Wealth Associate

Trybotics; Mumbai; On-site; INR 112,000 - 167,000; Full time

Benefits offered by this job

Certificate

Letter of recommendation

Job summary

Quantify Capital is offering an in-office 3-month internship in Mumbai for aspiring wealth management sales professionals. You will make outbound calls to prospective clients, pitch wealth management offerings, and manage the sales process from first contact through conversion.

You will maintain a structured pipeline, follow up with prospects, re-engage inactive leads, and share regular performance updates with management.

Qualifications

• Strong negotiation skills to pitch financial products.
• Understanding of finance concepts and products.
• Excellent verbal and written communication to engage prospects.

Responsibilities

• Make outbound calls and pitch Wealth Management offerings to prospects.
• Follow up consistently to build relationships and drive conversions.
• Manage the sales process from initial call to conversion and hand over to onboarding.

Skills

Negotiation

Finance

Effective Communication

Job description

About the internship:

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


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


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


4. Drive new client acquisition for the Wealth Management business.


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


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


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


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

Who can apply:

Only those candidates can apply who:

1. are available for full time (in-office) internship


2. can start the internship between 31st Aug'26 and 5th Oct'26


3. are available for duration of 3 months


4. have relevant skills and interests

Stipend:

INR₹ 10,000 - 15,000 /month

Deadline:

2026-10-01 23:59:59

Other perks:

• Certificate, Letter of recommendation

Skills required:

• Negotiation, Finance and Effective Communication

Other Requirements:

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


2. Freshers with strong communication skills are welcome to apply.


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


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


5. Strong communication, persuasion, and convincing skills.


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


7. Comfortable working independently with minimal supervision.

About Company:

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.