About the Internship
1. Lead Generation & Client Outreacha) Identify and approach potential clients (working professionals, doctors, business owners, NRIs).
b) Follow up on inbound leads generated via digital channels.
2. Product Presentation & Advisory
a) Explain financial well-being solutions in a structured manner.
b) Position products based on client goals (not product pushing).
3. Revenue & Conversion
a) Achieve agreed sales/conversion targets.
b) Support SIP setup, NPS onboarding, insurance proposals, and startup investment onboarding.
4.Relationship Management
a) Maintain follow-up discipline.
b) Support clients through documentation and onboarding processes.
Number of Openings
2 openingsPerks of this Internship
Certificate Recommendation letter Flexible work hours 5 days a week
Other Requirements
1. are available for the work from home job/internship
2. have relevant skills and interests
3. can start the work from home job/internship between 20th Feb'26 and 27th Mar'26
4. are available for duration of 3 months
5. have already graduated or are currently in any year of study
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