Business Analyst Trainee - Fresher

Overview

About the job:

Key responsibilities:

1. Explain the company's financial/ services to potential clients via calls, WhatsApp, email, and social media.
2. Generate new leads and convert inquiries into paid subscribers.
3. Understand the client's investment needs and recommend suitable advisory services.
4. Maintain CRM and follow up with interested prospects.
5. Achieve weekly/monthly sales targets with guidance from the team.
6. Assist in webinars, campaigns, and workshops to promote services.
7. Provide accurate information while following SEBI guidelines (no stock tips or guaranteed returns).

Duration: 06 months

Who can apply:

Only those candidates can apply who:

Salary:

₹ 2,05,000 - 7,00,000 /year

Experience:

0 year(s)

Deadline:

2026-01-08 23:59:59

Skills required:

MS-Excel, Computer skills, Marketing Strategies and Effective Communication

Other Requirements:

1. Students who have pursued/completed a BBA, B.Com, MBA, Finance, Commerce, Economics, or any related field

2. Freshers interested in finance, sales & investment advisory

3. Available for a full-time/part-time internship (remote or office, as applicable)

About Company:

CapitalLyft, located in Indore, is a SEBI-registered financial research and investment advisory firm. We provide research-based guidance in equities, derivatives, commodities, mutual funds, and wealth planning. Our focus is on transparent, ethical, and compliance-driven advisory that helps investors make informed decisions.
We are a fast-growing organisation and offer opportunities for individuals who want to build a career in financial markets and investment advisory.