Research and sales

3 days ago

Pune, Maharashtra, India af63d1a9-9dfb-4ceb-8cab-775e2648189c Full time ₹ 2,50,000 - ₹ 7,50,000 per year

Company Description

Investifive Pvt. Ltd. is dedicated to redefining wealth management through a client-first, transparent, and research-driven approach. Our SQGR Framework (Steady, Quality, Growth, Returns) ensures portfolios are resilient, aligned with long-term goals, and focused on growth, security, and leaving a lasting legacy. With more than 70 years of combined expertise spanning banking, broking, research, and infrastructure, our team emphasizes ethics, innovation, and valuable client partnerships. We cater to retail, HNI, and institutional investors with the same dedication and respect, building purpose-driven investment strategies that align with each client's aspirations.

Role Description

This is an on-site internship role for a Research and Sales position based in Pune. The Research and Sales intern will assist in market research, analyze financial data, identify potential sales opportunities, and support the design of client-centered investment proposals. The intern will also communicate with clients, address inquiries, and contribute to customer service efforts. This role provides hands-on experience in both research and sales within the wealth management industry.

Qualifications

  • Strong analytical skills to interpret financial and market data
  • Excellent communication and customer service skills to interact effectively with clients
  • Basic understanding of finance and sales concepts
  • Ability to work collaboratively in a professional on-site environment
  • Enthusiasm for learning and a proactive approach to tasks
  • Knowledge of wealth management principles or experience in a related field is a plus
  • Enrolled in or recently graduated from a Bachelor's degree program in Finance, Business, or related field

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