Sales Intern

Margosa Capital Services; Bengaluru; On-site; INR 120,000 - 180,000; Full time

Job summary

Margosa Capital Services is seeking a Sales Intern to support the sales team in identifying prospective clients and presenting financial products. The role involves on-site work in Bengaluru, client onboarding, CRM record-keeping, and preparing sales materials.

You will learn about mutual funds, insurance, and investment solutions while training with senior mentors to build sales and financial product knowledge.

Qualifications

• Strong communication, both verbal and written, with clients and internal teams.
• Solid customer service skills to handle queries and ensure a positive experience.
• Foundational sales skills: lead generation, follow-up, negotiation basics.
• Interest or exposure to training and sales management concepts and mentorship.
• Basic understanding of financial products and strong numerical aptitude.

Responsibilities

• Identify prospective clients and reach out via calls, emails, and meetings.
• Present suitable financial products and services and support onboarding.
• Maintain accurate CRM records and prepare sales presentations.
• Coordinate with internal teams and participate in training sessions to build product knowledge.

Skills

Communication skills

Customer service

Sales basics

Training & sales management concepts

Numerical aptitude

Education

Bachelor’s degree (completed or in progress) in business, finance, economics

Tools

CRM software

MS Office

Job description

Company Description

Margosa Capital is an integrated financial distribution, intermediation, and advisory firm focused on connecting individuals and institutions with tailored wealth and capital solutions. As a trusted channel partner to leading asset managers, banks, insurers, and financial institutions, the firm provides access to a broad range of financial products, including mutual funds, equities, debt instruments, AIFs, PMS, and insurance. Margosa Capital operates in strict compliance with regulations set by SEBI, RBI, IRDAI, and AMFI. By combining product accessibility with research-driven insights, the firm helps clients navigate markets, manage risk effectively, and build long-term financial security.

Role Description

This is a full-time on-site Sales Intern role. The Sales Intern will support the sales team in identifying prospective clients, reaching out through calls, emails, and meetings, and presenting suitable financial products and services. Daily activities include assisting with client onboarding, maintaining accurate records in CRM tools, preparing sales presentations, and following up on leads to support conversion and retention. The role also involves coordinating with internal teams, learning product features across mutual funds, insurance, and investment solutions, and participating in training sessions to build sales and financial product knowledge. The intern is expected to contribute to a professional, client-focused environment and demonstrate a strong interest in financial services and wealth management.

Qualifications

• Candidates should possess strong Communication skills, including clear verbal and written interaction with clients and internal teams.
• Candidates should possess Customer Service skills to handle queries, provide information, and ensure a positive client experience.
• Candidates should possess foundational Sales skills, such as lead generation, follow-up, and basic negotiation.
• Candidates should possess an interest or exposure to Training and Sales Management concepts, including learning from senior mentors and understanding sales processes.
• Relevant qualifications such as a bachelor’s degree (completed or in progress) in business, finance, economics, or a related field are beneficial.
• Basic understanding of financial products (mutual funds, insurance, investment solutions) and strong numerical aptitude are an advantage.
• Ability to work on-site in Bengaluru or remote, demonstrate initiative, maintain professional ethics, and collaborate within a team environment.
• Proficiency in MS Office tools and familiarity with CRM or sales tracking software is preferred.