Intern - Business Development (Wealthtech Sales)
11 months ago
About Adroit Vantage
Adroit Vantage is a wealth technology company that builds solutions for wealth managers and individual investors. We leverage lea..
About Adroit Vantage
Adroit Vantage is a wealth technology company that builds solutions for wealth managers and individual investors. We leverage leading edge technology to deliver elegant solutions for intelligent investment decisions and are committed to setting standards for the wealth tech industry.
Adroit Vantage's digital sales team is looking for a business development intern to conduct sales activities through digital outreach channels to promote our wealthtech solutions. This role will equip you with the "hunter" mindset that every business development representative should have in a fast-paced tech sales team. Are you interested in developing digital sales skills for a career in business development tech sales in the wealth management industry? Read on to see what the role entails.
Responsibilities
- Prospect Research: Conduct research activities on prospects to obtain information to perform digital or physical outreach. Using technology tools, you will learn how to scrape and maintain prospect information for outreach.
- Cold Outbound Digital Outreach: Use digital channels to send timely and personalized messages to prospects to educate and create awareness about Adroit Vantage's product offerings.
- Coordinate Sales and Marketing Campaigns: Collaborate with marketing teams to conduct customer related activities like product pitches, customer feedback and education.
- Maintain Pitch Collaterals: Create, update and refresh product pitch decks, charts, brochures and other collaterals used for sales engagements.
- Maintain CRM: Update and maintain CRM hygiene for Adroit Vantage's database.
- Product Pitching: Pitch and position Adroit Vantage's product offering to customers through digital and physical channels.
- Events & Networking: Attend events to network and build connections with prospects.
- Brainstorming: Join internal meetings with business heads to discuss ideas and plan actionable steps to accomplish goals.
What you will learn:
- Business Development Skills: You will learn the basics of tech sales by being exposed to techniques and strategies that business development representatives use to create awareness and attract customers into the sales funnel.
- Wealth Management Business Acumen: You will learn how the wealth management industry operates and be exposed to the business processes of Family Offices, Private Banks and Wealth Management Institutes.
- Business Technology Aptitude: You will learn how modern businesses use technology platforms like CRMs, ERPs and BIs to maintain databases. You will become a proficient user of these tools.
- Marketing and Sales Aptitude: You will learn how businesses create GTM strategies and activate different departments within the marketing and sales functions to execute campaigns.
- Pitching Skills: You will learn the basics of product pitching to a customer and how to sell benefits, not features of a platform.
- Networking Skills: You will learn how to strike conversations with strangers at in-person events or through digital channels.
- Stakeholder Management: You will learn how to navigate situations and manage relationships with people in the company.
- Time Management: You will learn how to manage different deliverables and tasks run on different timelines.
Qualities:
- Curious Learner: You are interested in how the wealth management business works and the technology platforms that are disrupting the industry.
- Go-Getter: You are an enterprising and energetic person who takes initiatives to learn or get things done.
- Technology Enthusiast: You are good at using technology tools and are genuinely passionate about how technology will change operational efficiencies in an organization.
- Navigate Uncertainty: You are comfortable in ambiguous situations and have a good street sense on how to handle such scenarios.
- Confident Communicator: You don't shy away from a microphone and are comfortable giving feedback/sharing ideas with peers, subordinates, and superiors.
- Creative Designer: You are a creative person who can express ideas verbally or through visual presentations like PPT slides/brochures.
- Proactive Sensible Hard Worker: You know when to take a break but also know when to take initiatives to lead and champion ideas.
- Fun Loving Ambivert: At the end of the day...we have to love what we do and enjoy the journey, celebrating wins together as a team as well as on our own.
Duration:
- 6-months internship (preferred).
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