Business Development Intern – Mutual Fund Operations Company: Artheek – Spyra Exim Private Limited Location: Pune, Maharashtra Job Type: Full-Time Internship Department: Business Development & Mutual Fund Operations About the RoleWe are looking for a motivated Business Development Intern with an interest in Mutual Funds, Finance, Investments, and Financial Services . The candidate will work closely with our Business Development and Operations team and gain practical exposure to mutual fund distribution, client onboarding, investor support, business development, and day-to-day mutual fund operations. This opportunity is ideal for students or freshers who want to build a career in the Mutual Fund / Wealth Management / Financial Services industry .
Key ResponsibilitiesAssist in business development activities for Mutual Fund products. Connect with prospective clients and explain basic Mutual Fund and SIP concepts. Support client onboarding and documentation processes.
Assist with KYC, investment application, SIP registration, mandate and transaction-related processes. Follow up with existing and prospective clients. Maintain client records, leads and operational data.
Coordinate with internal teams for Mutual Fund transactions and client servicing. Support the team in resolving basic client queries related to investments and transactions. Conduct basic research on Mutual Funds, AMCs and financial products.
Assist in lead generation and relationship-building activities. Support day-to-day Mutual Fund operations and administrative activities. EligibilityWe are looking for candidates who are:
Currently pursuing or have completed MBA – Finance / Marketing Currently pursuing or have completed B.Com / M.Com / BBA / Finance-related courses Freshers are welcome to apply.
Candidates studying in Pune or currently staying in Pune will be preferred. Candidates with basic knowledge of Mutual Funds, SIPs, Stock Market or Financial Products will be preferred. Strong interest in the Finance and Investment industry is important.
Skills RequiredBasic understanding of Mutual Funds and financial markets Good communication and interpersonal skills Client handling and relationship-building ability Basic knowledge of MS Excel / Google Sheets Willingness to learn Mutual Fund operations Follow-up and coordination skills Self-motivated and target-oriented approach Basic sales and business development skills Preferred CandidateCandidates who already understand concepts such as: Mutual Funds | SIP | NAV | KYC | AMC | Equity Funds | Debt Funds | Investment Planning will have an added advantage.
What You Will
LearnDuring the internship, you will gain practical exposure to: Mutual Fund Distribution Business Development Client Acquisition Investor Onboarding KYC & Documentation SIP & Mutual Fund Transactions Client Relationship Management Mutual Fund Operations Financial Products Wealth Management Industry Work Location Pune, Maharashtra This is a full time, office-based internship . Candidates who are currently studying or residing in Pune and can work full-time from the office will be preferred.
Who Should Apply?If you are a Finance student or fresher who wants practical experience in the Mutual Fund and Investment industry and wants to build a career in Business Development, Wealth Management or Mutual Fund Operations , we would like to hear from you.
📌 Business Developer (Internship) (Pune)
🏢 JobTrade
📍 Pune
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.