Business Development (Sales) - Internship

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

1. Conduct surveys: Reach out to prospective and existing clients to understand their financial needs and priorities, and record their responses accurately.

2. Plan goals with Lifeline: Map each client's life goals onto a Lifeline plan, so every goal has a clear timeline and target.

3. Run financial audits: Carry out the Monthly Money Management Audit to identify a client's cash surplus, and complete risk profiling to understand their risk appetite.

4. Book appointments for your supervisor: Schedule client meetings and follow up, so the supervisor's calendar stays organised and no lead is missed.Who can apply:Only those candidates can apply who:are available for full time (in-office) internshipcan start the internship between 28th Oct'26 and 2nd Dec'26are available for duration of 3 monthshave relevant skills and interestsStipend:INR₹ 15,000 /monthDeadline:[hidden]:59:59Skills required:MS-Word, MS-PowerPoint, MS-Excel and Effective CommunicationAbout Company:Develop and implement comprehensive logistics strategies to optimize supply chain efficiency and effectiveness.

Collaborate with internal teams and external partners to ensure seamless transportation and distribution of goods.

Monitor and analyze logistics performance metrics, identifying areas for improvement and implementing solutions

Responsibilities

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

1. Conduct surveys: Reach out to prospective and existing clients to understand their financial needs and priorities, and record their responses accurately.

2. Plan goals with Lifeline: Map each client's life goals onto a Lifeline plan, so every goal has a clear timeline and target.

3. Run financial audits: Carry out the Monthly Money Management Audit to identify a client's cash surplus, and complete risk profiling to understand their risk appetite.

4. Book appointments for your supervisor: Schedule client meetings and follow up, so the supervisor's calendar stays organised and no lead is missed.