About the Internship
Selected intern's day-to-day responsibilities include:A. Client service & operations
1. Assist client in onboarding (KYC follow-ups, form checks, documentation support)
2. Handle basic client queries via WhatsApp, calls, or email
3. Maintain and update client records, CRM, and Excel sheets
4. Track SIP registrations, renewals, and mandate follow-ups
B. Sales support activities
1. Follow up on warm leads provided by the firm
2. Assist in explaining basic mutual fund concepts to clients (under supervision)
3. Share approved product information, brochures, and updates with clients
4. Support relationship building with existing investors
Number of Openings
1 openingsPerks of this Internship
Certificate
Other Requirements
1. are available for full time (in-office) internship
2. have relevant skills and interests
3. can start the internship between 21st Feb'26 and 28th Mar'26
4. are available for duration of 3 months
5. have already graduated or are currently in any year of study
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