We are a leading financial services firm offering products like Mutual Funds, AIF, PMS, Gift City Unlisted, and Demat services. We aim to provide tailored investment solutions to our clients, ensuring growth and value.
Key Responsibilities
Assist the sales team in client acquisition and onboarding.
Support client interactions to understand their investment needs.
Conduct basic market research to identify opportunities.
Manage and update client data using CRM tools.
Prepare reports and presentations for client meetings.
Skills Required
Good communication and interpersonal skills.
Basic knowledge of financial products like Mutual Funds AIF and PMS.
Proficiency in MS Office.
Willingness to learn and adapt.
Who Can Apply:
Available for a full-time internship for 3 to 6 months.
At least 1 to 2 years of Experience in wealth management
Benefits
WFH Training provided
Industry exposure and hands-on experience
10000/- stipend provided & Performance base Incentive.
Performance-based opportunity to join our team as a full-time employee.
If you are interested, Send CV :- pranali@aifpms.com
8855048871