Client Engagement Intern

Client Engagement Intern
About the Role
We are looking for a motivated and confident Client Engagement Intern to join our team. The role involves connecting with business owners, understanding their financial requirements, and engaging with potential clients who may be looking for Invoice Financing, Cash Advance, or Business Loan solutions.
This is a hands-on opportunity to gain practical exposure to B2B client engagement, financial services, lead generation, and business development.
Key Responsibilities
Connect with business owners and decision-makers through calls.
Understand the client's business, working capital requirements, and immediate financing needs.
Identify and qualify potential prospects for Invoice Financing, Cash Advance, and Business Loans.
Explain relevant financial solutions clearly and professionally to prospective clients.
Maintain regular follow-ups with interested prospects.
Record and update lead information and client interactions accurately.
Coordinate with the internal sales and finance team to move qualified prospects forward.
Build and maintain professional relationships with prospective clients.
What We’re Looking For
Freshers and students are welcome to apply.
Good verbal communication and interpersonal skills.
Comfortable speaking with business owners and professionals.
Confident, proactive, and willing to learn.
Basic understanding or interest in finance, sales, or business development.
Ability to handle follow-ups professionally and consistently.
Good organizational skills and attention to detail.
What You’ll Learn
Practical understanding of Invoice Financing and Working Capital Finance.
Exposure to Cash Advance and Business Loan requirements.
B2B sales and client engagement.
Lead generation and qualification.
Professional communication and relationship management.
How businesses assess and communicate their financing requirements.
Real-world exposure to the financial services industry.
Key Skills
Communication | Client Engagement | Lead Generation | B2B Sales | Follow-up | Relationship Management | Basic Finance
Role Details
Position: Client Engagement Intern
Industry: Financial Services / Business Finance
Experience: Freshers / Students
Duration: 3 Months (Full-Time)
Working Days: Monday to Friday (WFH)
Working Hours: Day shift (aligned with UAE business hours)
Why Join Us?
You will work in a business-focused environment where you can develop real client-handling and business development skills while gaining practical exposure to how companies use financing solutions to manage their working capital and growth requirements.
Interested candidates can apply by sharing their CV at hr@epiidosisglobalfin.com.The Client Engagement Intern will engage with international clients through professional outbound calls, representing the organization with confidence and clarity while building strong first level rapport. The role involves understanding basic client requirements by asking structured qualifying questions to identify their needs, intent, and timelines, ensuring accurate information capture at every interaction. The intern will be responsible for scheduling and confirming meetings with senior specialists, coordinating calendars efficiently and ensuring seamless handovers. Consistent follow-ups via calls and emails are expected to maintain engagement, strengthen client relationships, and move prospects through the pipeline. Additionally, the intern must maintain precise updates, document all client interactions responsibly, and ensure high standards of data accuracy and professional communication at all times.
What You’ll Receive:
Internship Completion Certificate
Letter of Recommendation (LOR)
Pre-Placement Offer (PPO) opportunity based on performance

Work arrangement
Yes