Sumanomics Financial Services is a financial services company offering a wide range of investment, insurance, and financial solutions, including Mutual Funds, AIFs, SIFs, GIFT City solutions, Insurance, and Loans Against Mutual Funds (LAMF).

We are looking for motivated candidates who want to gain practical exposure to financial product distribution, sales, client servicing, and financial operations.

Job Role

Finance Intern

Roles & Responsibilities

- Assist in the sales and distribution of financial products.
- Support lead generation, client acquisition, follow-ups, and relationship management.
- Assist with client onboarding, KYC, documentation, and transaction processing.
- Maintain sales reports, MIS, lead trackers, and client records.
- Coordinate with AMCs, insurance companies, distributors, and product partners for operational requirements.
- Support post-sales service and client queries.
- Conduct basic financial product and market research.

Products You Will Learn About

- Mutual Funds
- Alternative Investment Funds (AIFs)
- Specialized Investment Funds (SIFs)
- GIFT City Financial Products
- Insurance Products
- Loans Against Mutual Funds (LAMF)

Skills Required

- Communication and interpersonal skills
- Sales and client-handling skills
- Basic knowledge of financial products
- Lead generation and follow-up
- MS Excel and basic MIS
- Willingness to learn




- Interest in financial services and investment products

Candidate Eligibility

- Any Graduate can apply.
- BBA, B.Com, MBA, PGDM, M.Com and Finance/Management graduates are encouraged to apply.
- Freshers are welcome.
- Candidates with prior experience or internships in sales, finance, banking, insurance, investment or financial services will be an added advantage.
- NISM certification is preferred but not mandatory.

What You Will Gain

- Practical exposure to financial product distribution
- Understanding of investment and insurance products
- Experience in sales, client acquisition and relationship management
- Exposure to financial services operations and documentation
- Hands-on experience with MIS, lead management and client servicing
- Industry knowledge and professional workplace experience

Who Should Apply?

Candidates who are interested in building a career in financial services, wealth management, investment distribution, banking, insurance, sales or operations and are willing to learn through practical industry exposure.

Location: Patna
Work Mode: [Work from Office / Hybrid / Work from Home]

Pay: ₹3,000.00 - ₹10,000.00 per month

Benefits:

- Adaptable schedule
- Work from home

Education:

- Bachelor's (Preferred)

Work Location: Hybrid remote in Kankarbagh, Patna, Bihar

📌 Finance Intern (Patna)
🏢 Sumanomics Financial Services
📍 Patna