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Mutual Funds Customer Operations (Analyst) Internship

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Mutual Funds Customer Operations (Analyst)

Bakerstreet Fintech Private Limited

Pune

Start Date

Starts immediatelyImmediately

Duration

6 Months

Stipend

₹ 16,000 /month

APPLY BY

13 Jul' 24

221 applicants

About the internship

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

1. Executing transactions and managing reporting for 50+ financial products including mutual funds, PMS, etc. to ensure the client has full visibility over his or her portfolio
2. Getting hands-on experience with CRM & transaction software
3. Resolving and catering to client queries with any requests they may have including portfolio holding reports, capital gain reports, etc.
4. Coordinating with fund partners to ensure the smooth execution of transactions
5. Implementing and managing changes to ensure portfolio goals are achieved
6. Interacting with clients to make communication easy and transparent regarding investment issues and decisions on services
7. Working closely with the customer success team to ensure all client requests and actions are executed as per agreed timelines
8. Handling client success tasks with a client-first attitude

Skill(s) required

Accounting English Proficiency (Spoken) English Proficiency (Written) MS-Excel MS-Office

Earn certifications in these skills

Learn MS-Excel

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 12th Jun'24 and 17th Jul'24

3. are available for duration of 6 months

4. are from or open to relocate to Pune and neighboring cities

5. have relevant skills and interests

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

Other requirements

1. B.Com/M.Com/similar

2. Mutual Fund industry knowledge/experience preferred

3. NISM VA certification plus

4. Has a bike and a valid driving license

Perks

Free snacks & beverages Job offer

Number of openings

About Bakerstreet Fintech Private Limited

Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as mutual fund houses. Our clients include renowned professionals from various industries. We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI/retail and ultra-HNI clients, we are seeking a focused, detail-oriented, and diligent operations trainee to join our team immediately.

For more information, please go to our website: https://www.cambridgewealth.in/

Activity on Internshala

Hiring since October 2020

55 opportunities posted

16 candidates hired