Business Development Intern

0 years

0 Lacs

Posted:3 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Internship

Job Description

Business Development Intern (FinTech / Banking / SaaS – BFSI)


Location:


Role summary

B2B FinTech/Banking/SaaS


What you’ll do (key responsibilities)

  • Pipeline building & qualification:

    Map target accounts in BFSI (banks, NBFCs, insurers, payment companies, fintechs), identify buying groups, and run ICP/segmentation.
  • Outbound & meetings:

    Execute multi-touch outreach (email/LinkedIn/calls) using personalized messaging; book discovery calls and demos for AEs/Founders.
  • Discovery & notes:

    Join prospect calls; capture requirements, risks, and next steps; keep CRM up to date with clean, complete fields.
  • Sales analytics in Excel:

    Build and maintain weekly dashboards (leads → MQL → SQL → meetings → POC → won), cohort and funnel analysis, coverage and velocity reports.
  • Pricing & ROI models:

    Create Excel models for unit economics, payback, and value-based pricing; prepare savings/benefit calculators for BFSI use cases.
  • Proposal support:

    Draft RFIs/RFPs, proposals, and SoWs; tailor case studies and security/compliance responses for BFSI procurement.
  • Market & competitor intel:

    Track competitors, partnerships, regulatory moves; produce one-pagers to inform territory and vertical strategy.
  • POC/pilot coordination:

    Help set success criteria, timelines, stakeholder matrix, and reporting cadence; collect and socialize learnings.
  • Data quality & enablement:

    Enrich and dedupe leads; maintain account hierarchies and contact roles; ensure pipeline hygiene and forecast readiness.
  • Cross-functional sync:

    Liaise with Product for roadmap asks, with Marketing for campaigns, and with Legal/InfoSec for vendor onboarding.
  • Compliance mindset:

    Support KYC/AML, cybersecurity, data privacy questionnaires, and vendor risk documentation as needed.
  • Reporting:

    Prepare weekly BD reports and exec-ready slides.


Must-have qualifications

  • Interest in

    B2B sales/BD

    within FinTech/Banking/SaaS; solid understanding of typical

    BFSI buying cycles

    (discovery → POC → procurement → legal → go-live).
  • Advanced Excel:

    Pivot Tables, VLOOKUP/INDEX-MATCH, nested IFs, SUMIFS/COUNTIFS, text/date functions, data cleaning;

    Power Query

    and

    what-if/scenario

    analysis; comfort with large, messy datasets. (Basic VBA is a plus.)
  • Strong written & verbal communication; clear note-taking and follow-up discipline.
  • Analytical, detail-oriented, and comfortable with numbers and targets.
  • Currently pursuing or recently completed Bachelor’s/MBA (Business, Finance, Economics, Engineering, or similar).


Tools you’ll use

HubSpot or Salesforce · Excel/Google Sheets · PowerPoint/Google Slides · LinkedIn Sales Navigator · Outreach/email automation · Power Query · (Nice: Power BI/Tableau, Notion/Confluence, basic SQL).

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