About the job

Key Responsibilities:

1. Respond to every inbound lead (Google Ads, website, referrals, webinars) within the same day, by call and WhatsApp
2. Run the first consultation with prospects on Google Meet: understand their goals, existing investments, income and timeline
3. Prepare inputs for the investment plan and join the plan presentation alongside the Director
4. Own all follow-up after the plan presentation until the client is onboarded: questions, documents, account opening, and SIP registration
5. Keep every lead's status, notes and next step updated in the CRM
6. Track and report weekly on lead response time, meetings held and conversions

What you get:

1. You will work directly with the director on every client conversation, not in a call centre
2. Fixed salary plus monthly incentive linked to meetings held and clients converted
3. A clear path into a relationship management role as the client base grows

Skill(s) required

Client Relationship Management (CRM) Effective Communication English Proficiency (Spoken) English Proficiency (Written) Hindi Proficiency (Spoken) MS-Excel Sales

Earn certifications in these skills

Other requirements

1. Fluent spoken and written English- Most of our clients are salaried professionals and business owners across India, and every conversation happens in English

2. Entry level experience in a client-facing role, ideally in wealth management, insurance, banking or B2C sales

3. Genuine interest in personal finance and markets. You should already know what an SIP is and why someone would invest in one

4. NISM Series V-A certification, or willingness to clear it within 60 days of joining

5. Comfortable on video calls and confident explaining numbers to someone more senior than you

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 2,16,000 - 2,88,000 /year

Perks

Free snacks & beverages

Number of openings

1

About Northbridge Wealth

Northbridge Wealth is a Kolkata-based wealth management and mutual fund distribution firm with a 26-year heritage and a presence in Mumbai. We manage investments for 2,500+ client families across mutual funds, PMS, AIFs, SIFs, insurance, and alternative investments including unlisted shares and pre-IPO opportunities. Our team combines institutional-grade research with personal advice, backed by proprietary frameworks for portfolio assessment and fund selection. We are AMFI-registered and led by professionals with backgrounds in equity research and asset management at India's top AMCs.

Activity on Internshala

Hiring since August 2026

2 opportunities posted

1 candidate hired

Additional Questions

Sign up to continue

Candidate sign up

Sign up/ Login with Google

Sign up with Email

OR

By continuing as a candidate, you agree to our T&C .

Already registered? Login