Sales Intern Education Finance

About the Role

We are looking for a Sales Intern to support the education loan facilitation process at our partner educational institutes.

This role involves direct interaction with students and parents, explaining education loan 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 fast-paced setting.

Key Responsibilities

- Interact with students, parents and customers at assigned educational institute partners.
- Understand customer requirements and guide them on suitable education loan solutions.
- Explain loan processes, documentation requirements, timelines and applicable policies.
- Communicate important loan-related information, including EMI schedules, loan closure and cancellation procedures.
- Assist customers throughout the loan processing journey and ensure accurate documentation.
- Follow up with customers and internal teams to ensure smooth application processing.
- Coordinate with internal teams to resolve customer queries and process-related issues.
- Maintain accurate customer and application records.
- Ensure a positive customer experience throughout the loan journey.
- Escalate customer issues to the Relationship Manager or Sales Manager when required.
- Handover relevant customer information to the designated Relationship Manager/Sales Manager for further support.
- Support the team in achieving business and customer-service objectives.
- Maintain professional relationships with students, parents and institute representatives.
- Follow company policies, compliance requirements and customer data confidentiality standards.

Learning & Exposure

You will gain practical exposure to:

- Education finance and the lending industry.
- End-to-end loan facilitation and customer servicing.
- Loan documentation, verification and application processing.




- Sales and customer relationship management.
- Financial-product communication and customer counselling.
- Follow-ups, negotiation and problem-solving.
- Cross-functional collaboration with Sales, Relationship Management and Operations teams.
- Working in a fast-paced FinTech environment.

Required Skills

- Good verbal and written communication skills.
- Strong interpersonal and relationship-building skills.
- Customer-oriented approach.
- Good listening and problem-solving abilities.
- Ability to explain processes clearly.
- Basic understanding of sales and customer service.
- Comfortable interacting with students and parents.
- Strong follow-up and coordination skills.
- Willingness to work in a target-oriented environment.
- Basic knowledge of MS Excel/Google Sheets.
- Willingness to learn about education loans and financial products.

Preferred Skills

- Prior internship or experience in sales, customer service, BFSI, FinTech or education.
- Exposure to direct customer interaction.
- Basic understanding of financial products or education loans.
- Experience working with colleges, universities or educational institutes.
- Good proficiency in English and Hindi.
- Strong convincing and communication skills.
- Self-motivated and proactive approach.

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 FinTech and education lending.
- Practical exposure to customer-facing sales and loan processes.
- Mentorship from experienced sales and business teams.
- Development of communication, sales and relationship-management skills.
- Exposure to a professional corporate setting and cross-functional teams.
- Understanding of how a growing education-finance business operates.

📌 Sales Intern (Mumbai)
🏢 Bluebear Technology
📍 Mumbai