About the Internship
Selected intern's day-to-day responsibilities include:1. Assist for onboarding individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE)
2. Execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP), systematic transfer plans (STP), redemptions, dividends and switches for mutual fund clients
3. Prepare and send periodic performance and other relevant reports to clients
4. Reconcile accounts and portfolios on a daily, weekly, and monthly basis
5. Conduct thorough research of various mutual funds to provide informed recommendations to clients
6. Manage and operate multiple popular mutual fund trading platforms, including BSE STAR MF, IFA Planet, ICICI Prudential Technology, and FundzBazar
7. Ensure compliance with SEBI, AMFI, and other regulatory bodies
8. Respond promptly and effectively to client inquiries regarding their investments and account-related matters
Number of Openings
5 openingsPerks of this Internship
Recommendation letter Flexible work hours Informal dress code Certificate
Other Requirements
1. are available for full time (in-office) internship
2. have relevant skills and interests
3. can start the internship between 5th Aug'25 and 9th Sep'25
4. are available for duration of 3 months
5. have already graduated or are currently in any year of study
6. are from Kalyan, Mumbai, Vashi, Thane, Navi Mumbai, Dombivli, Turbhe, Panvel and neighboring cities
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