25 Biz 2 Credit Info Services Jobs

About the Role:As a trainee, you will gain hands-on experience in consultative sales and relationship management while learning the fundamentals of business lending. This internship will provide exposure to client interactions, pipeline management, and the intricacies of funding solutions, helping you build a foundation for a career in financial services.Key Responsibilities:

• Learning & Support: Shadow senior team members to understand the sales process, from prospecting to deal closure.
• Client Interaction: Assist in identifying and assessing potential clients financial needs under the guidance of senior specialists.
• Research: Conduct market research to identify potential leads and understand industry trends.
• Product Knowledge: Learn about lending solutions, cash flow analysis, and financial product offerings to support client needs.
• Documentation: Support the preparation of client proposals, presentations, and CRM updates.
• Collaboration: Work closely with underwriting and other internal teams to gain insights into the loan origination process.
• Pipeline Support: Help maintain accurate records of client interactions and sales activities in the CRM system.

What You'll Gain:

• Exposure to consultative sales and relationship management in the finance industry.
• Understanding financial concepts like cash flow analysis and credit evaluation.
• Hands-on experience with CRM systems, sales tools, and cross-functional collaboration.
• Professional development in a fast-paced, target-oriented environment.

Who You Are:

• Education: Recently completed a bachelors degree in finance, Business Administration, Economics, or a related field.
• Communication: Strong verbal and written communication skills with a willingness to learn client engagement strategies.
• Interest in Finance: Enthusiastic about financial services and eager to develop knowledge in lending and funding solutions.
• Tech-Savvy: Familiarity with Microsoft Office Suite; willingness to learn CRM systems and sales tools.
• Team Player: A collaborative attitude and eagerness to work within a supportive team environment.
• Detail-Oriented: Able to manage multiple tasks with accuracy and attention to detail.

Why Join Us?

• Gain valuable experience in a dynamic fintech environment.
• Work with a passionate team committed to empowering small businesses.
• Receive mentorship and guidance to build your career in finance and sales.

Additional Details:

• Tenure: 6 months training with the potential for future opportunities based on performance and organizational needs.
• Cab Facility: Cab facility provided within a specified range for commuting convenience.