Company Description Investifive Pvt. Ltd. is dedicated to redefining wealth management through a client-first, transparent, and research-driven approach. Our SQGR Framework (Steady, Quality, Growth, Returns) ensures portfolios are resilient, aligned with long-term goals, and focused on growth, security, and leaving a lasting legacy. With more than 70 years of combined expertise spanning banking, broking, research, and infrastructure, our team emphasizes ethics, innovation, and valuable client partnerships. We cater to retail, HNI, and institutional investors with the same dedication and respect, building purpose-driven investment strategies that align with each client’s aspirations. Role Description This is an on-site internship role for a Research and Sales position based in Pune. The Research and Sales intern will assist in market research, analyze financial data, identify potential sales opportunities, and support the design of client-centered investment proposals. The intern will also communicate with clients, address inquiries, and contribute to customer service efforts. This role provides hands-on experience in both research and sales within the wealth management industry. Qualifications Strong analytical skills to interpret financial and market data Excellent communication and customer service skills to interact effectively with clients Basic understanding of finance and sales concepts Ability to work collaboratively in a professional on-site environment Enthusiasm for learning and a proactive approach to tasks Knowledge of wealth management principles or experience in a related field is a plus Enrolled in or recently graduated from a Bachelor’s degree program in Finance, Business, or related field
**Job Description** **Role Overview:** As a Research and Sales intern at Investifive Pvt. Ltd., you will be based in Pune and play a crucial role in conducting market research, analyzing financial data, identifying sales opportunities, and assisting in creating client-centric investment proposals. Your responsibilities will include communicating with clients, addressing inquiries, and supporting customer service initiatives. This internship will provide you with valuable hands-on experience in both research and sales in the wealth management industry. **Key Responsibilities:** - Conduct market research to gather valuable insights - Analyze financial data to identify trends and opportunities - Assist in the design of investment proposals tailored to client needs - Communicate effectively with clients and address their inquiries - Support customer service efforts to ensure client satisfaction **Qualifications:** - Strong analytical skills for interpreting financial and market data - Excellent communication and customer service skills for client interactions - Basic understanding of finance and sales concepts - Ability to work collaboratively in a professional on-site environment - Enthusiasm for learning and a proactive approach to tasks - Knowledge of wealth management principles or related field experience is a plus - Enrolled in or recently graduated from a Bachelors degree program in Finance, Business, or a related field,