FINANCIAL ADVISOR INTERNSHIP

Tenure: 3-12 month

Stipend: ₹ 5,000/month

Responsibilities:

• Learn financial services
• Assist in real client meetings
• Conduct financial data collection and risk profiling
• Prepare Family Investment Portfolios (FIPs)  
• Support onboarding (presentation, KYC, documentation) 
• Observe and assist in portfolio reviews and client servicing
• Maintain daily activity and reporting

Who should choose this:

• Interested in finance, investments, insurance 
• Comfortable interacting with clients 
• Wants a long-term advisory/ wealth career 
• Willing to join as permanent employee

Selection Criteria:

• Pursuing/ graduates in BMS, BAF, BBI, B. Com
• Preferance: Pursuing MBA (Finance)
• Basic finance understanding (or willingness to learn fast) 
• Strong communication skills 
• Professional attitude and discipline 

Internship Benefits:

• Direct exposure to real clients
• Training from industry experts in top financial institutions
• Structured mentorship from advisors 
• Hands-on financial planning experience 
• Performance-based incentives 
• Special events, celeberations & trip
• Certification on completition
• Strong chance for full time Financial Advisor role