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Internship Details

About Internship:

- The candidate will be responsible of getting clients, account opening, demat account opening, trading and broking. End to end customer relationship management.

- Builds business by identifying and selling prospects; maintaining relationships with clients. Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.

- Sales Executives are responsible for planning, implementing, managing and overseeing company's overall sales strategy. They may be involved in selling products, goods and services to customers and clients. Their job is based setting up a strategy for finding new prospects and sales leads and converting them into paid user

- BBA, B.Com, B.A., B.Sc., MBA-Finance, M Com, PGDM/ MBA- Finance 5 Days a week (10:00 AM to 6:00 PM)

Roles and Responsibilities:

1. Find and convert clients that are interested in opening stock trading accounts through direct sales (face to face), cold calling, networking, your own data/sources, and references.

2. If you are experienced in this industry, you will have to display a productive strategy for sourcing and converting from your old/existing client base, or by acquiring data of existing investors in the market and meeting and convincing them to avail our service.

3. Managing your converted clients on a day to day basis.

4. Find and add new prospects on a regular basis, and to convert them into clients within reasonable time(3-4 weeks for new prospects, 7-10 days for existing prospects)

5. Have a customer-first approach and ensure that the customer is serviced well.

6. Ensure that the customer trades actively after opening of the trading account.

7. To understand customer's financial goals, and advise them on how we can fulfill those needs.

8. Interact with clients to update them on research calls and advise them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy.

9. Build a pipeline of clients and prospects that continue to increase revenue and assets under management month by month.


1. Pre Joining Offer to continue the position in company
2. Letter of Recommendation
3. Certificate

No. of Positions


Application Deadline

Apply by: 31st Jul `20


Rs. 1000-8000

About Company

We provide services regarding protection, investment, and wealth creation.

we have a team of professionals to solve all your financial quires.

we provide multiple products:

-Stock Broking

-Mutual fund

-Insurances (ALL)

-Advisory service.

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