Selected Intern's Day-to-day Responsibilities Include Managing and maintaining records Assisting in coordinating financial and nonfinancial transactions Coordinating and completing client registrations Maintaining and documenting workflow processes Mentorship from experienced financial advisors Note Insight into portfolio management, research, and client servicing A chance to work in a professional and dynamic environment About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.
Selected Intern's Day-to-day Responsibilities Include Managing and maintaining records Assisting in coordinating financial and nonfinancial transactions Coordinating and completing client registrations Maintaining and documenting workflow processes Mentorship from experienced financial advisors Note Insight into portfolio management, research, and client servicing A chance to work in a professional and dynamic environment About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.
Key Responsibilities Handle different verticals such as Mutual Funds, Fixed Deposits, and Insurance. Handle the end-to-end execution of the tasks. Interact with customers for the execution of tasks in fluent English, Hindi, and Marathi. Maintain accurate records and ensure timely execution of client requests. Handle and manage client calls and correspondence with external Financial companies. Support internal processes with data entry and basic reporting in Excel. About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.
As a professional in this role, you will be responsible for managing various verticals including Mutual Funds, Fixed Deposits, and Insurance. Your primary tasks will involve overseeing the end-to-end execution of assigned responsibilities. It will be crucial for you to effectively communicate with customers in fluent English, Hindi, and Marathi to ensure seamless task completion. In addition to customer interactions, you will be required to maintain accurate records and ensure the timely execution of client requests. Managing client calls and correspondence with external Financial companies will also be part of your responsibilities. Furthermore, you will support internal processes by handling data entry tasks and generating basic reports using Excel. The company you will be working for is a distinguished wealth management firm specializing in products such as mutual funds, fixed deposits, bonds, and insurance. Our client base consists of individuals, trusts, and companies, and we are committed to delivering exceptional financial services to meet their needs.,
About the job: Key responsibilities: 1. Handle different verticals such as Mutual Funds, Fixed Deposits, and Insurance. 2. Handle the end-to-end execution of the tasks. 3. Interact with customers for the execution of tasks in fluent English, Hindi, and Marathi. 4. Maintain accurate records and ensure timely execution of client requests. 5. Handle and manage client calls and correspondence with external Financial companies. 6. Support internal processes with data entry and basic reporting in Excel. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Pune only Salary: ₹ 2,40,000 - 3,60,000 /year Experience: 1 year(s) Deadline: 2025-10-01 23:59:59 Other perks: Free snacks & beverages Skills required: MS-Office, Attention to Detail, MS-Excel, Problem Solving, Client Relationship Management (CRM), Interpersonal skills, Effective Communication and Self-learning Other Requirements: 1. Good communication skills 2. Good interperson skills 3. Client Servicing 4. Efficient and eager to learn About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.