Sales & Partnerships Intern

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.