Wealth Management Internship in Bhubaneswar Pur, Puri, Kolkata, Bhubaneswar, Kharagpur, Balasore, Rourkela, Bhadrak, Talcher (Hybrid)

At Sabiduria Capital, we are looking for a smart and enthusiastic Wealth Manager Intern to help us grow our mutual fund business. This is a great opportunity for someone who wants to build a career in finance and investments.

Selected Intern's Day-to-day Responsibilities Include

• Find New Clients: Search for people who might be interested in investing in mutual funds by using phone calls, social media, and other tools.
• Reach Out: Call and connect with potential clients to tell them about our services and how mutual funds can help them achieve their financial goals.
• Build Relationships: Develop trust with clients by understanding their needs and giving them the right investment solutions.
• Learn and Grow: Work closely with our experienced team to learn about financial products, the stock market, and how to give good investment advice.
• Stay Updated: Keep yourself informed about the latest trends in the mutual fund industry and new investment opportunities.
• Maintain Records: Use simple tools to keep track of your calls, meetings, and client details.
  
  

What We Offer

• Hands-on experience in wealth management and financial sales.
• Training and guidance from industry experts.
• A chance to build your network in the finance world.
  
  

Extra Advantage: If you are currently studying for or have completed professional courses like CFA, CFP, FRM, CA, or CS, it will be a big plus and add value to your application.

Note: This role is mainly about reaching out to new clients and helping them invest in mutual funds. If you are passionate about sales and finance, we would love to hear from you!

About Company: Sabiduria Capital is a boutique portfolio management and investment advisory firm specializing in equity investments. We focus on identifying long-term growth opportunities by investing in high-quality mutual funds, particularly those benefiting from emerging trends and technological advancements.

Sabiduria Capital uses a disciplined, research-driven approach to select stocks, aiming to deliver superior returns while managing risks effectively. Our expertise lies in understanding market cycles, adapting to changing economic environments, and maintaining a patient, long-term perspective.

Sabiduria Capital represents a partner that prioritizes both capital preservation and growth, making us a compelling option for clients seeking professional, actively managed equity portfolios.