AND Investment Services is a wealth management and financial consultation firm focused on making investing simple, goal-oriented, and personalised. We work with individuals and families across mutual funds, portfolio planning, and long-term wealth creation, with a solid focus on understanding the client before recommending any financial solution.
Role Responsibilities
As a finance sales intern, you will be responsible for:
- Generating and qualifying potential leads
- Reaching out to prospects through calls, messages, and other channels
- Understanding client financial goals and requirements
- Explaining AND’s investment and wealth management services
- Following up with interested prospects and supporting conversions
- Assisting with client onboarding and relationship management
- Maintaining lead and follow-up records
- Supporting sales campaigns and business development activities
- Working towards assigned sales and lead-generation targets
📌 Sales Intern - Unpaid (India)
🏢 AND Investment Services
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.