Internship at OAWA – Marketing & Growth Intern Location: Andheri West, Mumbai (Office-based) ONLY MUMBAI BASED APPLICANTS TO APPLY Internship Type: Full Time | Long-Term Role Reports To: Founder, OAWA About OAWA OAWA helps financial advisors and mutual fund distributors grow their business. We run smart mentorship and consulting programs, build simple tools, and give strong strategies to help them attract better clients. If you like finance, teaching, marketing, or working in startups, this is a good chance for you to learn real things and work on big ideas. What is this role all about? This is not a typical internship where you only do basic tasks. You will work directly with the founder and main team. You will help in many areas like content, marketing, client support, and business growth. You should be ready to do all kinds of work. Some days it will be writing, some days helping clients, some days making slides. We are growing fast, so your learning will also be fast. Help the founder in daily planning, meetings, and execution Write short and simple scripts for finance lessons and videos Use Canva to make slides, posters, and documents Manage backend work like Google Forms, session reminders, etc. Sit in some client calls and help with follow-ups Be part of idea meetings and give your inputs Support in small tasks for sales, marketing, and content when needed What skills you need? Interest in finance and digital content Basic knowledge of Canva, Google tools (Docs, Sheets, Forms) Excellent English writing and communication Ready to learn new things, help wherever needed (this is important) You must have your own laptop Be active, focused, and open to multitasking What you will learn Direct mentorship from the founder Learn how a business runs from the inside Real understanding of finance, wealth management, and consulting Confidence to talk to clients and manage real work A chance to grow faster than a normal internship How to apply? Send your resume and a short note on why you’re interested in this role to sujoy@oawa.co.in Show more Show less
Job Title: Mentor & Coach Location: OAWA, Andheri West, Mumbai Working days: 5 days/week (Monday to Saturday half-day) Engagement type: Full-Time Reports To: CEO About OAWA OAWA is India&aposs foremost strategic mentorship platform for mutual fund distributors, wealth advisors, and financial professionals. OAWA helps advisors transition from founder-led chaos to system-led scale using 16 proprietary business tools across three signature tracks Foundation, Momentum, and Pinnacle. Role Summary Were hiring a full-time Mentor-Coach to join our core mentorship team at OAWAs Mumbai office. You will directly manage a portfolio of 30 to 40 high-intent wealth managers and guide them across our proprietary frameworks, tools, and mindset models. This is not a classroom training role. This is a transformation role that blends structured systems, behavioural psychology, and 1-on-1 coaching rigor. Key Responsibilities Mentorship delivery: Conduct live, structured coaching sessions (1-on-1 and group), across the Foundation, Momentum, and Pinnacle tracks. Accountability partner: Track mentee progress, habit cycles, and tool implementation; identify blockers and nudge action consistently. Tool deployment: Train and handhold mentees in using OAWAs proprietary business tools (e.g., Business Pulse Audit, Precision Client Mapping, SCALE Sales Mastery). Mindset shifts: Trigger identity-level breakthroughs using emotional intelligence, storytelling, and behavioural insights. Collaboration: Work closely with the CEO (Chief mentor) and other coaches to align session quality, reporting, and mentorship rhythms. Content feedback: Share feedback loops to help evolve tools, session design, and delivery assets. Experience and skill: Background: 10+ years of experience in coaching, training, financial advisory, consulting, or business transformation roles. Persona: Intellectually sharp, emotionally calm, professionally grounded. Style: You listen deeply, challenge gently, and guide with authority. Presence: You know how to hold a room, virtually and in person with maturity and gravitas. Values: You operate from clarity, consistency, and deep client-centric care. Expectations: Location: Willingness to work from OAWAs office in Andheri West, Mumbai. Its not a WFH role and not a hybrid role too. Time commitment: Full-time, with 5 day work weeks. Mentee load: Comfortable managing 30 to 40 mentees across different stages of their business growth. Execution skills: Strong with documentation, follow-ups, WA nudges, and progress tracking tools. Tech tools: Familiarity with Zoom, Notion, Fathom, Google Suite, and CRM systems (training will be provided). Delivery: Ability to lead multiple sessions per day, plus daily check-ins and asynchronous support. Compensation & Growth Remuneration: Competitive package based on experience and depth of coaching capability. Growth path: Opportunity to lead verticals, design learning modules, and drive national impact in Indias wealth management ecosystem. Preferred: Past experience mentoring MFDs, RIA teams, or boutique advisory firms. Certification in coaching (ICF, NLP, Behavioural Sciences). Bilingual proficiency (English and Hindi/Marathi/Gujarati). Experience working in the financial services or fintech ecosystem. Why OAWA This is not a training company. This is a transformation company. You will: Work with mission-driven, high-integrity advisors building real legacy firms. Be mentored directly by Sujoy Das and a powerful leadership team. Shape the future of the Indian wealth management industry. How to Apply Send your resume and a short 2 min video: Why do you believe you can coach Indias most ambitious wealth professionals Email to: [HIDDEN TEXT] Show more Show less
