Wealth Management Intern

5 days ago

Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time ₹ 3,00,000 - ₹ 6,00,000 per year

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.

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