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Business Development (Wealth Management) Internship in Ahmedabad at Indian Wealth Management

Business Development (Wealth Management)

Indian Wealth Management


Start Date Duration Stipend Posted On Apply By
6 Months 5000-9000 /Month 15 Nov'19 20 Dec'19
Full time
With job offer
About Indian Wealth Management (http://www.indianwealthmanagement.in):
We are founded by a team of professionals. We are in the business of wealth management, real estate advisory, NRI service, various kinds of loan, private equity funding, taxation planning, strategic planning, etc.
About the Internship:
Selected intern's day-to-day responsibilities include:

1. Engaging in client acquisition with forethought strategies
2. Meeting client's investment objectives by managing their portfolio well
3. Providing pragmatic solutions to resolve evolving complexities in asset classes extending to mutual funds, bonds, corporate fixed deposits and other financial products that can help your client investment requirement
4. Spotting latest trends in markets and opportunities available for the customers to meet their investment needs
5. Building and maintaining relationships with clients extending from HNIs, NRIs, individuals to key personnel of corporates
6. Conducting business reviews and frequent research on financial markets to ensure clients across the globe are satisfied with our advisory services
7. Alerting the sales team for opportunities available in further sales within key clients
8. Letting customers know about other products and services that the company offers
9. Attending meetings with clients to build relationships with existing accounts
10. Achieving client relationship targets and key performance indicators as set by the head of sales
11. Escalating and resolving areas of concern as raised by clients
12. Carrying out client satisfaction surveys and reviews
13. Passing leads to the sales team and following up on progress

DROP AN EMAIL - praveen@indianwm.in
Timings for interview- 8:30 am to 10:30 am, Mon to Sun
# of Internships available: 10
Skill(s) required: English Proficiency (Spoken) (Learn Business Communication)
Who can apply:
Only those candidates can apply who:
  1. are available for full time (in-office) internship
  2. can start the internship between 15th Nov'19 and 20th Dec'19
  3. are available for duration of 6 months
  4. are from Ahmedabad
  5. have relevant skills and interests
** Women willing to start/restart their career can also apply.
Certificate, Letter of recommendation, Informal dress code, Free snacks & beverages, Job offer (On successful conversion to a permanent employee, the candidate can expect a salary of Rs. 2 to 9 Lac/annum).

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