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 rapid-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 quick-paced setting.
- 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 setting and cross-functional teams.

📌 Sales Operations Intern (Mumbai)
🏢 Propelld
📍 Mumbai