Company Description FinvestFx is a cutting-edge AI-enabled FinTech company founded by IIT/IIM alumni, dedicated to simplifying investing for the masses through advanced technology and AI-driven solutions. The organization offers an AI-powered Wealth Management Platform that enables seamless KYC processes, mutual fund investments, and informed decision-making. FinvestFx's innovative investment platform is accessible through leading app stores, offering unparalleled ease and convenience for individual and corporate clients. Role Description This is an on-site role for Sales And Marketing Intern - Wealth Management located in South Delhi. The role involves building and maintaining client relationships, offering tailored investment guidance, identifying sales opportunities, and driving revenue growth. The individual will educate clients about FinvestFx's AI-driven wealth management tools, ensuring their successful adoption and usage. Engaging with potential customers, presenting our platform’s features, and providing superb customer service will be pivotal in this position. Based on performance, the candidate can be offered a full-time role as Sales And Marketing Associate for Wealth Management. Qualifications Strong Focus on Sales and client relationship management skills, including identifying prospects and addressing customer needs effectively A bachelor's degree in Finance, Business Administration, Economics, or a related field Strong communication and interpersonal skills for presenting solutions clearly and confidently Background in financial services, wealth management, or investment advising with excellent knowledge of financial products Knowledge of AI-driven financial tools and digital applications is a plus Ability to work independently, manage responsibilities, and contribute proactively to team initiatives NISM certification for distribution of financial Products is a plus.
**Job Description** **Role Overview:** As a Sales And Marketing Intern - Wealth Management at FinvestFx, your primary responsibility will be to build and maintain client relationships. You will offer tailored investment guidance, identify sales opportunities, and drive revenue growth. Your role will involve educating clients about FinvestFx's AI-driven wealth management tools to ensure successful adoption and usage. Engaging with potential customers, presenting platform features, and delivering excellent customer service will be crucial. Successful performance in this role may lead to a full-time position as a Sales And Marketing Associate for Wealth Management. **Key Responsibilities:** - Build and maintain client relationships - Offer tailored investment guidance - Identify sales opportunities - Drive revenue growth - Educate clients about AI-driven wealth management tools - Engage with potential customers - Present platform features - Provide excellent customer service **Qualifications Required:** - Strong focus on sales and client relationship management - Bachelor's degree in Finance, Business Administration, Economics, or related field - Strong communication and interpersonal skills - Background in financial services, wealth management, or investment advising - Knowledge of AI-driven financial tools and digital applications (a plus) - Ability to work independently and proactively contribute to team initiatives - NISM certification for distribution of financial products (a plus) **Additional Details:** FinvestFx is a cutting-edge AI-enabled FinTech company founded by IIT/IIM alumni. The organization is dedicated to simplifying investing for the masses through advanced technology and AI-driven solutions. FinvestFx's AI-powered Wealth Management Platform offers seamless KYC processes, mutual fund investments, and informed decision-making. The innovative investment platform is accessible through leading app stores, providing unparalleled ease and convenience for individual and corporate clients.,
Company Description FinvestFx is a cutting-edge AI-enabled FinTech platform dedicated to simplifying investing for individuals using advanced technology. Our AI-driven Wealth Management Platform allows users to efficiently complete KYC, invest in mutual funds, and leverage AI for informed investment decision-making. The app, available on both Apple Store and Google Play Store, offers a seamless investment experience. Role Description This is a full-time on-site role based in New Delhi for a Sales and Marketing Associate specializing in wealth management. The responsibilities include developing and implementing sales strategies, identifying new business opportunities within wealth management, maintaining client relationships, and promoting financial products and services. The individual will also educate clients about AI-driven investment solutions, support marketing campaigns, and collaborate closely with the finance and technology teams to improve client engagement and satisfaction. Qualifications Bachelor's degree in Finance, Business Management, or a related discipline Students graduating in 2026 can also apply and can be considered for Internship followed by PPO position Proficiency in Financial Planning and Investment Management skills to support client financial goals and manage portfolios Familiarity with Investments and Finance to understand market dynamics and advise clients effectively Knowledge of Insurance and other wealth protection tools to provide holistic financial solutions Excellent communication and relationship management skills Ability to analyze market trends and investment opportunities Prior experience or interest in FinTech and AI-driven solutions is an advantage