About the role

We’re looking for an organised, detail-oriented intern to help streamline our finance and business operations. You’ll maintain and update the company’s finance, sales and client trackers, keep records accurate, and flag missing information or follow-ups to the team.

What you’ll do Finance and records

- Organise invoices, payment proofs, expense bills and other financial documents.
- Maintain trackers for client-wise revenue, invoices raised, collections, outstanding payments and expenses.
- Help organise salary records and payslips, maintaining confidentiality.
- Compare tracker entries with available records and flag missing information or mismatches.

Sales and client operations

- Update the sales pipeline with lead details, follow-up dates, status, owner and outcome.
- Maintain the client management system, including contact details, services, communication history and next steps.
- Help create and maintain a Tier 1, Tier 2 and Tier 3 client classification using criteria agreed with the team.
- Coordinate with sales and operations team members to keep client and lead records current.
- Prepare weekly summaries of sales activity, client follow-ups, revenue, collections and expenses.

Process improvement





- Identify gaps or duplication in existing trackers and suggest simple improvements.
- Help document transparent processes for updating finance, sales and client records.

What we’re looking for

- Currently pursuing or recently completed a B.Com, BBA, M.Com or related degree .

- Strong working knowledge of MS Excel or Google Sheets ; comfortable sorting, filtering and maintaining structured data.

- Basic understanding of invoices, expenses, sales pipelines and client records.
- Careful, dependable and comfortable following up with colleagues for missing information.
- Able to handle salary and client information with discretion.

- Prior experience in finance, sales operations, client management or administration is an advantage.
- Tally, Zoho Books or CRM experience is a plus.

What you’ll gain

Practical experience supporting finance and sales operations in a growing company, working across client records, revenue and collections, payroll documentation, and business reporting.

To apply:

Send your CV and a short note describing your Excel/Sheets skills and any relevant finance, sales or operations experience to [email protected]

📌 Finance & Operations Intern (Meerut)
🏢 Procurement Solutions Provider
📍 Meerut