Company: TredPlus
Location: Bhuj, Gujarat ( In-Office )
Duration: 3 Months
Stipend: 10,000 per month
Type: Full-Time Internship
Joining: Immediate

ABOUT THE INTERNSHIP

We are looking for a motivated Wealth Management Intern to support our Wealth Management and Business Development teams. This internship offers hands-on exposure to Finance, FinTech, Lead Generation, Client Management, and Business Development.

KEY RESPONSIBILITIES
- Generate and manage potential leads.
- Communicate with potential clients and conduct regular follow-ups.
- Support client relationship-building activities.
- Assist the Business Development team in identifying new opportunities.
- Research financial products, FinTech solutions, and market trends.
- Maintain and update basic lead and client data.
- Prepare basic reports and track lead activities.
- Support the team in day-to-day wealth management activities.

REQUIREMENTS
- Basic knowledge or interest in Finance and FinTech preferred.
- Strong communication and interpersonal skills.




- Valuable relationship-building and follow-up skills.
- Basic MS Excel and data management knowledge.
- Self-motivated, proactive, and eager to learn.
- Comfortable working in a fast-paced, client-focused environment.
- Immediate joiners preferred.

Skills Preferred
- Sales & Business Development
- Marketing & Branding
- Market Research
- Lead Generation
- Customer Relationship Management
- MS Excel & PowerPoint
- Communication & Presentation Skills

WHAT YOU'LL GAIN
- Hands-on experience in Wealth Management and FinTech.
- Practical exposure to client interaction and lead generation.
- Experience working with the Wealth Management and Business Development teams.
- Understanding of financial products and business development.
- Opportunity to develop a career in Finance, FinTech, and Wealth Management.Role & responsibilities

📌 Wealth Management Intern (Bhuj)
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