Job Title: Marketing Intern Location: Andheri West, Mumbai (On-site) Duration: 12 Months (Full-Time Internship) Potential for Full-Time Employment: Yes, based on performance OAWA is India’s leading mentorship and consulting platform for financial professionals. We help wealth managers, mutual fund distributors, and investment advisors grow their businesses using structured strategy, powerful brand positioning, client-centric tools, and expert mentorship. We’re looking for a sharp, proactive, and creatively driven marketing intern to join our team in Mumbai. This is not just a content or design role; it’s an opportunity to contribute to the brand building, visibility, and positioning of a fast-growing mentorship platform that works with some of India’s most ambitious wealth professionals. You’ll be closely involved in executing campaigns, repackaging thought leadership, supporting events, and managing brand consistency across digital touchpoints. You will work hands-on with senior mentors and the leadership team. High-performing interns will be considered for full-time employment at the end of the internship. Key Responsibilities1. Brand Content & Communication Write, schedule, and track content for LinkedIn, Instagram, and WA using content calendars Help create email newsletters for investor series ( Beyond Returns™, Steward’s Note™ ), advisory insights ( Between the Lines™ ), and monthly updates Design decks, brochures, and content assets using Canva and other new-age tools. Repackage long-form articles and transcripts into short, engaging posts Assist in creating talking points and briefs for reels, carousels, and founder-led posts 2. Digital Campaigns & Visibility Assist in planning and executing visibility campaigns for mentees across cities Coordinate Meta ad creatives, ad copy, and WA opt-ins Track campaign performance using Meta Ads Manager, Google Analytics, and WA Business API Maintain content banks, hashtag lists, and engagement formats 3. Events, Webinars & Community Building Promote and coordinate webinars, roundtables, and live Zoom sessions Build and manage invite lists, reminders, and feedback capture 4. Brand Research & Strategy Research new content formats, financial influencer trends, and creative benchmarks Contribute ideas to enhance OAWA’s authority as a premium brand Support audience segmentation and persona building to improve message targeting Participate in internal brainstorming and reflection sessions on brand tonality and narrative design 5. Marketing Operations & Tools Maintain marketing tracker dashboards in Notion/Google Sheets Work across new-age tools like: Canva, Notion, Google Suite Meta Business Suite (for scheduling) Mailchimp and other email marketing tools Captions / Figma/ Heygen/ Google Slides for visual formatting Learning Outcomes By the end of this internship, you will learn: How brand narratives are built in the financial services sector and consulting End-to-end execution of digital marketing and visibility systems The science of high-trust communication in B2B consulting Campaign management, content marketing, and persona-driven storytelling How to work in a mentorship-led environment with structured reviews and feedback loops Who This Role Is Ideal For Recent graduates and post-graduates in Marketing, Media, or Communication Aspiring brand strategists, marketers, or entrepreneurs Individuals who enjoy writing, visual design, and understanding what makes people trust, click, and act People who want real exposure. Soft Skills & Mindset We Value Curiosity over credentials Reflective mindset and attention to detail Clear, emotionally aware writing Proactive ownership and follow-through Calm, structured communication under deadlines Aesthetic sensitivity and a good eye for layout/design Willingness to experiment, but with strategic intent Reporting Structure Reporting to: COO Collaborates with: Design partners, Mentorship team, CRM & Sales team, Events team Stipend & Benefits Monthly stipend: As per industry norms Office location: OAWA, Andheri West, Mumbai 5.5-day work week (Monday to Saturday half-day) Certification + Letter of Recommendation on completion Opportunity for full-time employment after 12 months
Management Trainee – Consulting & Strategy 📍 Andheri West, Mumbai | Full-time | About OAWA OAWA is India’s leading consulting and education partner for wealth managers and financial advisors. We work closely with ambitious professionals in the financial services industry to build scalable businesses with structure, clarity, and strategy. Role Overview The Management Trainee Program is a 12–18 month structured track designed to prepare young professionals for consulting and leadership roles at OAWA. Trainees will gain comprehensive exposure across research, strategy design, client delivery, and business operations. Key Responsibilities Lead specific modules within consulting projects, from research to delivery. Conduct research and translate insights into actionable strategies. Prepare client-facing presentations, frameworks, and structured reports. Participate in client engagements, including presentations and follow-ups. Contribute to the design and refinement of proprietary OAWA frameworks. Mentor interns as part of project teams. Qualifications Graduate or Postgraduate in Finance, Management, Economics, or related disciplines. 0–5 years of experience in consulting, finance, or strategy. Strong analytical ability and structured problem-solving skills. Excellent communication and presentation skills. Proficiency in MS Office/Google Workspace. Career Path Successful trainees graduate into Associate Consultant role.
