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Wealth Management Internship

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Wealth Management

Tharsha Ventures Private Limited (EldersIndia)

Bangalore

Start Date

Starts immediatelyImmediately

Duration

3 Months

Stipend

₹ 3,000-5,000 /month

APPLY BY

13 Aug' 21

73 applicants

About the internship

Actively manage a portfolio of clients for their post-retirement life
Maintaining existing client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning
Acquiring new customers through referrals, organizing events & presentations, and client calls.
Advising clients on their Investments and managing their overall financial portfolio whilst deepening the wallet
Keep abreast of the current financial and market trends and continuously monitor client portfolios to ensure consistency in asset allocation.

Qualifications:
An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial Planning/Wealth Management.

Earn certifications in these skills

Learn Financial modeling valuation

Learn Personal Finance

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 Jul'21 and 3rd Sep'21

3. are available for duration of 3 months

4. have relevant skills and interests

Perks

Certificate 5 days a week

Number of openings

About Tharsha Ventures Private Limited (EldersIndia)

Website

Tharsha Ventures Private Limited (EldersIndia) is a unique initiative bringing corporates, employees, their senior family members, and service providers under one platform with an aim to improve the quality of life of elders, help corporate employees manage their responsibilities towards elderly family members, and assist corporates to support employees in the workplace.

Activity on Internshala

Hiring since July 2021

11 opportunities posted

2 candidates hired