Company Description Lakshya Financial Services is a financial solutions provider focused on broking, insurance, and wealth management services. The company helps clients navigate complex market dynamics and align investment strategies with their long-term financial goals. As a partner of Mirae Asset Sharekhan, Lakshya Financial Services offers access to advanced trading platforms and research-driven investment insights. Clients can choose from equity investing, comprehensive insurance plans, and mutual fund portfolios as part of a holistic financial planning approach. Role Description The Sales and Marketing Intern will support client acquisition and retention activities, including assisting with sales calls, customer outreach, and follow-ups. Day-to-day responsibilities include introducing financial products and services, explaining benefits to prospective clients, and helping prepare presentations and marketing materials. The intern will also assist in organizing client meetings, gathering feedback, and maintaining accurate records in CRM or tracking systems. This is a full-time, on-site role based in Ahmedabad,



requiring active collaboration with the sales and marketing teams to meet targets and enhance client experience. Qualifications
• Strong Communication and Customer Service skills to interact effectively with clients and team members.
• Interest and foundational skills in Sales and Sales Management to support lead generation and conversion activities.
• Ability to assist in Training-related tasks such as preparing materials and supporting product knowledge sessions.
• Basic understanding of financial products (equity, mutual funds, insurance) or willingness to learn quickly.
• Proficiency in MS Office and comfort using digital tools, trading platforms, or CRM systems.
• Detail-oriented, organized, and able to manage multiple tasks in a rapid-paced environment.
• Currently pursuing or recently completed a degree in Business, Finance, Marketing, or a related field.
• Professional attitude, ethical conduct, and readiness to work on-site in Ahmedabad.

📌 Sales And Marketing Intern (Ahmedabad)
🏢 lakshya financial services
📍 Ahmedabad