Sales / Business Development Internship at Creso Technologies
Who can apply
- Experience
- No experience required
About this role
Creso Technologies is hiring for Sales / Business Development Intern! About the Company: Creso Technologies is building the operating system for India's wealth managers. Its modern fintech platform brings together transactions, portfolio reporting, client communication, and compliance for mutual fund distributors, helping them move beyond paper-based processes, spreadsheets, and legacy portals. Founded by IIT Bombay alumni, with an early team from Dezerv, Warburg Pincus, and Flipkart, Creso already works with more than 1,500 wealth managers and is backed by experienced industry veterans. Responsibilities: Identify and engage prospective mutual fund distributors through calls, messages, outreach, demos, and relationship-building. Learn and explain Creso's platform features, value proposition, pricing, and operating workflows to potential distributors. Support distributors through onboarding, ARN setup, activation, and book migration. Help newly onboarded distributors complete their first live transaction and build regular platform usage. Coordinate with product and operations teams to resolve onboarding challenges and improve the distributor experience. Maintain accurate CRM records, track outreach activity, manage follow-ups, and monitor funnel metrics. Work toward monthly distributor acquisition and activation goals with guidance from the sales team and founders. Build trusted relationships with distributors and contribute to stronger AUM, transaction volume, and platform engagement. Support advisor events and training sessions, both online and offline. Contribute to an early, repeatable sales and go-to-market playbook. Requirements: Freshers and candidates with up to 1 year of experience are welcome to apply. Interest in sales, business development, mutual funds, fintech, or BFSI. Strong spoken and written communication skills, particularly in English and Hindi; regional language skills are an advantage. Comfort with product demonstrations, customer conversations,
Questions freshers ask
Is this role open to freshers?
Yes. Creso Technologies has listed this Sales / Business Development Internship role as open to candidates with no prior full-time experience, which is why it appears on Umbrix's fresher feed.
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