Telecalling Intern

About the Organization

The firm works with high-net-worth individuals and business families, offering support in wealth structuring as well as estate and succession planning to help them strengthen, safeguard, and pass on wealth effectively.

Role Overview

This is a full-time, in-office telecalling internship based in Mumbai. The selected candidate will contribute to outreach, lead qualification, client coordination, and business development support for the advisory team.

Key Responsibilities

• Connect with prospective clients through outbound calls, follow-up conversations, and lead-generation efforts to surface new business opportunities.
• Screen and qualify leads, arrange meetings for advisors, and keep lead details updated and accurate.
• Coordinate with clients for document collection and follow-ups while maintaining smooth communication.
• Assist with client relationship management, business development activities, and database upkeep.
• Help ensure that every interaction contributes to a professional and positive client experience.

Eligibility

This opportunity is open to candidates who can work full time from the Mumbai office, begin between 24 June 2026 and 29 July 2026, and commit to a 3-month internship. Applicants should be based in Mumbai and have relevant skills and genuine interest in the role. Women looking to begin or restart their careers are also welcome to apply.

Working Arrangement

The internship is onsite in Mumbai and follows a 5-day work week.

Stipend

The internship offers a monthly stipend of INR 5,000 to INR 9,000.

Additional Information

The internship has 2 openings and is scheduled to start immediately.