Company Description LevelIQ is India’s first unbiased portfolio intelligence platform for retail mutual fund investors, focused on providing transparent, data-driven insights. The platform helps users understand hidden overlaps, sector concentration risks, and their true Portfolio Health Score™.
LevelIQ does not earn commissions from fund houses, eliminating conflicts of interest and ensuring pure analytics. Investors receive a free Portfolio Health Score™, overlap detection, sector analysis, personalized insights, and asset allocation suggestions. Designed for India’s growing base of mutual fund investors, LevelIQ prioritizes honest portfolio evaluation over tips or sponsored recommendations.
Role Description The Business Development Specialist internship at LevelIQ is a hybrid role based in the Pune District, with flexibility for some work-from-home tasks. In this role, the intern will identify and qualify leads, support outreach campaigns, and help build relationships with retail investors and potential partners.
Day-to-day responsibilities include conducting market research, understanding user segments, and sharing insights with the team to refine positioning and sales strategies. The intern will interact with prospective users through calls, emails, and social channels, answer queries about LevelIQ’s offerings,
and provide a high standard of customer engagement. The role also involves updating CRM records, preparing basic reports, and collaborating with marketing and product teams to support growth initiatives.
Qualifications
- Candidates should possess robust Analytical Skills and the ability to interpret data and market trends.
- Candidates should possess effective Communication skills, including clear verbal and written interaction with potential users and internal teams.
- Candidates should possess Lead Generation capabilities and a proactive approach to identifying and qualifying prospects.
- Candidates should possess Market Research skills to study competitors, customer segments, and industry developments.
- Candidates should possess Customer Service skills to respond to inquiries, resolve basic issues, and maintain positive relationships.
- Ability to work in a hybrid environment in Pune District, manage time independently, and collaborate in a startup setting.
- Interest in fintech, investing, or personal finance; prior exposure to mutual funds or portfolio analysis is an advantage.
- Pursuing or having completed a degree in Business, Marketing, Finance, Economics, or a related field is preferred.
📌 Business Development Specialist (Pune)
🏢 LevelIQ
📍 Pune