About the role
Roles and Responsibilities
- Find and follow up on leads for new investors
- Help new clients complete their KYC and get started with us
- Join client meetings with our team and handle the follow-ups
- Explain how mutual funds work in simple, clear terms
- Keep a clean record of your leads and their progress
What We Offer
- Proper training on financial products, markets and sales
- Regular hands-on sessions with our senior team and industry mentors
- Guidance from our team at every stage of the internship
- The chance to work with India's leading AMCs
- A seat in real client meetings and live client work
- A completion certificate for every intern, and a recommendation letter for selected interns
Requirements
- A background in Commerce, Finance or Business Administration
- Clear, confident communication and a way with people
- Street-smart, quick to spot an opportunity and go after it
- Comfortable working in Word, Excel and PowerPoint
- Able to present well and tell a story people remember
- Good at negotiating
- Self-driven, at ease with targets, and keen to learn