Financial Advisor Intern
2 days ago
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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