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Sales and Marketing - Internship

0 years

0 - 1 Lacs

India

Posted:1 week ago| Platform: Linkedin logo

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Skills Required

marketing outreach sip engagement networks support onboarding documentation crm learning development communication finance mobile

Work Mode

Remote

Job Type

Internship

Job Description

Intern – Financial Sales & Client OutreachLocation: RemoteDuration: 2–3 months (Extendable based on performance)

About Us

We are a SEBI-registered Mutual Fund Distributor helping individuals make smarter financial decisions. Our services include SIP-based investing, term & health insurance solutions, and financial awareness.This internship is ideal for candidates looking to build a career in sales, financial services, or client engagement with exposure to real-world financial products.Key Responsibilities
  • Generate leads through personal networks, social media, or offline outreach
  • Educate prospects on SIPs, term insurance, and health plans
  • Fix appointments and support onboarding of clients
  • Coordinate documentation for mutual fund investments and insurance policies
  • Maintain regular follow-up with potential clients via WhatsApp/phone
  • Track performance and targets using Google Sheets or CRM tools
Learning Opportunities
  • Hands-on exposure to financial products (Mutual Funds, Term, and Health Insurance)
  • Soft skills development: sales communication, lead conversion
  • Guidance from a SEBI-registered Mutual Fund Distributor
  • Certificate of Completion + LinkedIn recommendation (for high performers)
Stipend

Performance-based Stipend As Per The Following Slabs

MilestoneStipend1 SIP (₹5,000/month+) + 2 Insurance Policies₹5,0002 SIPs (₹5,000/month+) + 3 Policies₹7,5003 SIPs (₹5,000/month+) + 4 Policies₹10,000 + ₹1,000 bonusAdditional incentive for extra conversions beyond target🪙 SIP beyond slab (₹5,000/month+)₹300 per SIP🛡️ Insurance Policy beyond slab (term/health)₹800 per policyNo fixed stipend. Payment is linked to successful client conversions only.

Requirements

  • Graduate/Undergraduate (Commerce, Finance, Marketing preferred)
  • Interest in sales and finance
  • Good communication skills (English/Hindi/regional language)
  • Internet access and mobile phone
  • Ability to commit 2–3 hours daily

Note:

This is a paid internship.Skills: sales,finance,mutual funds,insurance

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