Wealth Management Intern (Mumbai)

Wealth Management Intern (Mumbai)

24 Sep
|
ACME Group
|
Mumbai

24 Sep

ACME Group

Mumbai

Company Description visit https://ACMEgroup.co.in, ACME Group is leading provider of investment solutions, specializing in customized services in Capital Markets, Hedge Fund, Wealth Management, Corporate Advisory, Merchant Banking, financial assessment, planning and Alternative Asset Management.

Role Description

This is a full-time in office Internship opportunity for 2months or around based at Mumbai. Interns will prepared to be next generation 'Wealth Managers' be responsible for acquiring customers at their individual capacity, managing investments, finance, financial planning, investment management and insurance for clients on a day-to-day basis.Work on Equity & capital markets, Hedge fund, wealth and portfolio management & financial planning, Investment management framework





- Participate in activities regularly for comprehensive customer acquisition & engagements >30+ customers, Investors, HNIs, Family Offices, Corporates, upselling entire range of our wealth management product and services, creating, generating, aggregating large AUMs managed under self
- Work with an understanding of equity, commodity, and F&O; capital markets, mutual funds & insurance (tax planning)

Qualifications

- Customer Acquisition, Sales & Marketing skills
- Experience in Sales, Finance and Investments, insurance-related matters
- Strong analytical and problem-solving skills
- Excellent Sales person with communication and interpersonal skills
- Relevant certifications such as CFP, CFA, or equivalent

📌 Wealth Management Intern (Mumbai)
🏢 ACME Group
📍 Mumbai

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