Company Description OXYZENWEALTH FINANCIAL ADVISORY is a wealth management firm specializing in comprehensive financial planning and investment management services. The firm assists clients in areas such as retirement planning, estate planning, tax optimization, and risk management. By offering tailored strategies, OXYZENWEALTH ensures clients achieve their financial goals while minimizing liabilities and preserving wealth for future generations. Additional services include business succession planning, private banking, and family office services, focusing on high-net-worth and ultra-high-net-worth clients. The firm is dedicated to providing customized solutions that align with each client’s unique financial aspirations. Role Description This is an internship role for a Sales & Partnerships Intern. The intern will be responsible for supporting the sales team with lead generation, client outreach, and relationship building. Day-to-day tasks include assisting in sales strategy execution, providing customer service, and participating in training sessions. They will also contribute to managing partnerships and maintaining client accounts. This is an on-site role located in Vishakhapatnam. Qualifications Strong Communication and Customer Service skills to effectively interact with clients and stakeholders. Sales and Sales Management skills to support lead generation and help execute sales strategies. Basic understanding of Training techniques to assist in professional development for both clients and team members. Self-motivated with an eagerness to learn and contribute to achieving team goals. Bachelor's degree in progress or completed in Business, Finance, Marketing, or related fields is preferred. Proficiency in MS Office and CRM tools is an advantage.
Job Description Role Overview: You will be working as a Sales & Partnerships Intern at OXYZENWEALTH FINANCIAL ADVISORY. Your main responsibilities will include supporting the sales team in lead generation, client outreach, and relationship building. You will assist in executing sales strategies, provide customer service, and participate in training sessions. Additionally, you will play a key role in managing partnerships and maintaining client accounts. This is an on-site role based in Vishakhapatnam. Key Responsibilities: - Support the sales team in lead generation and client outreach - Assist in executing sales strategies - Provide customer service and participate in training sessions - Manage partnerships and maintain client accounts Qualifications: - Strong Communication and Customer Service skills for effective interaction with clients and stakeholders - Sales and Sales Management skills to aid in lead generation and sales strategy execution - Basic understanding of Training techniques for professional development - Self-motivated with a willingness to learn and contribute to team goals - Bachelor's degree in progress or completed in Business, Finance, Marketing, or related fields preferred - Proficiency in MS Office and CRM tools is an advantage,