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    Job · 20659823

    BHUJ · FULLTIME

    Wealth management intern

    GI

    gujarat internship

    Bhuj · onsite · Posted 12d ago

    Sourced fromFoundit
    Not disclosedFresherfulltimeBhuj

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    Section · 01

    About this role

    bhuj, India

    About The Role

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

    Responsibilities

    • Generate and manage leads.
    • Handle client follow-ups and communication.
    • Maintain lead and client data.
    • Assist in Business Development activities.
    • Research financial products and market trends.
    • Prepare basic reports and track lead activities.

    Requirements

    • Basic knowledge or interest in Finance and FinTech preferred.
    • Strong communication and relationship-building skills.
    • Proactive, organized, and eager to learn.
    • Immediate joiners preferred.

    What We Offer

    • Flexible hours
    • Certificate
    • Stipend

    Easy Apply

    Company

    Tred Plus

    Location

    bhuj

    Openings

    2 position(s)

    Employment Type

    Full-Time

    Department

    Non IT department

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    Section · 02

    Skills

    Research financial productsMarket TrendsBusiness DevelopmentFintechLead Generationfinanceclient management

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