Sales And Marketing Intern - Wealth Management

Company Description

FinvestFx is a cutting-edge AI-enabled FinTech company founded by IIT/IIM alumni, dedicated to simplifying investing for the masses through advanced technology and AI-driven solutions. The organization offers an AI-powered Wealth Management Platform that enables seamless KYC processes, mutual fund investments, and informed decision-making. FinvestFx's innovative investment platform is accessible through leading app stores, offering unparalleled ease and convenience for individual and corporate clients.

Role Description

This is an on-site role for Sales And Marketing Intern - Wealth Management located in South Delhi. The role involves building and maintaining client relationships, offering tailored investment guidance, identifying sales opportunities, and driving revenue growth. The individual will educate clients about FinvestFx's AI-driven wealth management tools, ensuring their successful adoption and usage. Engaging with potential customers, presenting our platform’s features, and providing superb customer service will be pivotal in this position. Based on performance, the candidate can be offered a full-time role as Sales And Marketing Associate for Wealth Management.

Qualifications

• Strong Focus on Sales and client relationship management skills, including identifying prospects and addressing customer needs effectively
• A bachelor's degree in Finance, Business Administration, Economics, or a related field
• Strong communication and interpersonal skills for presenting solutions clearly and confidently
• Background in financial services, wealth management, or investment advising with excellent knowledge of financial products
• Knowledge of AI-driven financial tools and digital applications is a plus
• Ability to work independently, manage responsibilities, and contribute proactively to team initiatives
• NISM certification for distribution of financial Products is a plus.