Apprentice Intern

3 days ago

Surat, Gujarat, India SAFEinvest Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Role & responsibilities

Key Responsibilities:

  1. Assist in lead generation and client outreach.
  2. Support senior advisors during client meetings and presentations.
  3. Participate in training sessions on mutual funds, SIPs, and other financial products.
  4. Maintain client databases and prepare basic reports.
  5. Help organize awareness sessions, workshops.
  6. Develop professional skills in communication, client relationship, and sales

  • Apprentice Intern

    2 weeks ago

    Surat, India SAFEinvest Full time

    Role & responsibilities Key Responsibilities: Assist in lead generation and client outreach. Support senior advisors during client meetings and presentations. Participate in training sessions on mutual funds, SIPs, and other financial products. Maintain client databases and prepare basic reports. Help organize awareness sessions, workshops. Develop...