
Financial Advisor Intern
1 day ago
**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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