Wealth Management Intern

Company Description
visit https://ACMEgroup.co.in, ACME Group is leading provider of investment solutions, specializing in customized services in Capital Markets, Hedge Fund, Wealth Management, Corporate Advisory, Merchant Banking, financial assessment, planning and Alternative Asset Management.
Role Description
This is a full-time on-site Internship opportunity for 2months or around based at Mumbai. Interns will prepared to be next generation 'Wealth Managers' be responsible for acquiring customers at their individual capacity, managing investments, finance, financial planning, investment management and insurance for clients on a day-to-day basis.Work on Equity & capital markets, Hedge fund, wealth and portfolio management & financial planning, Investment management framework
Participate in activities regularly for comprehensive customer acquisition & engagements >30+ customers, Investors, HNIs, Family Offices, Corporates, upselling entire range of our wealth management product and services, creating, generating, aggregating large AUMs managed under self
Work with an understanding of equity, commodity, and F&O capital markets, mutual funds & insurance (tax planning)
Qualifications
Customer Acquisition, Sales & Marketing skills
Experience in Sales, Finance and Investments, insurance-related matters
Strong analytical and problem-solving skills
Excellent Sales person with communication and interpersonal skills
Relevant certifications such as CFP, CFA, or equivalent

Work arrangement
No