Apprentice Intern
7 days ago
Surat, Gujarat, India
SAFEinvest
Full time
₹ 3,00,000 - ₹ 6,00,000 per year
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 professional skills in communication, client relationship, and sales