Job Description

Welcome to a hands-on sales internship at Mfinite Management

Ready to learn sales in Financial Services while actually getting work that matters? Join us and be part of real client outreach and deal activity, working with us at Mfinite Management to connect businesses with practical financial solutions and services.

Role purpose

This role is about building a reliable pipeline from scratch and helping scale our outreach. You will run prospecting campaigns, support pitches, and help turn conversations into measurable opportunities.

Your Growth & Impact

• Develop practical sales skills by leading outreach and qualifying leads with measurable targets and feedback.
• Elevate your commercial instincts by shadowing senior consultants and joining client meetings.
• Expand your network across finance teams and partner firms through structured introductions and events.
• Build a portfolio of wins you can show on your CV, including meeting and pipeline metrics.
• Gain experience with CRM tracking, proposal preparation, and basic commercial negotiations.

Job Requirements

Responsibilities

Client Outreach & Relationship Building

• Identify and reach potential clients through calls, email campaigns, and social outreach using lead lists and basic research tools.
• Qualify inbound and outbound leads to assess fit and priority, and route high-potential prospects to senior consultants.
• Support relationship maintenance by scheduling follow-ups, tracking client preferences, and preparing meeting briefs.
• Communicate clearly in Mandarin when required for client conversations and documentation.

Sales Support & Presentations

• Prepare concise sales presentations and product overviews with guidance from the team.
• Assist in drafting proposals, gathering required documents, and ensuring timely submission to clients.
• Participate in pitch meetings and capture meeting notes, action items, and next steps for the sales owner.
• Collect feedback and help refine materials to improve conversion rates.

Operations & Data Management

• Maintain accurate records in the CRM and manage document filing for deals and client records.
• Track weekly pipeline metrics and prepare short reports to help the team prioritise activities.
• Help coordinate internal handoffs between sales, operations, and finance for smooth deal execution.
• Support ad hoc administrative tasks that keep the sales process moving.

Requirements

Qualifications & Experience

• About 2 years of work experience in sales, business development, or related internships within Financial Services or client-facing roles.
• Diploma or degree in Business, Finance, or a related field is preferred but not required if you have relevant experience.
• Comfortable with targets and able to show past examples of achieving outreach or lead goals.
• Available to work full-time and attend occasional client meetings outside normal hours when needed.

Hard Skills & Knowledge

• Proven ability in Sales Prospecting and Lead Generation using phone, email, and social channels.
• Practical experience with document management and proposal preparation for client review.
• Familiarity with CRM systems and basic reporting, and confident using spreadsheets to track metrics.
• Working knowledge of negotiation basics and creating clear sales presentations.

Soft Skills & Qualities

• Strong written and verbal Communication, plus ability to speak and write in Mandarin Chinese for client interactions.
• Good Relationship Building instincts, courteous follow-through, and respect for client confidentiality.
• Organised, responsive, and willing to learn from feedback while taking ownership of assigned tasks.
• Team player attitude with a positive, professional approach to client and internal collaboration.

Skills