Job Title

Sales Intern – Wealth TeamSupport the Wealth Team and Relationship Managers in identifying, engaging, and converting potential business opportunities through proactive outreach and face-to-face meetings.Key Responsibility Areas (KRAs):Client Engagement Support Coordinate and accompany Relationship Managers in face-to-face meetings. Help in preparing meeting agendas, presentations, and follow-up materials.Relationship Building Build rapport with potential client representatives during visits. Support post-meeting follow-ups to keep engagement warm.Sales Collateral & Communication Assist in creating customized decks, proposals, and pitch material. Ensure all communication aligns with brand and compliance standards.Performance Tracking Maintain a weekly tracker of meetings attended, prospects engaged, and status updates. Share regular reports with the wealth and sales leadership teams.