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Finance Internship in Pune

40 years

0 Lacs

Pune Maharashtra India

Posted:4 days ago| Platform: Linkedin logo

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Skills Required

finance networking risk portfolio crm support management trading strategies

Work Mode

On-site

Job Type

Internship

Job Description

Selected Intern’s Day-to-day Responsibilities Include

  • Identify and onboard potential clients through cold calling, referrals, and networking initiatives to expand the firm’s client base.
  • Understand client needs and risk appetite to recommend suitable financial products like Mutual Funds, PMS, AIFs, and fixed-income instruments.
  • Conduct regular follow-ups with clients to review portfolio performance and assist with goal-based financial planning.
  • Ensure all interactions and recommendations are in line with SEBI, AMFI, maintain high standards of ethical advisory.
  • Maintain accurate records of all sales activities, leads, and client communications using internal CRM tools and support monthly/quarterly AUM targets.
About Company: MintWit Financial Services LLP is a boutique wealth management firm led by seasoned private bankers with 40+ years of combined experience. We specialize in wealth management, investment advisory, and financial solutions like equity trading, mutual funds, portfolio management, and more. Our mission is to deliver unbiased, results-driven financial strategies to help clients grow and secure their wealth.

More Jobs at Mintwit Financial Services

Finance Internship in Pune

Pune, Maharashtra, India

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Salary: Not disclosed

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Mintwit Financial Services

1 Jobs

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