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Sales InternOngoleBulls • India
Sales Intern

Sales Intern

OngoleBulls • India
5 hours ago
Job description

Job Description Sales Intern – OngoleBulls Invest Pvt Ltd

Location : Hyderabad (On-site)

Job Type : Internship – Full-time

Duration : 3–6 Months (Performance-Based Extension Possible)

Compensation : Stipend + Performance-based Incentives

Education : B.Com / BBA / BBM / MBA (Any Specialization)

Experience : Freshers / 0–1 year

About the Role

We are looking for Sales Interns to support client engagement, lead coordination, documentation, and sales operations across mutual funds and investment products. The role includes exposure to Monthly SIP planning, Lump Sum investment onboarding, and investor servicing .

Key Responsibilities

  • Engage with prospective clients and explain investment offerings professionally.
  • Support the onboarding of investors for Monthly SIPs and Lump Sum investments .
  • Coordinate with Relationship Managers for follow-ups and service requests.
  • Maintain accurate records and update CRM with lead and conversion tracking.
  • Participate in outreach activities including meetings, seminars, and marketing initiatives.
  • Assist in documentation, application processing & compliance requirements.
  • Learn the basics of investment advisory and wealth management processes.
  • Support reporting, MIS preparation and data management for the sales team.

Required Skills

  • Good communication and interpersonal skills.
  • Interest in financial products and customer engagement.
  • Basic proficiency in MS Excel, Word & PowerPoint.
  • Organized, disciplined and detail-oriented approach.
  • Ability to work collaboratively within a team.
  • Qualifications

  • B.Com / BBA / BBM / MBA or equivalent
  • Freshers encouraged to apply
  • What You Will Learn

  • Professional sales processes within financial services
  • Customer handling skills & structured communication
  • Basics of Mutual Funds, Monthly SIPs & Lump Sum investments
  • Documentation and compliance protocols
  • Sales tracking, CRM usage & reporting
  • Performance & Incentive Structure

  • Stipend + performance-based incentives
  • Incentives may be linked to successful conversions of Monthly SIPs, Lump Sum investments & client onboarding
  • (Full structure will be explained during interviews)
  • Work Environment

  • On-site at Hyderabad corporate office
  • Monday to Saturday (Standard business hours)
  • Application Process

    Email : Contact :

    About OngoleBulls

    OngoleBulls Invest Pvt Ltd operates in the investment & wealth management sector, offering mutual funds, equity investing, and advisory solutions. We follow a professional culture focused on learning, ethics, and client-centricity.

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