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Regional hiringpublishedExternal employer
QCQuantify Capital
Quantify CapitalFinTech, EdTech

Wealth Associate

Internship

Location

Mumbai, India

Work type

Onsite

Employment

Internship

Experience

0-1 years

Compensation

₹10K - ₹15K per month

Posted

23h ago

Summary and responsibilities

Role overview

Summary

The intern will be responsible for making outbound calls to pitch wealth management offerings, following up with prospects to drive conversions, and managing the sales process from initial contact to client handover. This role involves active client acquisition, pipeline management, and maintaining accurate sales records.

Selected intern's day-to-day responsibilities include:

  • Make outbound calls and pitch the company's Wealth Management offerings to prospective clients.

  • Follow up consistently with prospects to build relationships and drive conversions.

  • Manage the sales process from the initial call through conversion and hand over converted clients to the onboarding team.

  • Drive new client acquisition for the Wealth Management business.

  • Maintain a structured pipeline of prospects and follow-ups.

  • Re-engage prospects who have not converted and pursue them through timely and effective follow-ups.

  • Maintain accurate records of calls, follow-ups, conversions, and revenue.

  • Share regular sales updates, performance metrics, and progress with management.

Who can apply:

  • Only those candidates can apply who are available for full time (in-office) internship.

  • Can start the internship between 31st Aug'26 and 5th Oct'26.

  • Are available for duration of 3 months.

  • Have relevant skills and interests.

Other requirements:

  • Final-year students who can potentially be converted to a full-time role based on performance.

  • Freshers with strong communication skills are welcome to apply.

  • Basic understanding of Wealth Management and financial products is required.

  • Comfortable with outbound calling, follow-ups, and working towards sales targets.

  • Strong communication, persuasion, and convincing skills.

  • Self-driven, persistent, and target-oriented.

  • Comfortable working independently with minimal supervision.

Updated 23h ago

Candidate fit

Skills and qualifications

Additional skills

Effective Communication • 1+ yrs
Finance • 1+ yrs
Negotiation • 1+ yrs
Wealth Management • 1+ yrs
Financial Products • 1+ yrs
Sales • 1+ yrs
Persuasion • 1+ yrs
Target-oriented • 1+ yrs

Experience

0-1 years

How this role is positioned

Role classification

Job domains

Sales & Business Dev
Finance & Accounting

Industries

Finance & Banking

Employment

Internship

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

₹10K - ₹15K per month

VisibilityShared on listing
CurrencyINR
PeriodMonthly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationMumbai, India
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleHigh8/10
physicalLow3/10
cognitiveMedium7/10
executionHigh8/10
creativityLow4/10
uncertaintyMedium6/10
communicationHigh9/10

Context on the employer

Company snapshot

Company

Quantify Capital

Team size

Growing team

Location

Mumbai, India

Quantify Capital is a quantitative research and ed-tech firm focused on building advanced trading and investment models that deliver stable returns. Led by Sourabh Sisodiya, CFA, an industry expert featured on CNBC Awaaz, ET Now, and Moneycontrol, our team blends financial research with modern technology to empower traders. Sourabh has also built a 400K+ community on social media, where he simplifies complex financial concepts and shares data-backed strategies. He is the host of a leading finance podcast, having interviewed industry leaders such as Nithin Kamath (Zerodha), Dr. Velumani (Thyrocare), Margaret Franklin (Global CEO, CFA Institute), and veteran investor Ramesh Damani. Our mission is to equip traders with the right knowledge, disciplined strategies, and strong risk management practices, enabling them to trade with confidence and build sustainable long-term wealth.

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Wealth Associate

Mumbai, IndiaInternship