Financial Advisor Intern

2 days ago


Vijay Nagar Indore Madhya Pradesh, India The equal research advisory Full time ₹ 1,20,000 - ₹ 1,56,816 per year

Profile -Financial advisor intern

Location - Indore vijay nagar

Duration month

Stipend 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, ₹13,134.64 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person


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