Job Title: Sales & Customer Success Executive / Intern Financial Services

Location: Pune /Mumbai

Stipend / Compensation: 15,000 per month for interns; compensation for experienced candidates can be discussed based on profile

Employment Type: Internship / Full-Time

Industry Focus: Financial Services, Banking, Broking, Insurance, FinTech

About Regulense

Regulense is a regulatory intelligence and compliance technology platform designed to help organizations track, understand, and manage regulatory changes and compliance requirements more effectively.

To know more about the platform, visit www.regulense.com.

About the Role

We are looking for energetic and business-oriented candidates to join us in a Sales & Customer Success role focused on the financial services sector.

We are open to both freshers and candidates with prior experience in sales, business development, customer success, account management, project coordination, banking, insurance, broking, FinTech, or enterprise technology.

This is not a pure sales role. The selected candidate will be involved across the complete customer lifecycle — from identifying prospects and supporting sales conversations to coordinating projects, managing customer relationships, and ensuring successful engagement with clients.

The role is suitable for candidates who want to build or grow their career in B2B technology sales, financial services, customer success, account management, and project management.

Key Responsibilities

- Identify and connect with prospective customers across banks, NBFCs, brokerage firms, insurance companies, asset management companies, and other financial institutions.
- Support lead generation, customer outreach, presentations, product demonstrations, and follow-up activities.
- Understand customer requirements and coordinate internally with technology, product, and delivery teams.




- Manage ongoing communication with customers throughout the project lifecycle.
- Track project milestones, customer requirements, action items, dependencies, and deliverables.
- Build and maintain robust relationships with customer stakeholders.
- Coordinate customer meetings, prepare meeting notes, and track closure of action items.
- Support preparation of proposals, presentations, solution documents, and sales collateral.
- Maintain sales pipeline, opportunity status, and customer interactions.
- Work closely with senior management on strategic accounts and new business opportunities.
- Gather customer feedback and communicate improvement opportunities to internal teams.
- Support customer onboarding and ensure smooth coordination during implementation and delivery.

Who Can Apply We welcome applications from both freshers and experienced professionals.

Freshers may apply if they:

- Have completed or are pursuing MBA, PGDM, BBA, B.Com, Engineering, or a related degree.
- Have strong communication and presentation skills.
- Are confident interacting with customers and senior professionals.
- Have an interest in financial services, FinTech, AI, analytics, or enterprise technology.
- Are proactive, organized, and willing to take ownership.

Experienced candidates may apply if they have exposure to:

- B2B Sales
- Business Development
- Financial Services
- Banking
- Insurance
- Stock Broking
- FinTech
- Customer Success
- Account Management
- Client Relationship Management
- Project Coordination




- Enterprise Technology Sales

Candidates with 0–3 years of experience are encouraged to apply.

What We Are Looking For

- Strong verbal and written communication skills.
- Good interpersonal and customer-handling skills.
- Ability to understand customer requirements and coordinate with internal teams.
- Strong follow-up and relationship-management skills.
- Good presentation skills.
- Basic working knowledge of Microsoft PowerPoint and Excel.
- Ability to manage multiple customer discussions and project activities simultaneously.
- Willingness to travel locally for customer meetings when required.
- Interest in technology-led solutions for the financial services industry.

What You Will Gain The role provides hands-on exposure to:
- Enterprise B2B sales
- Financial services and FinTech
- Regulatory technology and compliance solutions
- Customer relationship management
- Key account management
- Project coordination
- Customer success
- Solution selling
- Customer presentations and product demonstrations
- AI and technology-led financial solutions
- Working directly with founders and senior leadership

Job Details

Location: Pune / Mumbai

Internship Stipend: 15,000 per month

Experience: 0–3 years

Work Mode: Office / Customer-facing, depending on project requirements

Website: www.regulense.com

Freshers can join as interns or trainees, while suitable candidates with prior experience may be considered for a full-time role.

Preferred Skills

B2B Sales | Business Development | Customer Success | Financial Services | Banking | FinTech | Insurance | Stock Broking | Regulatory Technology | Compliance | Account Management | Client Relationship Management | Project Coordination | Lead Generation | Customer Management | Presentation Skills

Perks and benefits

Provident fund, Health insurance

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