Sales Intern BD

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. 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.