Internship – Marketing & Communication 📍 Andheri West, Mumbai | Duration: 6 months About OAWA OAWA is India’s leading consulting and education firm for wealth managers and financial advisors. We help financial professionals scale their businesses through structured strategy, client-centric frameworks, and visibility-driven growth. Role Overview We are seeking a Marketing Intern to support OAWA’s brand-building, communication, and visibility initiatives. This internship is designed for graduates or postgraduates who wish to gain hands-on experience in professional services marketing and content execution. The role will involve close collaboration with senior leadership and consulting teams. Key Responsibilities Assist in planning and executing digital marketing campaigns (LinkedIn, email, WhatsApp). Research and draft content for social media, newsletters, and client communication. Support in developing marketing collaterals such as brochures, creatives, and presentations. Track and analyze campaign performance using analytics tools. Maintain brand consistency across all communication touchpoints. Coordinate with internal teams for marketing-related inputs and approvals. Qualifications Graduate or Postgraduate student (Marketing, Communications, Business preferred). Strong written and verbal communication skills. Proficiency in MS Office/Google Workspace; Canva or basic design skills a plus. Familiarity with social media management and digital marketing basics. Detail-oriented, creative, and eager to learn. What You’ll Gain Hands-on exposure to marketing in the consulting and financial services industry. Mentorship from experienced consultants and business leaders. Opportunity to convert into a full-time Marketing Associate role based on performance. Application Process Send your CV along with a short note (max 200 words) on “Why I want to pursue a Marketing Internship at OAWA” to sujoy@oawa.co.in
Client Support & Office Administration Coordinator Location: Andheri West, Mumbai OAWA is seeking a client-focused professional who can also keep our office running smoothly. This role is ideal for someone who enjoys engaging with clients while managing day-to-day operations behind the scenes. What you’ll do: 1) Act as the first point of contact for client queries, ensuring timely and professional support. 2) Build and maintain strong client relationships through clear communication and follow-ups. 3) Support internal teams by coordinating client-related tasks and updates. 4) Handle daily office administration, scheduling, and documentation. 5) Maintain records, prepare reports, and assist management with operational needs. What we’re looking for: 1–3 years of experience in client service and/or office administration. Strong communication and interpersonal skills. Organized, dependable, and comfortable multitasking. Proficiency with MS Office/Google Workspace. Why OAWA: A role that blends client interaction with operational responsibility. Collaborative, supportive work environment. Opportunities for growth in both client-facing and administrative functions. If you’re ready to balance client care with smooth office coordination, we’d love to connect. Apply here: sujoy@oawa.co.in
Client Engagement & Office Administration Coordinator Location: Andheri West, Mumbai OAWA is looking for a people-centric professional who enjoys engaging with clients and keeping day-to-day operations running smoothly. This is not an IT support role—it’s about service, coordination, and relationship building. Key Responsibilities Be the first point of contact for client queries, providing warm and timely support. Maintain strong relationships through clear communication and consistent follow-ups. Coordinate with internal teams to ensure smooth client servicing. Handle daily office administration like scheduling, documentation, and reporting. Support management in both client-facing and operational tasks. What we’re looking for 1–3 years’ experience in client service, hospitality, education, healthcare, banking, or other service industries. Excellent communication and interpersonal skills. Strong organizational ability and reliability. Comfort with MS Office and Google Workspace. Why join OAWA This role blends client engagement with office administration in a supportive, growth-focused environment. It’s a chance to build your career by working closely with clients while also shaping efficient office systems. Compensation : Up to ₹3.5 LPA (based on skills and experience) If interested, write to sujoy@oawa.co.in .
