About the Internship
Selected intern's day-to-day responsibilities include:1. Client Interaction
Understand clients’ financial goals, risk tolerance, and preferences
Assist in ongoing communication and portfolio reviews
2. Financial Planning
Help in creating and implementing customized investment strategies
3. Research & Reporting
Track market trends, tax laws, and new investment products
Compile analysis and insights for internal and client use
4. Support in Sales & Marketing
Participate in tele-calling, webinars, and meetings for client acquisition
5. Execution & Coordination
Assist internal teams with transaction execution
Update client records in CRM tools
6. Continuous Learning
Stay updated with economic and regulatory developments
Number of Openings
4 openingsPerks of this Internship
Certificate Recommendation letter Flexible work hours Free snacks
Other Requirements
1. are available for full time (in-office) internship
2. have relevant skills and interests
3. can start the internship between 4th Nov'25 and 9th Dec'25
4. are available for duration of 3 months
5. have already graduated or are currently in any year of study
6. are from Noida and neighboring cities
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