Posted:1 week ago| Platform: SimplyHired logo

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in-person internship

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Job Description

Profile -Financial advisor intern

Location - Indore vijay nagar

Duration - 3 - 6 month

Stipend - 3000 to 10000

Financial Advisor Intern – Roles & Responsibilities

  • Assist in sales calls, lead generation, and client follow-ups.
  • Support in client profiling, portfolio reviews, and financial planning.
  • Conduct market research on investments and financial products.
  • Prepare reports, presentations, and proposals for clients.
  • Maintain CRM records, KYC, and compliance documentation.
  • Participate in training, shadowing, and client meetings to gain hands-on learning.

Job Type: Internship
Contract length: 3 months

Pay: ₹3,086.00 - ₹13,134.64 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person

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