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Financial Planning Internship

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Financial Planning

My Wealth Guide

Mumbai

Start Date

Starts immediatelyImmediately

Duration

4 Months

Stipend

₹ 6,000 /month

APPLY BY

9 Oct' 22

35 applicants

About the internship

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

1. Analyzing different products like insurance, gold, bonds, stocks, and mutual funds to create a product note
2. Working on new client onboarding, including risk profiling and data gathering
3. Monitoring, reviewing, and tracking the investment plan of clients
4. Handling client queries
5. Tracking client meetings and reviewing calendars and minutes of meeting
6. Researching various topics for presentations on various social media platforms (reports, presentations, articles related to financial planning)

Skill(s) required

English Proficiency (Written) Financial Modeling MS-Excel MS-PowerPoint Report Writing

Earn certifications in these skills

Learn MS-Excel

Learn Financial Modeling

Learn Business Communication

Who can apply

Only those candidates can apply who:

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

2. can start the internship between 24th Sep'22 and 29th Oct'22

3. are available for duration of 4 months

4. have relevant skills and interests

* Women wanting to start/restart their career can also apply.

Perks

Certificate Flexible work hours Job offer

Number of openings

About My Wealth Guide

Website

My Wealth Guide is a goal-based financial advisory service that aims to simplify finance. We use cutting edge research and tools to provide unbiased advice to help individuals achieve financial freedom.

Activity on Internshala

Hiring since October 2019

41 opportunities posted

18 candidates hired