Sales Intern (Financial Services)

Role : Sales Intern (Financial Services)

Location : Trinity Towers, AJC Bose Road, Bhowanipore, Kolkata, West Bengal

Duration : 3 - 6 months

Stipend : Rs 5,000 per month + Incentives

Role Brief :

We are looking for a dynamic and motivated Relationship Intern to support our virtual relationship management efforts and drive account openings and trade activations for our digital investment platform, Dhanush . This internship offers a valuable opportunity to gain practical experience in client communication, acquisition, and relationship management within a professional financial services environment.

Responsibilities :

• Conduct outbound calls to newly registered and existing Dhanush clients to drive account engagement.
• Clearly explain the benefits, features, and usage of Dhanush's trading and investment platform.
• Guide clients through their trade execution and provide assistance with platform navigation if needed.
• Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
• Identify client needs and proactively cross-sell suitable financial products to drive revenue.
• Maintain detailed and accurate logs of all client interactions, follow-ups, and account activity in CRM tools.

Requirements :

Our Websites :

https : / / www.ashikagroup.com /

https : / / retailbroking.ashikagroup.com /

Skills Required

CRM Tools, Relationship Management, Financial Products, Client Communication