Financial Advisor Intern

2 days ago

Vijay Nagar Indore Madhya Pradesh, India The equal research advisory Full time

**Profile -Financial advisor intern**

**Location - Indore vijay nagar**

**Duration - 3 - 6 month**

**Stipend - 3000 to 10000**

**Financial Advisor Intern - Roles & Responsibilities**
- Assist in **sales calls, lead generation, and client follow-ups**.
- Support in **client profiling, portfolio reviews, and financial planning**.
- Conduct **market research** on investments and financial products.
- Prepare **reports, presentations, and proposals** for clients.
- Maintain **CRM records, KYC, and compliance documentation**.
- Participate in **training, shadowing, and client meetings** to gain hands-on learning.

**Job Type**: Internship
Contract length: 3 months

Pay: ₹3,086.00 - ₹13,134.64 per month

**Benefits**:

- Cell phone reimbursement

Work Location: In person

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