Executive Trainee - Sales & Relationship Management

About Dhanvesttor

Dhanvesttor is a specialized wealth management firm dedicated to empowering women investors by offering customized financial solutions. The organization fosters financial inclusion and confidence by integrating investment services with co-learning opportunities and community engagement efforts. Registered with SEBI, the company emphasizes transparency, regulatory adherence, and investor protection, creating a collaborative environment for clients to enhance both their financial assets and knowledge. This mission-driven setting provides team members with a chance to engage in impactful work aligned with empowerment and education.

Role Overview and Responsibilities

The Executive Trainee in Sales & Relationship Management will actively support daily sales activities, client service, and relationship management operations at the company's Kolkata office, working full-time onsite. The trainee will collaborate closely with Senior Relationship Managers to gain hands-on experience in lead generation, business development, client interaction, and comprehensive wealth management services.

• Initiate and generate potential client leads via cold calling and proactive outreach.
• Coordinate and engage with prospective clients, managing meeting schedules and follow-ups.
• Maintain precise documentation of leads, client meetings, and communications.
• Accompany Senior Relationship Managers during client sessions to observe and learn effective relationship management techniques.
• Assist with daily sales operations and backend support functions.

Candidate Qualifications

• Possess a Bachelor's degree (including but not limited to BBA, B.Com, BMS, MBA).
• Prior internships or projects related to Sales, Marketing, Business Development, or Customer Relationship Management are advantageous.
• Excellent verbal communication and interpersonal abilities for effective relationship building.
• Confident and client-focused demeanor with a professional appearance.
• Self-driven and enthusiastic learner comfortable within a structured training format.
• Ability to thrive in a results-oriented, target-driven workplace.
• Basic skills in Microsoft Office suites such as Excel, Word, and PowerPoint.
• Willingness to be based in Kolkata or relocate as needed.
• Keen interest in pursuing a career in Sales, Relationship and Wealth Management within the Financial Services sector.
• Demonstrate high work ethic, professionalism, meticulousness, and collaborative spirit emphasizing client needs.