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Internship Details

About Internship:

The ISA-Finance will focus on customer acquisition, onboarding and documentation. This position involves cold calling or chatting with new potential clients, client business referrals, or web leads. Provide prospective customers/clients with all services offered, explain how and why Mfundz is the right platform for them and answer any questions client may have. Work with client to follow-up on required documents, complete their compliance processes, help them with getting familiarise with platform and processes. Must be energetic, well-spoken, and eager to close sales and increase revenue.

Roles and Responsibilities:

Duties and Responsibilities
• Cold calling; making multiple outbound calls to potential clients
• Answering Chats: Answering to chats from potential clients
• Understanding client needs and offering solutions and support
• Engaging with potential clients on social platforms and other finance forums and directories
• Researching potential leads from business directories, web searches, or digital resources
• Qualifying leads from digital campaigns, conferences, references, tradeshows, etc.
• Creating and maintaining a list/database of prospect clients
• Presenting and delivering information to potential clients
• Answering potential client questions and follow-up call questions
• Working with sales team when closing sale
• Tracking weekly, monthly, and quarterly performance and sales metrics
• Building pipelines with channel partners and team members to close sales
• Maintaining database (Salesforce, CRM, Excel, etc.) of prospective client information
• Closing sales and working with client through closing process

Requirements and Qualifications:
• Comfortable making cold calls and talking to new people all day
• Excellent verbal and written communication skills; the ability to call, chat, email and interact with potential customers
• Persuasive and goal-oriented
• Possesses an energetic, outgoing, and friendly demeanor
• Eager to expand company with new sales, clients, and territories
• Self-motivated and self-directed
• Able to multitask, prioritize, and manage time efficiently
• In-depth understanding of company services and its position in the industry
• High school degree or equivalent
• Tenacity to handle rejection and continue on with a positive attitude when reaching next potential client
• Knowledge of sales process from initiation to close
• Ability to work independently or as an active member of a team
• Previous experience in outbound call center, inside sales experience, or related sales experience preferred
• Having knowledge of Mutual Fund is an added advantage.
• Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred
• Always stay connected to the team through web or mobile or CRM


1. Work from anywhere
2. Learn from Industry veterans
3. No dress codes
4. Experience Certificate
5. High possibility to earn exponentially on basis of sales

No. of Positions


Application Deadline

Apply by: 17th Apr `18


Rs. 7000-10000

About Company

Mfundz is a fintech startup to help investors making right choices for Mutual Fund Investments.  We provide free research-based advisory to our investors and help them make best out of their investments. We are a big believer in technology and thus our robo-advisory works on our own research based algorithm. Within a span of less than a year, we have clients pan India. Technology only makes sense when it has a human touch. And we perfectly bridge that gap through our platform. Each client gets a personal advisory support. 

We are not fastest growing, we are not largest but we are perfect in terms of our advisory and support services. Our USP has been ease, transparency and results. No matter what's objective of investors, we help them achieve with our impeccable planning and execution of our financial strategies. 

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