Wealth Management - Internship

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

1. Work on wealth/portfolio management of products & services & financial planning framework

2. Participate in activities regularly in an individual capacity for comprehensive customer acquisition, relationship & engagements (HNI/Ultra-HNI/retail/family offices/corporate/institution)

3. Work with a focus on equity/options & futures/capital markets, mutual funds & insurance (tax planning)

4. Coordinate with senior advisors for client reviews and follow-ups.Who can apply:Only those candidates can apply who:are available for full time (in-office) internshipcan start the internship between 24th Sep'26 and 29th Oct'26are available for duration of 2 monthsare from Thane onlyhave relevant skills and interests* Women wanting to start/restart their career can also apply.Stipend:INR₹ 8,000 - 12,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Informal dress code, 5 days a weekSkills required:Client Interaction, Client Relationship, Stock Trading, Investing, Financial planning, Financial Services and Customer AcquisitionOther Requirements:1.⁠ ⁠We are specifically looking for career-focused people in high-paced & vertical growth aspirants, with an open earning appetite & capacities2.⁠ ⁠Candidates preferred from finance or marketing specialization and passionate about stock markets/investments/financial advisory3.⁠ ⁠Should have a penchant for sales, client acquisition, engagement & upselling4.⁠ ⁠Please don't apply if you have any apprehension about sales, cold calls & marketing activities5. Client-handling mindset and an ethical approach to financial advisory.6. Prior internship or academic exposure to finance is a plus.About Company:As a one-stop shop for all investment needs, we have established a significant presence among stock market players and traders. Our comprehensive suite of services includes financial advisory, capital market solutions, wealth management, portfolio management, investment banking, corporate finance, and alternate asset management.

At ACME Group, we prioritize customized solutions tailored to the unique requirements of our clients, which include corporate entities, high net worth individuals, and families. Our dynamic and lively organization is driven by a mission to be the preferred service provider for our customers, consistently exceeding their expectations. For decades, ACME Group has successfully fulfilled this mission, earning unwavering loyalty from our clients.

Additional information:

Stipend Structure:

Fixed pay: ₹ 5,000 - 7,000 /month

Incentive pay: ₹ 3,000 - 5,000 /month

Responsibilities

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

1. Work on wealth/portfolio management of products & services & financial planning framework

2. Participate in activities regularly in an individual capacity for comprehensive customer acquisition, relationship & engagements (HNI/Ultra-HNI/retail/family offices/corporate/institution)

3. Work with a focus on equity/options & futures/capital markets, mutual funds & insurance (tax planning)

4. Coordinate with senior advisors for client reviews and follow-ups.