Website:
finclockforyou.com
Job details:
Company Description:
Finclock Private Limited is a leading wealth management firm headquartered in Kolkata, renowned for serving High Net Worth Individuals (HNWIs) and business families. With a deep understanding of the Bengali business culture, Finclock specializes in alternative investments beyond traditional finance, offering exclusive investment instruments like Structured Products, AIFs, and REITs. The company emphasizes multi-generational wealth preservation and family office solutions to transform and sustain wealth as lasting legacies. Finclock’s expertise is trusted in managing over 200 portfolios for some of India’s most successful families.
Role Overview:
We are looking for an enthusiastic, confident, and result-oriented Intern to join our Wealth Management team. This role offers hands-on exposure to client acquisition, financial product marketing, relationship management, and investment advisory support within the wealth management industry.
Key Responsibilities:
- Acquire and onboard Retail & HNI clients through networking, outreach, and market research
- Visit corporate offices and business establishments for relationship-building with senior leaders, corporate professionals, and prospective clients
- Advise clients on suitable investment and wealth management solutions
- Coordinate follow-ups, schedule meetings, support business development initiatives and organize investor awareness sessions
Products to be Handled:
• Demat & Trading Accounts
• Mutual Funds
• Structured Products
• Alternative Investment Funds (AIFs)
• Equity & Debt Products (NCDs)
Eligibility Criteria:
- Pursuing or recently completed a degree in Finance, Business Administration, or Marketing
- Strong communication, interpersonal, and client interaction skills
- Interest in financial markets and basic understanding of equity and debt markets, mutual funds, or alternative investments is preferred
Perks & Benefits:
- Competitive stipend based on experience and performance
- Opportunity to work on real-world, high-impact financial products
- Learning and growth opportunities under an experienced wealth management team
Interested candidates please mail your resume at mailto:rajrupa@finclockforyou.com
Click on Apply to know more.