Company Description
Numus is a trusted financial advisory firm that helps clients pursue financial freedom through tailored investment, insurance, and wealth management solutions. The firm offers services such as investment planning, insurance advisory, tax-efficient wealth strategies, retirement planning, and risk management. Numus combines robust financial expertise with a client-first mindset to deliver measurable, long-term results. Team members collaborate closely with clients, focusing on clarity, transparency, and personalized guidance. The work environment emphasizes professional growth, ethical practice, and meaningful impact on clients’ financial well-being.

Role Description
The Sales Marketing Intern will support the sales and marketing team in promoting Numus’s financial advisory services and engaging prospective and existing clients. Day-to-day responsibilities include assisting with lead generation, coordinating outreach campaigns, following up with clients, and maintaining accurate records in CRM tools. The intern will help prepare sales presentations,



participate in client meetings or calls, and gather feedback to improve service offerings. Additional tasks may include supporting marketing activities such as events, social media outreach, and basic market research. This is a full-time, on-site role based in the Mohali district, with opportunities to learn about financial services, sales processes, and client relationship management.

Qualifications
- Candidates should possess strong Communication and Customer Service skills to interact professionally with clients and internal teams.
- Candidates should possess foundational Sales skills and an interest in Sales Management to support lead generation and follow-up activities.
- Candidates should possess the ability to assist in Training-related tasks, such as preparing materials and supporting internal or client sessions.
- Candidates should possess basic knowledge or interest in financial services, in

📌 Sales Marketing Internship (Sahibzada Ajit Singh Nagar)
🏢 Numus
📍 Sahibzada Ajit Singh Nagar