Website:
sattrexcapital.com
Job details:
Company Description Sattrex Capital Services LLP is a financial advisory and distribution firm supporting individuals, professionals, doctors, business owners, and NRIs in making informed financial decisions. With over 25 years of experience in financial services, the firm offers structured guidance across home loans, business and MSME loans, professional loans, loans against property, mutual fund distribution, and insurance solutions. Its approach is relationship-driven, transparent, and customized to align with each client’s financial goals. Sattrex Capital collaborates with leading banks, NBFCs, mutual fund houses, and insurance companies to recommend solutions that genuinely fit client needs. The firm positions itself as a trusted single advisory source for multiple financial solutions.
Role Description This is a full-time, on-site Business Development Intern (MSME Loans) role based in the Mumbai Metropolitan Region. The intern will support the MSME loans business by identifying prospective clients, assisting in lead generation activities, and maintaining accurate records of outreach and follow-ups. Day-to-day tasks include conducting market research on SMEs and local industries, helping prepare basic loan proposals, and coordinating with senior team members on client meetings and documentation. The role involves engaging with potential clients by phone, email, and in person, addressing preliminary queries, and providing timely, professional customer service. The intern will also collaborate with internal stakeholders to streamline processes, learn about credit norms and products, and contribute to business growth initiatives.
Qualifications
- Candidates should possess strong Analytical Skills, including the ability to interpret basic financial information and identify business opportunities.
- Candidates should possess solid Communication skills, with clear spoken and written English and Hindi (regional languages are an advantage) and a professional client-facing manner.
- Candidates should possess Lead Generation abilities, including outreach, follow-up discipline, and initial qualification of prospective MSME clients.
- Candidates should possess Market Research skills to gather, organize, and present insights on MSME segments, competition, and local industry trends.
- Candidates should possess Customer Service skills, demonstrating patience, responsiveness, and an ethical, solution-oriented approach to client interactions.
- Relevant qualifications such as a bachelor’s degree or ongoing studies in Business, Finance, Commerce, Economics, or a related field are preferred.
- Familiarity with basic lending concepts, MSME finance, or prior internship experience in financial services or sales is an advantage.
- Proficiency in MS Office tools (Excel, Word, PowerPoint) and comfort using CRM or lead-management systems is beneficial.
- Ability to work on-site in the Mumbai Metropolitan Region, manage time effectively, and collaborate with cross-functional teams.
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