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CRM Intern

2 months ago

Tiruchirappalli, India A D Naik Wealth Full time

Position: Internship in Client Relationship Management

Organization: A D Naikwealth Pvt. Ltd

Company Profile:

Naikwealth was founded by Late Mr. Ashok Naik in the year 1989 and for more than 25 years his legacy

has been carried forward by Mr. Nikhil Naik and his team of passionate people. Naikwealth has expertise

in Wealth Management and was honored by the prestigious award of CNBC as the Best Independent

Financial Advisor – West Zone for the year 2014-15.

Naik Wealth’s core purpose is ‘to empower people to move to the next level ‘and the philosophy is

entirely client-centric, with a clear focus on providing long-term value addition to clients while

maintaining the highest standard of excellence, ethics, and professionalism.

As of now Naikwealth is managing more than 5000 families and growing successfully in this competitive

Industry. Naikwealth also organizes many public seminars on contemporary issues like Budget Analysis,

Share Market, Career Guidance, how to plan investments for children, Inflation, and so on.

Job Description:

∙Basic Operational work relating to Mutual Funds, Insurance.

∙Project work – to be completed within a specified date

∙Project work related to Data, KYC, and non – Financial Transactions.

∙Analyzing the Data and working on completing the Regulatory requirement.

Period: 3 months.