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Financial Service Professional

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Solapur, Maharashtra, India beBeeClientService Full time ₹ 50,00,000 - ₹ 80,00,000

Delivering exceptional client experiences requires a unique blend of skills and traits.

In this exciting opportunity, we are seeking a highly motivated and detail-oriented professional to join our wealth management team in Chennai as an intern.

The role offers a comprehensive learning platform for individuals looking to build a career in wealth management.

About the Role

This internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.

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

Ambitious professionals who are eager to develop their skills and knowledge in wealth management will find this internship highly rewarding.