Financial Services Associate

1 day ago

Hyderabad, Telangana, India beBeeWealth Full time ₹ 30,00,000 - ₹ 60,00,000

Wealth management offers a unique blend of technical skills and soft skills. As an AMFI-registered Mutual Fund Distributor, we cater to individual and family goals with goal-based investments aligned with each client's life objectives.

Job Overview

This internship provides hands-on experience in wealth management, with a strong possibility of a full-time role based on performance. You will assist various operational functions, gain exposure to the industry, and develop practical skills in finance, communication, and tools used in financial advisory services.

Key Responsibilities:
  • Assist with client servicing, onboarding, and documentation processes
  • Support customer communication and service delivery
  • Help with back-office coordination and day-to-day tasks
  • Learn and work on Excel, CRM tools, and other platforms
  • Collaborate with the team and contribute to ongoing projects as needed
Essential Skills and Qualifications:
  • Strong willingness to learn and grow in the financial services sector
  • Good communication skills (written and verbal)
  • Basic understanding of financial concepts is beneficial
  • Ability to take on multiple roles and responsibilities in a dynamic environment
  • Commitment to completing mandatory certifications as per regulatory requirements
  • Bachelor's degree in Finance, Business, or related field

This internship presents an excellent learning platform for those looking to build a career in wealth management. High-performing candidates may be offered a full-time role upon successful completion.

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