Management Trainee Program – Renewal (Post-Graduates in Finance & Investment)

Management Trainee Program – Renewal (Post-Graduates in Finance & Investment)

📍 Location: Thane, Maharashtra

🏢 Company: NGEN Research

🕒 Employment Type: Full-Time

Company Description

NGEN Research is a financial technology firm with offices in Mumbai, New Delhi, Kolkata, and London. We provide institutional-class financial analytics, advanced portfolio analysis, and deep-dive security analysis through a cloud-based platform. Our clients include large banks, mutual fund companies, individual wealth managers, and finance students. Our partners have extensive experience in global investment management, having managed several billions of dollars across top-tier firms, banks, and hedge funds.

About the Role

We are launching our Management Trainee Program in the Renewal department, exclusively for Post-Graduates in Finance & Investment. This is a full-time, on-site role in Thane designed for freshers looking to build a career in client relationship management, subscription renewals, and financial product engagement.

As a Management Trainee – Renewal, you will assist in program management, perform analytical tasks, communicate with stakeholders, and provide exceptional customer service. You will work closely with experienced professionals, gaining the skills needed to grow within the company.

Key Responsibilities (You will be trained to)

Manage and monitor renewal cycles for financial product subscriptions.

Engage with clients to ensure high satisfaction and timely renewals.

Present the value and ROI of our services to encourage continued engagement.

Identify upselling or cross-selling opportunities.

Maintain renewal records in CRM systems and prepare periodic reports.

Assist with program management, training new team members, and supporting cross-functional initiatives.

Qualifications

Post-Graduate degree in Finance, Investment, Economics, or related field.

Program Management skills and strong analytical ability.

Effective communication skills in English and Hindi/Marathi.

Experience in training or mentoring is an advantage.

Excellent customer service mindset.

Ability to work on-site in Thane.

Previous experience or internship in the financial technology sector is a plus.

Perks & Benefits

Mentorship from finance industry experts.

Career growth opportunities in renewals, customer success, and account management.

Exposure to market analytics and financial tools.

Performance-based incentives in a collaborative environment.

🚀 Begin your finance career with NGEN Research – where technology meets investment expertise.

📩 Apply Now: Send your resume to Rohan@ngenresearch.com / janifer@ngenresearch.com or apply via LinkedIn