MBA Finance Intern

Gradding

0 years

0 - 1 Lacs

Udaipur Rajasthan

Posted:3 weeks ago| Platform: SimplyHired logo

Apply

Skills Required

Finance Master's degree In-person MBA

Work Mode

On-site

Job Type

Full Time

Job Description

Sales; Client Acquisition:

Develop and execute lead management strategies for inbound and outbound prospects.
Contact potential clients via calls, WhatsApp, emails, and video consultations.
Understand client profiles and convert leads into successful investors using consultative
sales techniques.
Track and improve conversion rates using CRM tools and dashboards.Financial Advisory:
Conduct comprehensive need analysis based on clients’ financial goals, risk appetite,
income, and time horizon.
Recommend appropriate mutual fund schemes (SIP/lump sum), portfolio allocation, and tax-saving strategies.
Educate clients on mutual fund products, asset classes, tax implications (80C, LTCG, STCG) and industry trends.
Guide clients through KYC processes and platform onboarding.Client Relationship Management:
Maintain long-term client relationships through periodic reviews and personalized
advisory.
Provide proactive portfolio insights, performance updates, and rebalancing suggestions.

Job Type: Full-time

Pay: ₹5,000.00 - ₹10,000.00 per month

Work Location: In person

More Jobs at Gradding

Social Media Intern

Ajmer Road, Jaipur, Rajasthan

Experience: Not specified

INR 0 - 0 Lacs

Research writing

Ajmer Road, Jaipur, Rajasthan

Experience: Not specified

INR 0 - 0 Lacs

Content writing

Ajmer Road, Jaipur, Rajasthan

Experience: Not specified

INR 0 - 0 Lacs

Customer Care Executive

Jaipur, Rajasthan

Experience: Not specified

INR 0 - 0 Lacs

Customer Support Intern

Ajmer Road, Jaipur, Rajasthan

Experience: Not specified

INR 0 - 0 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.