Finance Intern

Key Responsibilities:

• Make outbound calls to potential clients to explain and pitch our range of financial products, including mutual funds, equities, SIPs, bonds, and more.
• Engage with existing clients to ensure their satisfaction, address queries, and provide updates on their financial portfolios.
• Build and maintain strong client relationships to encourage repeat business and referrals.
• Schedule meetings or follow-ups for the Finance Manager when required.
• Maintain accurate records of client interactions and update the CRM or relevant database regularly.
• Collaborate with the Finance Manager to develop and refine client communication strategies.
• Stay updated on financial products and market trends to provide informed advice during client interactions.

Requirements:

• Currently pursuing or recently completed a degree in Finance, Business Administration, or a related field.
• Strong communication and interpersonal skills with a professional phone demeanor.
• Ability to explain complex financial products in a simple and relatable manner.
• Proactive, self-motivated, and eager to learn about financial markets.
• Basic knowledge of financial products and services (preferred).

Job Type: Internship
Contract length: 2-6 months

Pay: ₹5,000.00 - ₹8,000.00 per month

Benefits:

• Cell phone reimbursement

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Ability to commute/relocate:

• Richmond Town, Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required)

Experience:

• total work: 1 year (Preferred)

Work Location: In person