Investment Services Intern

Job Description Sales Intern – OngoleBulls Invest Pvt Ltd

Location : Hyderabad (On-site)

Job Type : Internship – Full-time

Duration : 3–6 Months (Performance-Based Extension Possible)

Compensation : Stipend + Performance-based Incentives

Education : B.Com / BBA / BBM / MBA (Any Specialization)

Experience : Freshers / 0–1 year

About the Role

We are looking for Sales Interns to support client engagement, lead coordination, documentation, and sales operations across mutual funds and investment products. The role includes exposure to Monthly SIP planning, Lump Sum investment onboarding, and investor servicing .

Key Responsibilities

• Engage with prospective clients and explain investment offerings professionally.
• Support the onboarding of investors for Monthly SIPs and Lump Sum investments .
• Coordinate with Relationship Managers for follow-ups and service requests.
• Maintain accurate records and update CRM with lead and conversion tracking.
• Participate in outreach activities including meetings, seminars, and marketing initiatives.
• Assist in documentation, application processing & compliance requirements.
• Learn the basics of investment advisory and wealth management processes.
• Support reporting, MIS preparation and data management for the sales team.

Required Skills

Qualifications

What You Will Learn

Performance & Incentive Structure

Work Environment

Application Process

Email : hr@ongolebulls.com

Contact : +91 9281111718

About OngoleBulls

OngoleBulls Invest Pvt Ltd operates in the investment & wealth management sector, offering mutual funds, equity investing, and advisory solutions. We follow a professional culture focused on learning, ethics, and client-centricity.