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Financial Planning Internship

My Wealth Guide

Internship

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In-office

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2 Openings

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Starting on 5th September

Job Description

Key responsibilities:

 

  1. 1. Analyzing and research different products like stocks, insurance, gold, bonds, mutual funds, PMS etc. Writing product notes
  2. 2. Researching on various topics relating to financial planning and investment for presentations/articles on various platforms
  3. 3. Creating and monitoring client reports like financial plans and maintaining client records and portfolios
  4. 4. Liaising with financial product manufacturers and vendors

 

Candidate Preference

Eager to learn about financial planning and research

Inactive

Inactive

Job Overview

IconDate

Date Posted:

Posted NaN hours ago

IconLocation

Location:

Mumbai

IconSalary

Stipend:

INR 6,000 /month

Job Category

Finance

Job Skills

English Proficiency

Finance

Microsoft Excel

Microsoft Powerpoint

Internship

IconTime

Financial Planning Internship

My Wealth Guide
IconLocation

Mumbai

IconRupee

6,000 /month

IconApplicant

167 applicants

iconbuilding

Finance

Skills

English Proficiency

Finance

Microsoft Excel

Microsoft Powerpoint

companyLogoUrl

dot

In-office

dot

2 Openings

dot

Starting on 5th September


Job Description

Key responsibilities:

 

  1. 1. Analyzing and research different products like stocks, insurance, gold, bonds, mutual funds, PMS etc. Writing product notes
  2. 2. Researching on various topics relating to financial planning and investment for presentations/articles on various platforms
  3. 3. Creating and monitoring client reports like financial plans and maintaining client records and portfolios
  4. 4. Liaising with financial product manufacturers and vendors

 

Candidate Preferences:

Eager to learn about financial planning and research

Inactive

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