Company: Oceano Apex Private Limited

Industry: Wealth Management / Financial Services

Location: Mumbai

Employment Type: Internship

Company Overview

Oceano Apex Private Limited is a fast-growing start-up wealth management firm based in Mumbai, specializing in personalized financial advisory and investment services for High Net Worth Individuals. With a strong focus on excellence, trust, and innovation, we are redefining the wealth management experience and building a team of energetic professionals ready to grow with us.

Role Summary

We are looking for a dynamic and result-driven Wealth Manager Intern to generate new business opportunities, build relationships with potential clients, and promote our wealth management and financial advisory services. The ideal candidate will have excellent communication skills, and the ability to confidently engage with HNI clients and prospects.

Key Responsibilities

Identify and approach potential clients through field visits, networking, referrals, and lead generation activities.

Build and maintain strong relationships with prospective and existing clients.

Present and explain the company’s financial advisory and investment services in a transparent and professional manner.





Understand client needs and coordinate with internal teams to offer suitable solutions.

Maintain regular follow-up with leads and update client records in the CRM or internal system.

Represent the company professionally during meetings, presentations, and client interactions.

Stay updated on market trends, competitor activity, and client preferences.

Support the team in brand promotion and business growth activities.

Required Skills and Qualifications

Bachelor’s and Master's degree in Business, Finance, Marketing, or a related field.

Strong communication and negotiation skills.

Confident personality with a professional approach.

Ability to work independently and meet targets.

Good knowledge of sales processes and client relationship management.

Familiarity with financial services, investments, or wealth management is preferred.

Willingness to travel locally for client meetings and business development.

What We Offer

Opportunity to work with a growing wealth management firm.

Performance-based incentives and growth opportunities.

Exposure to HNI client engagement and financial services.

Work Location: In person

Pay: ₹12,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Wealth Manager Intern (Mumbai City)
🏢 Oceano Apex
📍 Mumbai City