Wealth Management Intern

Location: Bhuj (In-Office)
Duration: 3 Months
Stipend: 10,000 per month

About the Internship

We are looking for an enthusiastic and motivated Sales & Marketing Intern to support our Wealth Management team. This internship offers hands-on exposure to client engagement, financial products, market research, and business development in the financial services industry.

Key Responsibilities:

• Assist in identifying and reaching out to potential clients.
• Support the sales team in lead generation and follow-ups.
• Conduct market research to identify industry trends and customer needs.
• Help prepare presentations, proposals, and marketing materials.
• Promote wealth management products and services through digital and offline channels.
• Maintain and update customer and prospect databases.
• Coordinate meetings with prospective clients and support relationship-building activities.
• Analyze campaign performance and prepare basic reports.
• Work closely with the founders and senior team on business development initiatives.

Eligibility:

• Pursuing or recently completed a Bachelor's or Master's degree in Business Administration, Commerce, Finance, Marketing, Economics, or a related field.
• Strong communication and interpersonal skills.
• Basic knowledge of financial markets and investment products is preferred.
• Proficiency in Microsoft Excel, PowerPoint, and Google Workspace.
• Self-motivated, eager to learn, and willing to work in a fast-paced environment.

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 the wealth management and financial services industry.
• Direct mentorship from the founders and leadership team.
• Exposure to client interactions and real-world sales strategies.
• Certificate of Completion.
• Letter of Recommendation for outstanding performance.
• Opportunity for a full-time Pre-Placement Offer (PPO) based on performance.
• Flexible learning environment with practical business exposure.