Sales And Marketing Intern - Wealth Management

**Job Description** **Role Overview:** As a Sales And Marketing Intern - Wealth Management at FinvestFx, your primary responsibility will be to build and maintain client relationships. You will offer tailored investment guidance, identify sales opportunities, and drive revenue growth. Your role will involve educating clients about FinvestFx's AI-driven wealth management tools to ensure successful adoption and usage. Engaging with potential customers, presenting platform features, and delivering excellent customer service will be crucial. Successful performance in this role may lead to a full-time position as a Sales And Marketing Associate for Wealth Management. **Key Responsibilities:** - Build and maintain client relationships - Offer tailored investment guidance - Identify sales opportunities - Drive revenue growth - Educate clients about AI-driven wealth management tools - Engage with potential customers - Present platform features - Provide excellent customer service **Qualifications Required:** - Strong focus on sales and client relationship management - Bachelor's degree in Finance, Business Administration, Economics, or related field - Strong communication and interpersonal skills - Background in financial services, wealth management, or investment advising - Knowledge of AI-driven financial tools and digital applications (a plus) - Ability to work independently and proactively contribute to team initiatives - NISM certification for distribution of financial products (a plus) **Additional Details:** FinvestFx is a cutting-edge AI-enabled FinTech company founded by IIT/IIM alumni. The organization is dedicated to simplifying investing for the masses through advanced technology and AI-driven solutions. FinvestFx's AI-powered Wealth Management Platform offers seamless KYC processes, mutual fund investments, and informed decision-making. The innovative investment platform is accessible through leading app stores, providing unparalleled ease and convenience for individual and corporate clients.,