigns while learning about financial products and regulatory compliance in a dynamic banking environment.

Qualifications

• Category: #*Category*#
• Field specialization: #*Field specialization*#
• Degree: #*Degree*#
• Academic score: #*Academic score*#
• Institution tier: #*Institution tier*#

Responsibilities

• Assist the sales team in identifying potential clients and generating leads through market research and outreach activities.
• Support the preparation and delivery of sales presentations and proposals tailored to client requirements.
• Maintain and update customer databases to ensure accurate and timely information for sales follow-ups.
• Collaborate with cross-functional teams to gather product information and stay updated on new financial offerings.
• Participate in client meetings and calls to understand customer needs and provide relevant product information.
• Analyze sales data and prepare reports to track performance metrics and identify areas for improvement.
• Contribute to the development and execution of sales campaigns and promotional activities.
• Assist in resolving customer queries and escalating issues to the appropriate departments for timely resolution.
• Support compliance with regulatory requirements and internal policies during sales processes.

Skills

Lead Generation

CRM

Market Research

Sales Presentation

Data Analysis

Financial Product Knowledge

Communication Skills

MS Excel

MS PowerPoint

Report Preparation

Problem Solving

Regulatory Compliance Awareness

Education

Currently pursuing or recently completed degree in Business Administration, Finance, Marketing, or a related field

Tools

MS Excel

MS PowerPoint

Job description

• Financial Product Knowledge

Group Company: AU Small Finance Bank Limited

Designation: Intern

Office Location

Position description

#*Position description*#

Primary Responsibilities

#*Primary Responsibilities*#

Additional Responsibilities

#*Additional Responsibilities*#

Reporting Team

• Reporting Designation: #*Reporting Designation*#


• Reporting Department: #*Reporting Department*#

Educational Qualifications Preferred

#*Education and Experience*#

• Category: #*Category*#


• Field specialization: #*Field specialization*#


• Degree: #*Degree*#


• Academic score: #*Academic score*#


• Institution tier: #*Institution tier*#

Required Certification/s

#*Required Certification/s*#

Required Training/s

#*Required Training/s*#

Required Work Experience

• Industry: #*Industry*#


• Role: #*Role*#


• Years of experience: #*Years of experience*#

Job Brief

Join AU Small Finance Bank Limited as a Sales Intern and gain hands-on experience in the financial services sector. This role offers a unique opportunity to work closely with the sales team to understand customer needs, support business development initiatives, and contribute to the bank's growth objectives. The intern will engage in market research, client interaction, and sales process support, developing a strong foundation in financial products and customer relationship management within a dynamic banking environment.

Responsibilities

• Assist the sales team in identifying potential clients and generating leads through market research and outreach activities.


• Support the preparation and delivery of sales presentations and proposals tailored to client requirements.


• Maintain and update customer databases to ensure accurate and timely information for sales follow-ups.


• Collaborate with cross-functional teams to gather product information and stay updated on new financial offerings.


• Participate in client meetings and calls to understand customer needs and provide relevant product information.


• Analyze sales data and prepare reports to track performance metrics and identify areas for improvement.


• Contribute to the development and execution of sales campaigns and promotional activities.


• Assist in resolving customer queries and escalating issues to the appropriate departments for timely resolution.


• Support compliance with regulatory requirements and internal policies during sales processes.


• Engage in continuous learning to enhance knowledge of financial products, market trends, and sales techniques.

Skill

• Lead Generation


• Customer Relationship Management (CRM)


• Market Research


• Sales Presentation


• Data Analysis


• Financial Product Knowledge


• Communication Skills


• MS Excel


• MS PowerPoint


• Report Preparation


• Problem Solving


• Regulatory Compliance Awareness

Preferred Qualifications

• Currently pursuing or recently completed a degree in Business Administration, Finance, Marketing, or a related field.


• Basic understanding of financial products, banking operations, and sales principles.


• Strong communication and interpersonal skills with a customer-centric approach.


• Proficiency in MS Office applications, particularly Excel and PowerPoint.


• Ability to analyze data and generate insightful reports.


• Demonstrated eagerness to learn and adapt in a fast-paced financial services environment.


• Prior internship or project experience in sales or financial services is a plus.

Key Performance Indicators

#*Key Performance Indicators*#

Required Competencies

#*Required Competencies*#

Required Knowledge

#*Required Knowledge*#

Required Skills

#*Required Skills*#

Required Abilities

• Physical: #*Physical*#


• Other: #*Other*#

Work Environment Details

#*Work Environment Details*#

Specific Requirements

• Travel: #*Travel*#


• Vehicle: #*Vehicle*#


• Work Permit: #*Work Permit*#

Other Details

• Pay Rate: #*Pay Rate*#


• Contract Types: #*Contract Types*#


• Time Constraints: #*Time Constraints*#


• Compliance Related: #*Compliance Related*#


• Union Affiliation: #*Union Affiliation*#