Job Description
Designation: Financial/Investment Advising Selected intern's day-to-day responsibilities include: 1. Work as an investment advisor, helping retail clients build and manage a comprehensive financial plan 2. Perform risk profiling and financial capacity analysis, and develop a detailed plan for clients 3. Coordinate with other advisors for client meeting scheduling, execution of rendered advice, and smooth flow of the overall process 4. Create PowerPoint presentations for client session delivery Requirements & other information: 1. The role requires a sound understanding of capital markets (including mutual funds), macroeconomy, and other financial instruments like insurance, fixed deposits, loans, taxation, NPS, real estate, etc. 2. Good knowledge of MS Excel and MS PowerPoint 3. This is a full-time internship in the office, please apply only if you are interested to work from the office full-time Skill(s) required Accounting Financial Modeling MS-Excel MS-PowerPoint Who can apply Only those candidates can apply who: are available for full time (in-office) internship are from or open to relocate to Mumbai and neighboring cities have relevant skills and interests Perks Certificate Number of openings 1 Certificate: Will be provided at the end of the Internship More information about this Financial/Investment Advising JobPlease go through the below FAQs to get all answers related to the given Financial/Investment Advising jobWhat are the job requirements to apply for this Financial/Investment Advising job position? Ans: A candidate must have a minimum of fresher as an Financial/Investment Advising What is the qualification for this job? Ans: The candidate can be a Graduate from any of the following: B.Com, BA, Other Course What is the hiring Process of this job? Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.This Financial/Investment Advising is a work from home job? Ans: No ,its not a Work from Home Job. How many job vacancies are opening for the Financial/Investment Advising position? Ans: There are immediate 1 job openings for Financial/Investment Advising in our Organisation
💡 Quick Summary
Seeking a career-building opportunity? The Financial|Investment Advising position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.