About the Internship
Savinvest Financial ConsultancyAre you an ambitious, self-driven individual who wants real exposure to the financial services industry — not just theory, but actual client interaction and revenue generation?
At Savinvest Financial Consultancy, we offer a hands-on 30-day internship where you will independently build, pitch, and convert investment opportunities within your own network.
This is not a back-office internship. You will directly engage with clients and execute transactions under our registered advisory framework.
Key Responsibilities
Generate leads from your personal network (friends, family, referrals, social media connections).
Educate potential clients about:
Mutual Funds (SIP & lump sum investments)
Demat account opening
Basic financial planning concepts
Assist clients directly in:
Opening demat accounts
Registering SIPs
Creating investment portfolios under guidance
Identify individuals who need portfolio review or financial guidance and connect them for advisory support.
Create and manage your own social media outreach strategy to:
Increase financial awareness
Build personal credibility
Attract investment leads
Track daily outreach, follow-ups, and conversions using structured reporting formats
Number of Openings
3 openingsPerks of this Internship
Certificate Recommendation letter Flexible work hours
Other Requirements
1. are available for the work from home job/internship
2. have relevant skills and interests
3. can start the work from home job/internship between 21st Feb'26 and 28th Mar'26
4. are available for duration of 1 month
5. have already graduated or are currently in any year of study
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