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Wealth Management Work From Home Internship

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Wealth Management

Ready Wealth

Work from home

Start Date

Starts immediatelyImmediately

Duration

2 Months

Stipend

₹ 1,000 /month + Incentives

APPLY BY

6 Feb' 23

77 applicants

About the work from home job/internship

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

1. Profiling customers on the basis of their risk appetite and investment behavior to get a thorough understanding of the client s psychology and the most suited strategic asset allocation
2. Analyzing client s profiles and suggesting best-suited asset classes according to their needs
3. Helping clients in the creation of their wealth by providing the most suitable investment (mutual fund, equity, debt, real estate, etc.)
4. Helping clients do financial planning and reviewing the financial plan
5. Engaging with clients regularly to discover changes in their financial status and their needs
6. Exploring new investment ideas/themes for clients

Skill(s) required

Client Relationship Marketing Strategies

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 the work from home job/internship

2. can start the work from home job/internship between 3rd Feb'23 and 10th Mar'23

3. are available for duration of 2 months

4. have relevant skills and interests

Perks

Certificate Letter of recommendation Flexible work hours 5 days a week

Additional information

Stipend structure: This is a performance-based internship. In addition to the minimum-assured stipend, you will also be paid a performance-linked incentive (₹ 100 per client).

Number of openings

About Ready Wealth

Website

We are a fin-tech company that offers multi-asset financial services and real estate services, offering unique investment opportunities across asset classes to make people wealth-ready and manage their complete finances to prepare them for life-changing liquidity events.

Our range of work covers the whole spectrum of financial services in the wholesale and retail market segments of credit including housing finance, financial markets, asset management real estate, and life insurance. Our goal is to help you ready your wealth, in alignment with your values, to accomplish what is most important to you.

Activity on Internshala

Hiring since January 2023

16 opportunities posted