Selected Intern's Day-to-Day Responsibilities Assist with recruitment activities, including job postings, resume screening, and interview scheduling. Support the onboarding process by preparing materials, organizing orientation sessions, and ensuring completion of required documentation. Maintain and update employee records in the HR database, ensuring accuracy and confidentiality. Provide administrative support for HR tasks such as preparing reports, filing documents, and data entry. Assist with training and development initiatives for employees. Help organize employee engagement activities, recognition programs, and wellness initiatives. Support compliance efforts by tracking mandatory training, assisting with policy updates, and preparing for audits. Contribute to general HR support and participate in ad-hoc HR projects as needed. Must have access to a personal laptop. About Company: Founded in 2019, Provitt Consultants emerges as a beacon of financial clarity and empowerment. Our suite of services, including Financial Planning, Investment Advisory, Direct Mutual Funds, and Stock Advisory, exemplifies our commitment to simplifying the intricate world of finance. We prioritize tailored solutions, recognizing that each individual's financial journey is unique. Show more Show less

Required Candidate Profile:  Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.  Candidate should have a network of existing clients and corporates with a strong relationship.  Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.  Should have excellent team management skills.  Certification in NISM and CFP is an added advantage.  The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.  Create and enforce plans that will help meet the needs of clients.  Must be self-motivated, flexible and able to manage several jobs at one time.  Willingness to dwell in Start-up Culture.  Should have a laptop. Roles and responsibilities:  Managing the organization's existing clients, including any service-related, operational or salesdriven requests. Moreover, drive new business from our existing clients for various financial services  Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale  Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning  Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM  Achieve revenue in terms of income generated through various financial planning solutions  To conduct and assist in organizing seminars and other business development activities  Setting their team's goals and communicating them effectively.

As a candidate for this role, you are expected to possess strong communication and interpersonal skills, enabling you to build and nurture long-term relationships with clients. It is essential that you have an existing network of clients and corporates, fostering robust connections. A comprehensive understanding of the Mutual Fund Industry, Capital Market, and factors driving growth and profitability is crucial for success in this position. Furthermore, exceptional team management abilities are required to lead effectively. Having certifications in NISM and CFP would be advantageous for your application. Your primary responsibilities will involve generating leads and seeing them through to closure, collaborating closely with the Operations and Sales backend team. Developing and implementing plans that cater to client needs is a key aspect of this role. The ideal candidate should be self-motivated, adaptable to change, and capable of handling multiple tasks simultaneously. A willingness to immerse yourself in a startup environment is essential, along with the possession of a laptop. Your primary duties will revolve around managing the organization's current clients, addressing service-related, operational, or sales-related inquiries. Additionally, you will be tasked with securing new business from existing clients across various financial services. Supervising and motivating the team, resolving internal conflicts, and boosting morale are also part of your responsibilities. Engaging with individuals through various communication channels such as phone, email, chat, screen-sharing, and social media for financial planning purposes is a key aspect of the role. Acquiring and retaining High Net Worth Individuals (HNI) clients, meeting targeted client and Asset Under Management (AUM) objectives, and generating revenue through financial planning solutions are vital responsibilities. Organizing seminars and other business development activities and effectively communicating team goals are crucial components of your role.,

Selected Intern’s Day-to-day Responsibilities Include Post engaging and relevant content consistently across platforms such as Instagram, LinkedIn, YouTube, etc., to enhance brand visibility and drive audience interaction. Participate actively in video shoots by assisting with planning, scripting, shooting, and on-screen presence if needed. Assist in planning, strategizing, and maintaining a structured content calendar aligned with ongoing marketing campaigns. Use Canva to create visually appealing posts, reels, stories, and promotional content. Support video editing using basic tools to enhance presentation. Monitor engagement on content, respond to comments, messages, and engage with relevant accounts to build and retain community. Contribute creative content ideas based on trending formats and brand tone to ensure relevance and innovation in communication. About Company: Founded in 2019, Provitt Consultants emerges as a beacon of financial clarity and empowerment. Our suite of services, including Financial Planning, Investment Advisory, Direct Mutual Funds, and Stock Advisory, exemplifies our commitment to simplifying the intricate world of finance. We prioritize tailored solutions, recognizing that each individual's financial journey is unique.