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Systematic Investment Planning Advisor Work From Home Part Time Internship

Actively hiring

Systematic Investment Planning Advisor

One's Own Financer

Work from home

Start Date

Starts immediatelyImmediately

Duration

1 Month

Stipend

₹ 5,000-10,000 /month

APPLY BY

3 Oct' 24

Posted 1 day ago

Internship

Part time

104 applicants

About the work from home job/internship

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

1. Facilitate client onboarding by guiding them through the SIP account setup process and managing documentation.
2. Assist in conducting and promoting monthly SIP education programs.
3. Generate leads and create content to market SIPs effectively.
4. Track performance metrics and report on SIP account openings.
5. Continuously update SIP knowledge and improve client interactions.
6. Ensure compliance with guidelines and maintain client confidentiality.

Skill(s) required

Financial literacy Financial Modeling Mathematics Stock Trading

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 the work from home job/internship

2. can start the work from home job/internship between 3rd Sep'24 and 8th Oct'24

3. are available for duration of 1 month

4. have relevant skills and interests

Perks

Certificate Letter of recommendation Flexible work hours

Number of openings

About One's Own Financer

We, as a leading finance and stock market analysis firm, were established in 2020. We specialize in equity research, and portfolio management, offering tailored financial solutions to our diverse client base of over 250 individuals and businesses. With a team of seasoned financial experts and market analysts, we provide valuable insights and recommendations to empower our clients in making informed investment decisions.

Our personalized portfolio management services cater to individual risk tolerance, financial goals, and time horizons, ensuring optimal asset allocation for maximum returns and minimized risks. Our comprehensive financial planning covers areas such as retirement planning, tax optimization, and estate planning, paving the way to financial freedom and prosperity. We prioritize trust, transparency, and professionalism, enduring relationships with our clients.

Activity on Internshala

Hiring since August 2023

91 opportunities posted