Financial Advising
Published date: 2024/01/10
- Location: Delhi, New delhi, India
About the internship Selected intern's day-to-day responsibilities include: 1. Answering client questions about financial plans and strategies and giving financial advice 2. Advising strategies for clients in insurance coverage, investment planning, mutual funds, and other areas to help them reach financial objectives 3. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan 4. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals 5. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients Skill(s) required English Proficiency (Spoken) Who can apply Only those candidates can apply who: are available for full time (in-office) internshipare from or open to relocate to Delhi and neighboring citieshave relevant skills and interests Other requirements 1. Prior experience in mutual funds/insurance is a must Perks Certificate Letter of recommendation Number of openings 1 Certificate: Will be provided at the end of the Internship
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