Wealth Management Intern
3 days ago
As a Wealth Management Intern, you'll work closely with our advisory and sales teams to identify potential clients, pitch investment solutions, and build strong relationships.
You'll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.
Key Responsibilities
- Identify and approach potential clients through calls, meetings, and referrals.
- Pitch and promote financial products and wealth management services.
- Assist senior wealth managers in client onboarding and relationship management.
- Maintain and update client databases and lead pipelines.
- Participate in marketing and client engagement campaigns.
Who You Are
- Pursuing or recently completed a degree in Finance, Business, Marketing, or Commerce.
- Strong communication and persuasion skills.
- Interest in financial markets and client engagement.
- Confident, result-oriented, and self-motivated to achieve targets.
- Comfortable working in a performance-driven environment.
What You'll Get
- Real-world experience in wealth advisory sales and client management.
- Direct mentorship from experienced financial advisors and sales leaders.
- Performance-based incentives and PPO opportunity.
- Certificate of Internship & Letter of Recommendation.
- Exposure to financial product selling, client retention, and business growth strategy.
Job Types: Full-time, Fresher, Internship
Contract length: 3 months
Pay: ₹10, ₹13,000.00 per month
Work Location: In person
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