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Internship Details

About Internship:

Seeking Business Development Interns possessing good communication and networking skills. Should possess the zeal to learn and acquire knowledge.

Roles and Responsibilities:

1.Sourcing of New Clients:

a. Formulating strategies to expand the client base

b. Understand client needs & requirements and accordingly position products & services

c. Conduct Brand awareness activities

d. Run the digital marketing drive
2. Research and Analytics

a. Research, investigate and regularly update regarding the available investment opportunities/financial market trends to determine whether they fit into client portfolios

b. Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, insurance coverage other than investment planning to ensure a one-point relationship for the client.

c. Provide various Investment performance reports and summaries to the clients

3. Ensure ongoing self-development


1. Excellent Performance Based Incentives
2. Letter of Recommendation and Long Term Career Opportunity

No. of Positions


Application Deadline

Apply by: 25th May `18


Expenses Covered

About Company

A one stop Financial Services Firm. Our services include Wealth Management, Financial Planning, Risk Management, Expense Management and Tax Planning.

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