Job Title: Executive Assistant to Sujoy Das, Co-Founder Location: Mumbai (Full-time, in-office) Role Overview Support in research, project tracking, and light operational oversight. Beyond classic EA work, this person will use AI tools and data analytics to amplify efficiency, automate routine tasks, and help OAWA scale with smart processes. You’ll be Sujoy’s right hand, combining high-trust execution with tech-forward thinking. Key Responsibilities - Project & Operational Oversight Track projects across teams, drive follow-ups, monitor milestones, and prepare status reports. Anticipate bottlenecks and propose fixes proactively. - Research & Insights Conduct deep-dive research on markets, industry trends, wealth management, client segments, and competitive intelligence. Use AI-powered tools to summarize, compare, and present insights. - Calendar, Communication & Stakeholder Management Manage Sujoy’s schedule, meetings, and communications with internal and external stakeholders. Draft, edit, and send emails, proposals, presentations with high polish. - AI & Tool Integration Craft effective AI prompts to generate drafts, insights, summaries, or data outputs. Select, configure, and integrate AI tools into workflows (e.g. scheduling, summarization, automated follow-ups). Maintain data privacy, security, and client trust in AI use. - Analytical & Decision-Support Use AI-augmented analysis for dashboards, trend spotting, performance metrics. Present data in clear formats to aid decision-making. - Continuous Learning & AI Trend Tracking Stay updated with new AI tools, techniques, and best practices. Propose adoption of new tools that can add leverage to the team. - High Confidentiality & Discretion Handle sensitive information, strategy discussions, and personal tasks with utmost discretion. Requirements - Bachelor’s degree; MBA or exposure to consulting is a plus. - 2–5 years’ experience in EA, operations, consulting support, or similar roles. - Good working knowledge (or strong willingness to learn) of AI tools: prompt design, tool selection, integration, and customization. - Strong analytical skills, comfort working with data and generating insights. - Excellent written & verbal communication. Proficiency in MS Office, Google Workspace, and collaboration platforms. - High integrity, reliability, attention to detail, and a bias toward action. - Ability to juggle multiple priorities, adapt in fast-changing environments. - Mindful of data privacy, confidentiality, and security practices. CTC & Incentives (Guideline) - Fixed: commensurate to experience - Performance-linked incentives tied to process efficiency, and quality of deliverables. - Exposure, learning, and rapid growth opportunity in a high-leverage role.
Job Title: Executive Assistant to Sujoy Das, Co-Founder Location: Mumbai (Full-time, in-office) Role Overview Support in research, project tracking, and light operational oversight. Beyond classic EA work, this person will use AI tools and data analytics to amplify efficiency, automate routine tasks, and help OAWA scale with smart processes. You'll be Sujoy's right hand, combining high-trust execution with tech-forward thinking. Key Responsibilities - Project & Operational Oversight Track projects across teams, drive follow-ups, monitor milestones, and prepare status reports. Anticipate bottlenecks and propose fixes proactively. - Research & Insights Conduct deep-dive research on markets, industry trends, wealth management, client segments, and competitive intelligence. Use AI-powered tools to summarize, compare, and present insights. - Calendar, Communication & Stakeholder Management Manage Sujoy's schedule, meetings, and communications with internal and external stakeholders. Draft, edit, and send emails, proposals, presentations with high polish. - AI & Tool Integration Craft effective AI prompts to generate drafts, insights, summaries, or data outputs. Select, configure, and integrate AI tools into workflows (e.g. scheduling, summarization, automated follow-ups). Maintain data privacy, security, and client trust in AI use. - Analytical & Decision-Support Use AI-augmented analysis for dashboards, trend spotting, performance metrics. Present data in clear formats to aid decision-making. - Continuous Learning & AI Trend Tracking Stay updated with new AI tools, techniques, and best practices. Propose adoption of new tools that can add leverage to the team. - High Confidentiality & Discretion Handle sensitive information, strategy discussions, and personal tasks with utmost discretion. Requirements - Bachelor's degree; MBA or exposure to consulting is a plus. - 25 years experience in EA, operations, consulting support, or similar roles. - Good working knowledge (or strong willingness to learn) of AI tools: prompt design, tool selection, integration, and customization. - Strong analytical skills, comfort working with data and generating insights. - Excellent written & verbal communication. Proficiency in MS Office, Google Workspace, and collaboration platforms. - High integrity, reliability, attention to detail, and a bias toward action. - Ability to juggle multiple priorities, adapt in fast-changing environments. - Mindful of data privacy, confidentiality, and security practices. CTC & Incentives (Guideline) - Fixed: commensurate to experience - Performance-linked incentives tied to process efficiency, and quality of deliverables. - Exposure, learning, and rapid growth opportunity in a high-leverage role.
