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.
Selected Intern's Day-to-day Responsibilities Include Upload, update, and maintain company documents Manage data segregation, filtering, merging & folder structuring Handle data import/export tasks Keep operational records accurate and up-to-date Support the team in administrative tasks to ensure smooth operations 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.
Be Part of Something Great—Join Our Team We at Provitt are looking for an enthusiastic team mate to assist us in contributing to growth for below position: Financial Planner What are we looking for? Role Description This is a full-time on-site role for a Financial Planner at Provitt. As a Financial Planner, you will be responsible for providing personalized financial planning services for clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial plans tailored to each client's needs and goals. Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers. Create and enforce financial goal 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 a boutique Financial Solutions Company. Should have a laptop CWM certification is an added advantage. Roles and responsibilities: 1. Existing Client Relationship Management- Managing existing client's investment portfolios Driving New Business from our existing clients for various financial services - Financial and technical analysis of various financial options available like Mutual Funds, Stocks, Loans, Insurance(Only General and Term Insurances), Estate Planning, Taxation Planning Goal Based Planning and mapping of investments 2. New Client Relationship Management- Responsible for financial planning, and financial analysis of new clients and are responsible for acquiring new clients from the following channels. Conducting Financial Awareness Programs Referential Leads from existing clients Social Media Leads Leads Generated by the internal acquisition team of the company Leads generated from other sources Additional Information: Responsible for meeting both new and existing clients either physically or virtually(As Required) on a periodic basis for having portfolio discussions, discussions about the markets and advising on products offered by the company and cross selling the products as per the requirement of the client. PLEASE NOTE: - THIS IS A SALES PROFILE AND THE KRA'S ARE ALL LINKED TO THE REVENUE GENERATED FOR THE COMPANY. Additional responsibilities: - Meeting the clients and doing the initial screening of the client’s portfolio Cross-selling of various financial instruments to the clients depending upon their needs Managing various MIS Onboarding prospects from the candidate's existing network What we offer: We at Provitt focus on employee job satisfaction with work life balance and supportive work environment at each stage of life. Benefits includes: Flexible working model with hybrid arrangements depending on business needs. Lucrative salary. Insurance benefits. Monthly skill enhancement workshops. Join us on this journey towards your financial independence. Let's create a future that's not just financially sound but also peaceful. Together, we can turn dreams into reality.