Website:
wisdomfin.in
Job details:
Company Profile
Wisdom Financial Services Private Limited is a trusted financial consulting and investment solutions provider, offering services in financial planning, wealth management, retirement planning, and customized investment solutions. We are committed to helping clients achieve long-term financial security through transparent and professional advisory services.
Position Details : Sales & Relationship Management Intern
Location: Ahmedabad
Duration: 2 to 3 Months
Stipend: As per company policy
Key Responsibilities
- Develop understanding of mutual funds and financial markets
- Support relationship management and client servicing activities
- Assist in business development & client acquisition
- Conduct meetings with prospects & clients to understand investment needs
- Provide regular market and product updates to clients
- Maintain client records and assist in operational processes
- Support promotional and outreach activities
Skills & Competencies
- Strong sales orientation and communication skills
- High energy level, enthusiasm, and passion for learning
- Ability to influence and engage clients effectively
- Basic proficiency in Microsoft Office
- Professional attitude and teamwork mindset
Eligibility Criteria
- Graduate / Postgraduate student in Commerce, Management, Finance, or related fields
- Candidates pursuing professional courses related to Marketing will be preferred
- Willingness to work in a target-driven and client-focused environment
Learning Outcomes
- Practical exposure to financial advisory and wealth management
- Hands-on experience in client handling and business development
- Understanding of regulatory and compliance requirements
- Development of professional communication and sales skills
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