As a Wealth Manager Coach at OAWA, your primary responsibility will be coaching wealth managers to drive transformative growth in assets under management (AUM). You will be involved in designing and implementing customized growth programs, mentoring wealth managers, and collaborating with the consultancy team to accelerate client success. Your strategic thinking and strong communication skills will be crucial in cultivating meaningful growth in financial services. - Develop Tailored Growth Strategies: - Design and implement coaching programs focusing on digital marketing, sales optimization, and client relationship management. - Identify and prioritize key growth drivers tailored to wealth managers" unique challenges in improving AUM. - Coach and Mentor: - Provide one-on-one and group coaching sessions to empower wealth managers with actionable insights and proven growth frameworks. - Host workshops, webinars, and training sessions to translate complex financial strategies into clear, strategic actions. - Data-Driven Performance Analysis: - Utilize quantitative and qualitative data to identify performance gaps, measure success, and adjust coaching approaches accordingly. - Develop custom KPIs and reporting systems to track progress and celebrate wins. - Collaborate with Cross-Functional Teams: - Work closely with senior leadership and client-facing teams to align coaching initiatives with broader business objectives. - Share insights and develop best practices that support a culture of continuous improvement. - Expand Outreach and Build Relationships: - Leverage industry networks to forge partnerships and gather insights on emerging growth trends in wealth management. - Act as a trusted advisor, guiding both the consulting team and external wealth managers toward sustained growth. Qualifications: - Experience & Background: - Demonstrated experience in coaching, growth strategy development, or consulting within the financial services or wealth management industry. - Proven success in implementing growth initiatives leading to measurable increases in AUM or similar financial metrics. - Technical & Analytical Skills: - Strong analytical mindset with expertise in data-driven decision-making, digital marketing strategies, and CRM systems. - Familiarity with modern sales and marketing platforms and the ability to translate complex data into strategic actions. - Leadership & Communication: - Excellent communication, interpersonal, and presentation skills to engage and inspire a diverse professional audience. - A natural mentor who can build trust quickly, even among senior professionals. - Educational Background: - Bachelors degree in Business, Finance, Economics, or a related field is required; a Masters degree or coaching certifications are highly desirable. At OAWA, you will play a pivotal role in redefining growth strategies for wealth managers in a rapidly evolving financial landscape. Join a collaborative and innovative consulting firm passionate about empowering professionals and driving sustainable growth. Leverage your expertise to build long-lasting relationships and help shape the future of financial advisory services.,
As an Intern at OAWA Marketing & Growth, you will have the opportunity to work directly with the founder and main team in various areas such as content, marketing, client support, and business growth. This is not a typical internship where you only handle basic tasks; you will be involved in diverse activities contributing to the growth of the company. Your role will include tasks like writing scripts for finance lessons and videos, creating slides and documents using Canva, managing backend work like Google Forms, session reminders, and participating in client calls to assist with follow-ups. Additionally, you will be required to provide support in small tasks related to sales, marketing, and content whenever necessary. Key Responsibilities: - Help the founder in daily planning, meetings, and execution - Write short and simple scripts for finance lessons and videos - Use Canva to create slides, posters, and documents - Manage backend work such as Google Forms, session reminders, etc. - Participate in client calls and assist with follow-ups - Contribute ideas in meetings and provide insights - Support in various tasks related to sales, marketing, and content as needed Qualifications Required: - Interest in finance and digital content - Basic knowledge of Canva, Google tools (Docs, Sheets, Forms) - Excellent English writing and communication skills - Willingness to learn new things and contribute wherever necessary - Must have your own laptop - Active, focused, and open to multitasking About OAWA: OAWA helps financial advisors and mutual fund distributors enhance their businesses through mentorship programs, consulting services, and strategic tools. By joining OAWA as an intern, you will have the opportunity to learn directly from the founder, gain insights into the operations of a business, deepen your understanding of finance, wealth management, and consulting, develop confidence in client interactions, and accelerate your professional growth beyond the scope of a traditional internship. If you are excited about finance, teaching, marketing, or working in a startup environment, and you are eager to learn and contribute to big ideas, this internship at OAWA is the perfect chance for you to gain valuable experience and make a real impact. Make sure to send your resume and a brief note explaining your interest in this role to sujoy@oawa.co.in to apply for this exciting opportunity.,