About the Internship
Greystone Wealth is a modern investment advisory and mutual fund distribution firm. We are looking for a responsible and organized intern to support client servicing and daily operations.Selected intern's day-to-day responsibilities include:
1. Follow up with clients for SIPs, documents, renewals, and queries
2. Maintain client records, dashboards, and investment trackers
3. Assist in mutual fund transactions (SIP/Lumpsum/Redemption)
4. Do preliminary reviews of client portfolios
5. Help with basic reporting and administrative tasks
6. Bring in new clients (optional) — interns will receive a share of the commission for every client acquired. The percentage will be discussed during onboarding.
Number of Openings
1 openingsPerks of this Internship
Certificate Recommendation letter Flexible work hours 5 days a week
Other Requirements
1. are available for the part time job/internship
2. have relevant skills and interests
3. can start the part time job/internship between 10th Dec'25 and 14th Jan'26
4. are available for duration of 2 months
5. have already graduated or are currently in any year of study
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