Utsav Mazumder

As a Call and Sales Intern at Finamics Capital, I was responsible for reaching out to prospective clients to explain financial products and services, generating leads, and scheduling appointments for senior advisors. I assisted in maintaining client databases, followed up on inquiries, and supported the sales team in achieving monthly targets. This role enhanced my communication skills, product knowledge, and understanding of client relationship management in the financial services industry.

As a wealth management intern at Finamics Capital, I assisted in developing investment strategies tailored to client profiles, conducted research on financial products including mutual funds and equities, and supported the preparation of client reports and presentations. I also gained exposure to client interactions, portfolio monitoring, and financial planning tools, which strengthened my understanding of investment management and client advisory processes.