Wealth Management Intern

Company: TredPlus
Location: Bhuj, Gujarat ( In-Office )
Duration: 3 Months
Stipend: 10,000 per month
Type: Full-Time Internship
Joining: Immediate

ABOUT THE INTERNSHIP

We are looking for a motivated Wealth Management Intern to support our Wealth Management and Business Development teams. This internship offers hands-on exposure to Finance, FinTech, Lead Generation, Client Management, and Business Development.

KEY RESPONSIBILITIES

• Generate and manage potential leads.
• Communicate with potential clients and conduct regular follow-ups.
• Support client relationship-building activities.
• Assist the Business Development team in identifying new opportunities.
• Research financial products, FinTech solutions, and market trends.
• Maintain and update basic lead and client data.
• Prepare basic reports and track lead activities.
• Support the team in day-to-day wealth management activities.

REQUIREMENTS

• Basic knowledge or interest in Finance and FinTech preferred.
• Strong communication and interpersonal skills.
• Good relationship-building and follow-up skills.
• Basic MS Excel and data management knowledge.
• Self-motivated, proactive, and eager to learn.
• Comfortable working in a fast-paced, client-focused environment.
• Immediate joiners preferred.

Skills Preferred

• Sales & Business Development
• Marketing & Branding
• Market Research
• Lead Generation
• Customer Relationship Management
• MS Excel & PowerPoint
• Communication & Presentation Skills

WHAT YOU'LL GAIN

• Hands-on experience in Wealth Management and FinTech.
• Practical exposure to client interaction and lead generation.
• Experience working with the Wealth Management and Business Development teams.
• Understanding of financial products and business development.
• Opportunity to develop a career in Finance, FinTech, and Wealth Management.Role & responsibilities