Type: 3-month paid internship, converting to a full time role on confirmation
Location: Mumbai
Stipend: To be discussed
About Network FP
Network FP is India's professional community for Personal Finance Professionals (PFPs):financial planners, advisors and mutual fund distributors. We're working towards 10,000qualified PFPs by 2030. The Role You'll be the go-to person for a growing group of PRO Members, starting small and building up to around 1,000. It's a calling and servicing role, ideal if you enjoy talking to people and following through.
What you'll do?
● Convert: Call Provisional Members about updated eligibility, collect their documents and help them become PRO Members
● Onboard: Welcome new PRO Members and walk them through their benefits
● Activate and engage: Help members use their resources and stay in touch throughout the year
● Renew:
Own renewals for your members and bring back those who lapse
● Track: Log every interaction in the CRM and share a weekly update
Who We're looking for?
● Final year student or graduate in Commerce, BBA, BMS, Economics, Finance or are lated field
● Enjoys talking to people and is comfortable on calls through the day
● Clear communication in English and Hindi; a regional language is a plus
● Reliable with follow-ups and comfortable with Google Sheets
● Customer-facing experience or an interest in personal finance is a bonus
What you'll get
● Training in the personal finance profession, with mentorship from our RMs
● A clear path from intern to full-time RM after 3 months
● A chance to be part of NFP National 2027, India's biggest conference for PFPs
Pay: ₹8,500.00 - ₹12,000.00 per month
Work Location: In person
📌 Sales Assistant (Parel)
🏢 Network
📍 Parel
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.