Wealth Relationship Intern-Acquisition

11 hours ago

Delhi, Delhi, India GREEN GAIN Full time ₹ 2,40,000 - ₹ 7,20,000 per year

Internship – Wealth Relationship (B2B & Client Acquisition)

We are looking for enthusiastic and driven Wealth Relationship Interns to support our wealth management business. This internship offers practical exposure to B2B partnerships, HNI/corporate client acquisition, and end-to-end wealth management solutions. Interns will work closely with senior wealth managers and founders, gaining valuable insights into client relationship management, investment products, and business development.

Key Roles & Learning Opportunities

  • Assist in B2B business development by supporting channel partner acquisition and engagement.
  • Gain exposure to client acquisition strategies for HNI and corporate clients.
  • Learn about cross-selling financial solutions – investments, insurance (life, health, motor), and loans.
  • Support wealth experts in portfolio handling and monitoring.
  • Participate in sales promotion activities to build brand visibility and client engagement.
  • Work on relationship management, nurturing long-term partnerships with clients and partners.
  • Assist in preparing MIS reports, performance tracking, and market analysis.
  • Perform data mining, client profiling, and segmentation for growth opportunities.
  • Contribute to operational tasks and strategic business initiatives.

Required Skills & Competencies

  • Good communication skills in English, Hindi, and local language.
  • Strong interpersonal and networking abilities.
  • Logical and analytical thinking with problem-solving mindset.
  • Interest in wealth management, investments, and financial products.
  • Basic proficiency in MS Office and digital platforms (CRM exposure is a plus).

Qualifications

  • Pursuing Graduation/Post-graduation in Commerce, Finance, Business Administration, or related fields.
  • Prior exposure to finance/wealth management internships or projects is a plus (not mandatory).

Internship Benefits

  • Duration: 2–6 months (extendable based on performance).
  • Stipend: Performance-based / as per company policy.
  • Hands-on learning in wealth management, insurance, and investment advisory.
  • Mentorship from senior wealth managers and company founders.
  • Certificate of Internship upon successful completion.
  • Pre-placement offer (PPO) opportunity for outstanding performers.

Job Type: Full-time

Pay: Up to ₹5,000.00 per month

Education:

  • Bachelor's (Preferred)

Experience:

  • total work: 1 year (Preferred)
  • Sales: 1 year (Preferred)
  • Management: 1 year (Preferred)

Language:

  • English (Preferred)

Work Location: In person

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