Wealth Management Internship in Bangalore Analytical Investments

0.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Selected Intern's Day-to-day Responsibilities Include Assist in mutual fund research, comparative analysis, and portfolio structuring for various client profiles. Track market trends, fund performance, and industry updates to support investment decision-making. Contribute to client communication: helping draft performance notes, summaries, or follow-up material. Participate in internal discussions on product selection, rebalancing strategies, and allocation models. Ideate around content, visuals, or campaign themesincluding client-facing decks, Instagram posts, or WhatsApp creatives. Support any back-end work required for client onboarding, documentation, and reporting. Bring fresh perspecti...

Posted 1 month ago

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Financial Dealer - NISM Raghunandan Money

3.0 - 7.0 years

0 Lacs

agra, uttar pradesh

On-site

As an individual in this role, you will be responsible for advising clients about trading and providing them with recommendations and trading-related services. You will have the opportunity to handle clients by offering training on how to trade online using various trading applications. Additionally, you will be expected to address customer queries both before and after trades through inbound and outbound calls. Your key responsibilities will include: - Providing insights, updates, and recommendations based on market movements and analysis. - Evaluating financial risks and making trading decisions based on available data. - Attaining thorough knowledge about stock market terms and trading pr...

Posted 2 months ago

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