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BUSINESS DEVELOPMENT INTERNSHIP

Tenure: 3-12 month

Stipend: ₹ 5,000/month

Role

Your role is to support the company's growth by researching markets, identifying potential clients (lead generation), assisting with outreach strategies, prepare sales materials, maintain CRM data, and support senior team members with pitches, making it an ideal role for gaining hands-on sales and networking experience.


Responsibilities:

  • Lead generation through field activity and networking 
  • Client outreach and appointment fixing 
  • Assist BDMs in sales pitches 
  • Conduct financial data collection and risk profiling
  • Prepare Family Investment Portfolios (FIPs)  
  • Support onboarding (presentation, KYC, documentation) 
  • Observe and assist in portfolio reviews and client servicing
  • Handle follow-ups and basic conversions 
  • Maintain daily activity and reporting


Who should choose this:

  • Interested in finance, investments, insurance 
  • Comfortable interacting with clients 
  • Highly energetic, target-driven individuals 
  • Comfortable with field work and rejection 
  • Wants high earning potential (incentives)


Selection Criteria:

  • Any graduates/ pursuing any graduation
  • Preferance: Pursuing BMS/ MBA (Finance)
  • Strong communication & persuasion skills 
  • Competitive mindset 
  • Willingness for field activity 
  • No fear of targets  
  • Professional attitude and discipline 


Internship Benefits:

  • Practical exposure to sales & real clients
  • Hand-on experience on CRM
  • Training from industry experts in top financial institutions
  • Structured mentorship from advisors  
  • Stipend + per-lead / per-conversion incentives 
  • Proven scripts and on-ground training 
  • Fast skills development & pyschology building
  • Special events, celeberations & trips
  • Certification on completition
  • Special events, celeberations & trip

Apply Now
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Smart Financial Planners

4th Floor, B - Wing, Kamla City, Lower Parel West, Mumbai - 400013, Maharashtra, India

+91 7391980808

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Investments are subject to market risks. Please read all scheme related documents carefully.

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