Intern- Chennai/Cochin

0 - 4 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining Scripbox as a Wealth Management Intern. In this role, you will be responsible for supporting client research, business development, prospecting, follow-up, and organizing sessions. Your main tasks will include engaging with potential clients, scheduling meetings, and assisting in the preparation of presentations. Additionally, you will be contributing to business development initiatives and lead management activities. Your key responsibilities will include conducting business development and prospecting activities via email, calls, and social media to arrange introductory sessions. You will also be responsible for following up with clients and prospects, ensuring smooth communication and timely scheduling of meetings. Furthermore, you will assist in preparing presentations for client meetings and internal reporting, as well as organizing and coordinating client sessions and business meetings. You will also play a role in developing strategies and business development initiatives. To qualify for this position, you should be currently pursuing or have completed an undergraduate degree. A strong desire to learn and grow within the wealth management sector is essential. The key skills required for this role include excellent verbal and written communication abilities, proficiency in PowerPoint and social media engagement, as well as being highly organized, proactive, and detail-oriented. As a Wealth Management Intern at Scripbox, you can look forward to benefits such as mentorship and guidance from industry professionals, networking opportunities within the wealth management sector, and learning and development through hands-on experience.,

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