Finance Internship

Company

Description

Client Relationship Management:

• Client Acquisition.
• Build and maintain strong relationships with a base of clients.
• Conduct in-depth consultations to understand the client's financial goals, risk
• tolerance, and investment time horizon.
  

Financial Planning & Analysis

• Analyze client's financial situation, including income, expenses, and existing
• investments.
• Develop comprehensive financial plans tailored to individual needs and goals.
  

Investment Strategy & Portfolio Management

• Recommend suitable mutual funds based on client's risk profile and investment
• objectives.
• Design and manage diversified investment portfolios to optimize returns and
• minimize risk.
• Continuously monitor portfolio performance and make adjustments as needed.
  

Market Research & Education

• Stay informed about current market trends and economic conditions.
• Conduct thorough research on various mutual funds and investment options.
• Educate clients about investment products and the financial markets.
  

Qualifications

• Financial Expertise
• Communication Skills
• Relationship Building
• Analytical Skills Preferred is any Graduate
  

Experience

• Paid internship with a monthly stipend range of Rs. 5000 to 8000
• 6 months internship