Selected Intern’s Day-to-day Responsibilities Include Identify and onboard potential clients through cold calling, referrals, and networking initiatives to expand the firm’s client base. Understand client needs and risk appetite to recommend suitable financial products like Mutual Funds, PMS, AIFs, and fixed-income instruments. Conduct regular follow-ups with clients to review portfolio performance and assist with goal-based financial planning. Ensure all interactions and recommendations are in line with SEBI, AMFI, maintain high standards of ethical advisory. Maintain accurate records of all sales activities, leads, and client communications using internal CRM tools and support monthly/quarterly AUM targets. About Company: MintWit Financial Services LLP is a boutique wealth management firm led by seasoned private bankers with 40+ years of combined experience. We specialize in wealth management, investment advisory, and financial solutions like equity trading, mutual funds, portfolio management, and more. Our mission is to deliver unbiased, results-driven financial strategies to help clients grow and secure their wealth.
-Work directly with HNIs, professionals & business owners to drive tailored investment solutions. -Stipend: 8,000 (negotiable) + chance to convert into a full-time role. -4-month internship | Work from office | 5 days a week
Company Description At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services. Our team is composed of experienced professionals who provide top-tier investment insights and proactive solutions. We are committed to serving your unique needs with a professional and dedicated team. Role Description This is a full-time on-site role for a Client Acquisition Lead (Trainee Program) located in Pune. The Client Acquisition Lead will be responsible for identifying potential clients, understanding their financial needs, and providing personalized wealth management solutions. Day-to-day tasks include conducting client meetings, managing client relationships, and working closely with the investment team to ensure customer satisfaction. The role also involves generating new business through networking and market research. Qualifications Strong Interpersonal Skills and Communication skills Experience in ensuring Customer Satisfaction and providing exceptional Customer Service Proven ability to enhance Customer Experience Excellent analytical and problem-solving skills Ability to work independently and in a team Previous experience in financial services is a plus Bachelor’s degree in Finance, Business Administration, or related field