Opportunity brief
About the Company
Navami Financial Services is looking for ambitious, confident, and self-driven interns to build a career in Investment Advisory, Wealth Management, and Financial Services. We are a firm dedicated to goal-based financial planning and wealth creation for our clients.
Responsibilities
- Identify and research potential HNI, UHNI, corporate, and retail clients.
- Generate leads through networking, referrals, digital platforms, and outreach.
- Initiate conversations with prospective clients and understand their financial objectives.
- Schedule meetings and assist advisors in client presentations.
- Develop and maintain a strong prospect pipeline.
- Support client relationship management and follow-ups.
- Learn about Mutual Funds, AIFs, PMS, SIFs, GIFT City opportunities, and Insurance solutions.
- Assist in creating customized, goal-based investment propositions.
- Track acquisition activities and maintain regular MIS.
Requirements
- BA / B.Com / Finance / Economics students or recent graduates.
- Strong communication and interpersonal skills.
- Confident, persuasive, and relationship-oriented personality.
- Interest in investments, financial markets, and wealth creation.
- Comfortable with calling, networking, and client interactions.
- Self-motivated with a strong hunger to learn and achieve.
- Freshers are welcome.