Onboarding Intern (Marketing)

About WillJini

WillJini is a $3.5M valued legal-tech startup that helps families plan and pass on their wealth through Wills, trusts, and inheritance assistance.

The Role

This role focuses on converting conversations with wealth managers and financial advisors from industry events into active WillJini partners. You will work directly with the founding team and manage the entire process from initial follow-up to a partner's first client referral.

Key Responsibilities

• Reach out to wealth managers, MFDs, and IFAs met at events via phone, WhatsApp, email, and LinkedIn.
• Pitch the WillJini partner program, explain the value of estate planning for client relationships, and handle objections.
• Run discovery and demo calls, and guide partners through registration and onboarding.
• Assist new partners with the partner dashboard, marketing collateral, and educational content.
• Follow up consistently until each partner submits their first lead.
• Maintain updated CRM records for every interaction and track conversion numbers.
• Share feedback from the field to improve pitch, collateral, and partner experience.

Qualifications & Skills

• Final-year student or recent graduate in BBA/BMS, B.Com, MBA, Law, or Finance.
• Confident and clear communication in English and Hindi.
• Comfortable making phone calls to strangers and persistent follow-up.
• Organized with the discipline to track a pipeline and follow through.
• Interest in personal finance, mutual funds, or wealth management.
• Familiarity with CRMs, Google Sheets, or WhatsApp Business is helpful.

Tech Stack

• CRM
• Google Sheets
• WhatsApp Business
• LinkedIn

How to Apply

Send your CV and a 3–4 line note on why this role interests you to jugal@willjini.com, with the subject line “Partner Onboarding Intern – Your Name”.