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Team leader

2 weeks ago

Pune, Maharashtra, India Mintwit Financial Services Full time
Job Title: Client Acquisition Lead – Trainee Program Location: Pune, Maharashtra (On-site)
Sales / Business Development
Employment Type: 3-Month Management Trainee Program (with potential for full-time role)
Company Overview Mint Wit Financial Services is a boutique, fast-growing wealth management firm based in Pune, offering comprehensive financial solutions to HNIs, professionals, and business owners. Our expertise spans mutual funds, PMS, AIFs, insurance, and holistic financial planning. We focus on trust, transparency, and tailored strategies to address the evolving needs of Indian investors.
Program Overview We are seeking dynamic final-year MBA students with strong communication skills and a genuine interest in wealth management for our 3-month on-site trainee program . Assist in identifying and acquiring new clients through referrals, events, and networking.
Promote and explain investment products such as Mutual Funds, PMS, AIFs, and fixed income products .
Understand client requirements and risk profiles to support suitable financial product recommendations.
Structured training in high-end wealth advisory and client acquisition strategies.
Practical exposure to HNI/UHNI relationship management .
One-on-one mentorship from seasoned wealth management professionals.
Opportunity to transition into a full-time role based on performance .
Final-year MBA/PGDM student (Finance/Marketing/Business Administration preferred).
Basic understanding of mutual funds, wealth management, or private banking is an advantage.
NISM-Series V-A (Mutual Fund Distributors) certification preferred; Immediate
Fixed stipend during the trainee program
Application – Client Acquisition Lead (Trainee Program)".