Finance Executive Internship

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Actively hiring
Finance Executive
Start Date
Starts immediatelyImmediately
Duration
3 Months
Stipend
₹ 10,000 /month
APPLY BY
30 Sep' 24
Posted 3 weeks ago
Internship

About the internship

Selected intern's day-to-day responsibilities include:

1. Manage business operations by following established systems and processes.
2. Handle documentation for investment products like mutual funds, PMS, and transaction platforms, ensuring compliance and KYC paperwork.
3. Communicate with clients via phone and email, managing their service requests.
4. Oversee back-office investment operations, including updating and maintaining reporting software like IFA Now and Masterstroke.
5. Coordinate with mutual fund/PMS providers and platforms like MFU, CAMS, and KFINTECH.
6. Reconcile investor investments and manage back-office tasks like MIS, capital gain statements, and periodic reports.
7. Assist clients with platform and mobile app usage.
8. Manage daily back-end operations.
9. Resolve client queries by coordinating with mutual fund companies.
10. Conduct portfolio reviews for clients.
11. Generate and regularly send portfolio reports to clients.

Note:
Office hours: 9 AM to 6 PM (Monday to Friday).
Training will be provided.

Office Location: JP Financial, The Famous Cine Building, 1st Floor, Mahalaxmi (W)

Who can apply

Only those candidates can apply who:

1. are available for full time (in-office) internship

2. can start the internship between 30th Aug'24 and 4th Oct'24

3. are available for duration of 3 months

4. are from or open to relocate to Mumbai, Mahalaxmi and neighboring cities

5. have relevant skills and interests

Perks

Certificate Letter of recommendation Informal dress code 5 days a week

Number of openings

2

About JP Financial

JP Financial is a firm located in Mahalaxmi (West), Mumbai. We specialize in retirement planning, financial planning, and mutual funds advisory & distribution business. We mainly work with senior corporate executives and leaders. We have been in the financial services business for 23+ years.
Activity on Internshala
Hiring since July 2021
18 opportunities posted
1 candidate hired
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