Opportunity brief
About the Role: This is a hands-on growth and sales role, not a content or research internship. Your primary responsibility will be to identify home-loan borrowers who could benefit from transferring their loan, initiate genuine conversations with them, and schedule consultation sessions with our advisor. You will engage with potential borrowers through organic channels such as Reddit, Facebook Groups, WhatsApp and residential society communities, LinkedIn, and other platforms, while also supporting paid marketing campaigns. Your core success metric will be the number of qualified conversations booked. Responsibilities of the Intern: Identify and connect with home-loan borrowers through Reddit, Facebook Groups, WhatsApp and society communities, LinkedIn, and other relevant channels. Initiate genuine, value-driven conversations with potential borrowers. Schedule consultation sessions with the advisor and coordinate follow-ups. Collect essential loan details, including interest rate, EMI, tenure, outstanding amount, and lender, using the provided scripts and tools. Assist in setting up and monitoring paid campaigns across Google Search, Facebook, and Reddit based on the provided guidelines. Track outreach activities and conversions accurately using the designated tracking system. Work closely with the founder to test messaging strategies and improve conversion rates. Role Boundaries: Collect borrower information and schedule advisory sessions. Do not provide financial advice or recommend specific lenders. Do not advise borrowers on whether they should transfer their home loan. Refer all financial advisory questions to the SEBI-registered advisor. Follow the compliance guidelines and complete the required compliance acknowledgment. Requirements: Comfortable initiating conversations with new people and handling rejection professionally. Strong written communication skills with the ability to summarize discussions clearly. Comfortable discussing financial topics and working with numerical information. Self-driven and motivated by ownership and measurable outcomes. Experience running or setting up digital advertising campaigns is a plus. Proficiency in a regional language in addition to English is an added advantage. Who This Role Is Not For: Individuals seeking primarily content writing or social media posting roles. Candidates who are not comfortable with sales, outreach, or direct conversations. Those who require detailed step-by-step instructions for every task.