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Para Financial Planning Internship

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Para Financial Planning

TBNG Capital Advisors

Bangalore, Mumbai

Start Date

Starts immediatelyImmediately

Duration

6 Months

Stipend

₹ 7,500 /month

APPLY BY

6 Oct' 22

51 applicants

About the internship

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

1. Coordinating new client onboarding process with the service team
2. Working on data gathering and financial plan creation within agreed turnaround timelines and as per process checklists
3. Working on the presentation of draft and final plans within agreed turnaround timelines
4. Working on portfolio reviews and recommendations within agreed turnaround timelines and as per process checklists
5. Working on coordination with the service team for implementation of advice within agreed turnaround timelines
6. Aiding in queries linked to clients' financial plans and/or portfolio recommendations
7. Working on the financial planning software, risk profiling software, and portfolio reporting software integration with client reports
8. Working on research software integration for client reports
9. Working on the maintenance of planning and review calendars
10. Keeping updates on the financial markets & products (equities, mutual funds, asset allocation, planning trends, alternate investments, macro economy, global events)

Skill(s) required

Financial literacy Financial Modeling

Earn certifications in these skills

Learn Financial Modeling

Learn Stocks and Trading

Who can apply

Only those candidates can apply who:

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

2. can start the internship between 22nd Sep'22 and 27th Oct'22

3. are available for duration of 6 months

4. have relevant skills and interests

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

Perks

Certificate Letter of recommendation

Number of openings

About TBNG Capital Advisors

TBNG is a SEBI registered investment advisory firm. Our extensive experience in the investment advisory business spans over a successful and proficient 18 years. We have mentored a myriad of entrepreneurs, professionals, business heads, and families.

What? We are advisors with no strings attached, we act independently and are not affiliated with specific investment products. We present you with solutions, solve your financial dilemmas and provide exceptional service to meet your goals and objectives. Our unbiased investment advice is unparalleled.

How? Our team's combined experience encompasses over 3 decades of professional competence, strong ethics, and constructive advice in wealth creation.

Activity on Internshala

Hiring since September 2022

3 opportunities posted