Sales - Internship
WEALTH ACUMEN
Selected intern's day-to-day responsibilities include:
A. Client service & operations
1. Assist client in onboarding (KYC follow-ups, form checks, documentation
support)
2. Handle basic client queries via WhatsApp, calls, or email
3. Maintain and update client records, CRM, and Excel sheets
4. Track SIP registrations, renewals, and mandate follow-ups
B. Sales support activities
1. Follow up on warm leads provided by the firm
2. Assist in explaining basic mutual fund concepts to clients (under
supervision)
3. Share approved product information, brochures, and updates with clients
4. Support relationship building with existing investors
Required Skills
About WEALTH ACUMEN
Wealth Acumen is an investment service firm focused on helping individuals make informed and disciplined investment decisions. We specialize in mutual fund distribution, stock market awareness, and investor education, catering to both new and experienced investors. Our mission is to simplify investing by combining practical knowledge, ethical practices, and long-term wealth- building strategies.
Job Summary
Ready to Apply?
Take the next step in your career journey. Join WEALTH ACUMEN and make an impact.