Financial Advisor Intern Job in The equal research advisory

Financial Advisor Intern

Year MP, IN, India

The equal research advisory

2 Current Jobs Openings

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Job Description

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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Job Detail

Job Id

JD4274386
Industry

Not mentioned
Total Positions

1
Job Type:

Internship
Salary:

Not mentioned
Employment Status

Permanent
Job Location

MP, IN, India
Education

Not mentioned
Experience

Year

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