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Business Development Manager - Financial Planning (Loans & Insurance)

Sattrex Capital Services LLP · Mumbai City

📅 15/08/2026
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About the internship: As a Business Development Manager intern at Sattrex Capital Services LLP, you will have the exciting opportunity to gain hands-on experience in financial planning, loans, and insurance. Your role will involve developing new business opportunities, managing client relationships, generating leads, and effectively communicating with stakeholders. Selected intern's day-to-day responsibilities include: 1. Conduct market research to identify potential clients and opportunities for growth. 2. Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. 3. Generate leads through various channels such as networking events, social media, and referrals. 4. Collaborate with the sales team to develop comprehensive strategies for acquiring new clients and closing deals. 5. Communicate effectively with internal teams to ensure the successful implementation of financial plans and services. 6. Stay updated on industry trends and regulations to provide informed advice to clients. 7. Assist in creating marketing materials and presentations to promote Sattrex Capital Services LLP's financial planning services. If you are a motivated individual with a passion for financial planning and business development, this internship opportunity is perfect for you. Join us at Sattrex Capital Services LLP and kickstart your career in the financial services industry. Who can apply: Only those candidates can apply who: are available for the part time job/internshipcan start the part time job/internship between 11th Aug'26 and 15th Sep'26are available for duration of 6 monthshave relevant skills and interests* Women wanting to start/restart their career can also apply.* Freshers looking for jobs may also apply Stipend: INR 11,000 - 25,000 /month Deadline: 2026-09-11 23:59:59 Other perks: Certificate, Letter of recommendation, Flexible work hours, Informal dress code, Job offer Skills required: Client Relationship Management (CRM), Lead Generation, Business Development, Effective Communication and Financial planning Other Requirements: 1. Candidates pursuing or possessing a background in Finance, Business Administration (MBA/BBA), Commerce, or related fields preferred.2.Prior knowledge or strong interest in financial products (Mutual Funds, Loans, Health/Life Insurance, Equity).3.Excellent verbal and written communication skills with strong negotiation and interpersonal abilities. About Company: Sattrex Capital Services LLP is an AMFI-registered mutual fund distributor and financial services firm with over 25 years of experience in providing personalized financial planning solutions. We specialize in wealth creation, mutual fund distribution, life and health insurance, corporate risk management, and multi-asset loans (home loans, working capital, and loan against property) for individuals, business owners, professionals, and NRIs. Driven by a commitment to long-term relationship care and regulatory compliance, we help clients achieve multi-generational financial stability through objective, goal-based financial architecture. Additional information: Stipend Structure: Fixed Compensation: 6,000 - 10,000 /month Incentive Compensation: 5,000 - 15,000 /month Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of 300000 to 500000/year .
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