1. Connect with HNIs/SHNIs & understand their financial needs, in partnership with the investment advisors, coordinating their transactional needs, and helping resolve their issues/concerns
2. Assist the investment advisors by helping to process contacting prospective clients, booking client appointments, uncovering sales opportunities, and preparing client investment portfolios & other reports
3. Execute the portfolio suggestions under the supervision of the investment advisor
4. Assist with servicing existing clients and prospecting for new clients
5. Explain new products and services recommended to clients and answer their general questions
6. Process and follow up on member/client documentation for proper maintenance of records
1. are available for full time (in-office) internship
2. can start the internship between 25th Mar'23 and 29th Apr'23
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 Informal dress code 5 days a week Job offer
Additional information
Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of Rs. 200000 to 300000 /year
Stipend structure: This is a performance-based internship. In addition to the minimum-assured stipend, you will also be paid a performance-linked incentive (₹ 1000 per sale).
Number of openings
4
About FWCA - Foundation Wealth Capital Avenues LLP
FWCA is a comprehensive financial services & wealth management firm, committed to helping our clients improve their long-term financial success. Our highly customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unprecedented level of financial market expertise & personalized service. FWCA Team is a comprehensive financial services & wealth management organization, committed to helping people pursue their financial goals& objectives. We offer a wide range of financial products & services to individuals, business owners, companies, trusts, societies, or any other kind of entity.