Financial Planning & Operations Intern (Remote)

Applications are closed for this internship. Click here to browse more internships.
Financial Planning & Operations

My Wealth Guide

Start Date
Starts immediatelyImmediately
Duration
4 Months
Stipend
₹ 6,000 /month
APPLY BY
20 Dec' 22
Posted 3 weeks ago
Internship

About the work from home job/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

Who can apply

Only those candidates can apply who:

1. are available for the work from home job/internship

2. can start the work from home job/internship between 6th Dec'22 and 10th Jan'23

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

Number of openings

2

About My Wealth Guide

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
Sign up to continue

OR

By signing up, you agree to our Terms and Conditions.