About the Internship
Selected intern's day-to-day responsibilities include:1. Assist in preparing Financial Planning Reports for clients.
2. Collect financial data and support basic financial analysis.
3. Help in goal planning summaries and portfolio review preparation.
4. Support Mutual Fund processing and transaction coordination.
5. Assist in insurance proposal documentation, FD & bond processing.
6. Provide KYC verification and online account opening support.
7. Follow up with leads through calls and WhatsApp communication.
8. Assist in client onboarding and maintain CRM data records.
9. Conduct customer satisfaction follow-up calls and service support.
10. Support online seminars/webinars, presentation preparation, and investor awareness campaigns.
Number of Openings
1 openingsPerks of this Internship
Recommendation letter Flexible work hours Certificate
Other Requirements
1. are available for full time (in-office) internship
2. have relevant skills and interests
3. can start the internship between 12th Feb'26 and 1st Apr'26
4. are available for duration of 3 months
5. have already graduated or are currently in any year of study
6. are from Nagpur
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