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.
Solid 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 rapid-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 (India)
🏢 Dinjan Enterprise
📍 India