Company Description : Kuberzo is a mutual fund distribution firm (ARN - 347606) focused on helping investors build long-term wealth through thoughtful, goal-based investing. The firm guides clients in choosing mutual funds that match their financial objectives, risk tolerance, and investment horizon. Kuberzo operates on principles of trust, transparency, and a client-first mindset, ensuring that recommendations are disciplined and well-informed. The team is committed to delivering reliable investment solutions and clear communication so clients can make confident financial decisions.
Role Description : The Business Development Intern role at Kuberzo is a remote internship focused on supporting client acquisition and relationship-building activities. On a day-to-day basis, the intern will assist in identifying prospective clients, conducting lead generation through digital channels, and performing market research to understand investor needs and mutual fund trends. The role includes supporting client communication, responding to inquiries, and providing basic customer service under guidance from senior team members. The intern will help prepare presentations, reports, and outreach materials, and will collaborate with the team to refine business development strategies and track key performance metrics.
Qualifications
- Candidates should possess strong Analytical Skills and the ability to interpret financial and market data.
- Candidates should possess effective Communication skills for clear, professional written and verbal client interaction.
- Candidates should possess Lead Generation capabilities, including identifying and qualifying prospective clients.
- Candidates should possess Market Research skills to gather insights on mutual funds, competitors, and investor behavior.
- Candidates should possess Customer Service skills to support client queries and maintain a positive client experience.
- Basic understanding of mutual funds, personal finance, or investment concepts is beneficial.
- Proficiency with spreadsheets, presentation tools, and online communication platforms is preferred.
- Currently pursuing or recently completed a degree in Business, Finance, Economics, or a related field is an advantage.
- Ability to work independently in a remote environment, manage time effectively, and meet deadlines.
Pay: From ₹5,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Work from home
Education:
Language:
- English (Required)
- Hindi (Preferred)
Work Location: Remote
