Client Relationship Intern

1 week ago


Kolkata, India Ashika Group Full time

Role: Client Relationship Intern (Financial Services)

Location: Trinity Towers, AJC Bose Road, Bhowanipore, Kolkata, West Bengal

Duration: 3 - 6 months

Stipend: Rs 5,000 per month + Incentives


Role Brief:

We are looking for a dynamic and motivated Client Relationship Intern to support our tele calling efforts and drive account openings and activations for our digital investment platform, Dhanush. This internship offers a valuable opportunity to gain practical experience in client communication, acquisition, and relationship management within a professional financial services environment.


Responsibilities:

  • Conduct outbound calls to newly registered and existing Dhanush clients to drive trading activity.
  • Clearly explain the benefits, features, and usage of Dhanush’s trading and investment platform.
  • Guide clients through their trade execution and provide assistance with platform navigation if needed.
  • Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
  • Identify client needs and proactively cross-sell suitable financial products to drive revenue.
  • Maintain detailed and accurate logs of all client interactions, follow-ups, and account activity in CRM tools.


Requirements:

  • Bachelor’s degree completed in Business, Finance, Marketing, or a related field
  • Strong verbal and written communication skills
  • Confident, persuasive, and customer-oriented approach.
  • Knowledge of financial services or an interest in the investment space
  • Ability to work independently, manage time effectively, and take initiative


Our Websites:

https://www.ashikagroup.com/

https://retailbroking.ashikagroup.com/



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