Wealth Management - Internship

About the internship:Selected intern's day-to-day responsibilities include:

1. Connect with clients to engage them in wealth/portfolio management products and services and financial planning frameworks

2. Conduct consistent individual activities for comprehensive customer acquisition, relationship management, and client engagement across HNI, Ultra-HNI, retail, family offices, corporates or institutions

3. Prioritise investor-focused work across capital markets, equity/options and futures, mutual funds, and insurance with a focus on tax planning

4. Explore various practices to encourage client acquisitionWho can apply:Only those candidates can apply who:are available for full time (in-office) internshipcan start the internship between 21st Sep'26 and 26th Oct'26are available for duration of 2 monthsare from Navi Mumbai onlyhave relevant skills and interests* Freshers looking for jobs may also applyStipend:INR₹ 8,000 - 12,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Informal dress code, 5 days a week, Job offerSkills required:Stock Trading, Investing, Sales, Financial Services and Customer AcquisitionOther Requirements:1. Seasoned, hardcore, career-focused salespeople in fast-paced & vertical growth environments, with a wide earning appetite, effort & capabilities2. Candidates preferred from marketing specialization and passionate about finance careers: stock markets/investments/financial advisory3. Go-getter; should have a penchant for sales, client acquisition, engagement & up-sell4. Please don't apply if you have any apprehension about sales, cold calls & marketing activitiesAbout Company:Acme Wealth Advisory Private Limited is a leading investment solution provider in the area of financial advisory, capital market, wealth management, portfolio management, and trading advisory services in the equities and debt segment.Additional information:

Stipend Structure:

Fixed pay: ₹ 5,000 - 7,000 /month

Incentive pay: ₹ 3,000 - 5,000 /month

Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of ₹ 200000 to 700000/year

Responsibilities

Selected intern's day-to-day responsibilities include:

1. Connect with clients to engage them in wealth/portfolio management products and services and financial planning frameworks

2. Conduct consistent individual activities for comprehensive customer acquisition, relationship management, and client engagement across HNI, Ultra-HNI, retail, family offices, corporates or institutions

3. Prioritise investor-focused work across capital markets, equity/options and futures, mutual funds, and insurance with a focus on tax planning

4. Explore various practices to encourage client acquisition