About the Brand 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