Intern- Chennai/Cochin

0 - 4 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Wealth Management Intern at Scripbox, you will play a crucial role in supporting client research, business development, prospecting, follow-up, and organizing sessions. Your responsibilities will include engaging with potential clients, scheduling meetings, and assisting in the preparation of presentations. Additionally, you will contribute to business development initiatives and lead management activities. Key Responsibilities: - Conduct business development and prospecting activities through email, calls, and social media to arrange introductory sessions. - Follow up with clients and prospects to ensure a streamlined communication process and timely scheduling of meetings. - Assist in preparing presentations for client meetings and internal reporting. - Organize and coordinate client sessions and business meetings. - Develop strategies and business development initiatives. Qualifications Required: - Education: Currently pursuing or having completed an undergraduate degree. - Strong desire to learn and grow within the wealth management sector. Key Skills: - Excellent verbal and written communication abilities. - Proficiency in PowerPoint and social media engagement. - Highly organized, proactive, and detail-oriented. Additional Details: At Scripbox, you will benefit from: - Mentorship and guidance from industry professionals. - Networking opportunities within the wealth management sector. - Learning and development through hands-on experience.,

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