Wealth Management Internship in Mumbai at Upright Wealth

Upright Wealth

1 month
full time
INR 3000 - 35000 lump sum
18 October, 2025

About the Internship

Selected intern's day-to-day responsibilities include:

1. Sales support:
 - Assist in identifying and generating new sales leads.
 - Conduct market research to identify potential clients and business opportunities.
 - Participate in sales meetings, presentations, and client calls.
 - Assist in the preparation of sales proposals and marketing materials.
 - Support the sales team in achieving targets and goals.

2. Client service:
 - Provide excellent customer service to existing clients by addressing their inquiries and resolving issues promptly.
 - Assist in onboarding new clients, ensuring a smooth and seamless process.
 - Maintain accurate and up-to-date client records in the CRM system.
 - Coordinate and schedule client meetings and follow-up activities.
 - Assist in the preparation of client reports and documentation.

Number of Openings

3 openings

Perks of this Internship

Certificate Recommendation letter

Other Requirements

1. are available for full time (in-office) internship

2. have relevant skills and interests

3. can start the internship between 18th Sep'25 and 23rd Oct'25

4. are available for duration of 1 month

5. have already graduated or are currently in any year of study

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Wealth Management Internship in Mumbai at Upright Wealth

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