
Client Relationship Intern
1 week ago
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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