Certificate: Provided on successful completion
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 robust 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