Wealth Management Trainee
1 week ago
Role OverviewThis position involves working as an intern in a wealth management team.About the JobKey Responsibilities:Wealth Management and Client Engagement: Learn about client interaction and investment strategies, assist in preparing pitch books and investment presentations for clients, analyze and present market data insights for portfolio recommendations, participate in mock client meetings to develop communication skills.Financial Research and Analysis: Conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity (YTM) calculations, compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio and Risk Management: Develop portfolio allocation strategies, perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases, create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.Technical and AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, work on Virtual Portfolio Analyser.Capstone Project: Prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection and justification.About YouYou will have the opportunity to work on a variety of tasks and projects, gaining valuable experience in the field of wealth management.RequirementsEducation: A degree in finance, economics, or a related field is required.Skills: Strong analytical and problem-solving skills, ability to work well in a team environment, excellent communication and interpersonal skills, proficiency in MS Office and other financial software.BenefitsCompetitive salary and benefits packageOpportunities for professional growth and developmentA dynamic and supportive work environmentHow to ApplyPlease submit your resume and cover letter to apply for this role.
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Cost and Management Trainee at Bareilly
1 week ago
bareilly, India Aggarwal Ashwani K & Associates Full timeCompany DescriptionAggarwal Ashwani K and Associates , Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports..Role DescriptionThis is a full-time...
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Cost and management trainee at bareilly
2 weeks ago
Bareilly, India Aggarwal Ashwani K & Associates Full timeCompany DescriptionAggarwal Ashwani K and Associates , Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports..Role DescriptionThis is a full-time...
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Cost and Management Trainee at Bareilly
4 days ago
Bareilly, India Aggarwal Ashwani K & Associates Full timeCompany DescriptionAggarwal Ashwani K and Associates , Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports..Role DescriptionThis is a full-time...
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Cost and Management Trainee at Bareilly
2 days ago
Bareilly, India Aggarwal Ashwani K & Associates Full timeCompany DescriptionAggarwal Ashwani K and Associates , Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports..Role DescriptionThis is a full-time...
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Cost and Management Trainee at Bareilly
7 days ago
bareilly, India Aggarwal Ashwani K & Associates Full timeCompany Description Aggarwal Ashwani K and Associates , Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports.. Role Description This is a full-time...
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Cost and Management Trainee at Bareilly
4 days ago
Bareilly, India Aggarwal Ashwani K & Associates Full timeCompany Description Aggarwal Ashwani K and Associates , Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports.. Role Description This is a full-time...
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Cost and Management Trainee at Bareilly
18 hours ago
Bareilly, India Aggarwal Ashwani K & Associates Full timeCompany Description Aggarwal Ashwani K and Associates , Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports.. Role Description This is a full-time...
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Highly Motivated Wealth Management Intern
1 week ago
bareilly, India beBeeWealth Full timeUnlock the Secrets of Wealth Management as a Highly Motivated InternThis exceptional internship offers an unparalleled opportunity to work with cutting-edge AI tools in the dynamic field of portfolio management and wealth management.Key Responsibilities:Wealth Management & Client Engagement • Collaborate with clients to understand their financial needs...
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Cost Accounting Trainee
19 hours ago
Bareilly, India Aggarwal Ashwani K & Associates Full timeCompany DescriptionAggarwal Ashwani K and Associates, Cost Accountants is a Delhi based professional firm engaged in Cost and Management consultancy. My focus professional activities are Cost Accounting system implementation, Preparation of Cost Records and conduct Cost Audit and Management Information System reports..Role DescriptionThis is a full-time...
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Management Trainee Record to report
1 week ago
Bareilly, India Genpact Full timeAbout the CompanyReady to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work...
