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

More Jobs at Investifive Pvt. Ltd.

Research and sales

pune, maharashtra, india

70.0 - 70.0 yrs

Salary: Not disclosed

Research and Sales

pune, maharashtra

Experience: Not specified

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Investifive Pvt. Ltd.

RecommendedJobs for You

Research and sales

Investifive Pvt. Ltd.

pune, maharashtra, india

Research and sales

Investifive Pvt. Ltd.

pune, maharashtra, india

Login to

Please Verify Your Phone or Email

Confirm Action

Research and sales