Job Title

Internship - Wealth Management

Job City

Ahmedabad

Company Profile

Established in 2017, Agrasen Finserv Private Limited is a leading Wealth Management company providing comprehensive financial planning and consultancy services including Investments, Insurance, Taxation and Loans to High Net Worth families across India and abroad.

Job Profile & Responsibilities

Contribute to the overall growth of the company by engaging yourself in the following areas:

• Assist in expansion/ setting up of new business verticals involving registrations, strategic tie-ups and arrangements with business partners and enhancing the digital presence of the company
• Assist in onboarding, documentation, and servicing of clients and prospects
  a. Equity, Mutual fund, Insurance, and other products and services
  b. Delivering quality and consistent service to clients at all touchpoints.
  c. Handling of operational activities relating to all the products and services
• Assist in managing client investment portfolios
• Assist in evaluation and research across different areas – Equity, Fixed Income, Alternative Assets – REITs, Invits, Gold, Start-up investments, Mutual Funds, Insurance, Loans, Taxation, etc
• Staying updated with all the latest news and information across all asset classes, products, and services
• Manage office administration activities and other tasks as and when necessary
• Any other supporting activities to the above roles and responsibilities

Prefered Qualifications

• Under-graduate/Graduate
• Basic knowledge of Commerce and Finance
• School from English medium with minimum 70% marks in 10th and 12th

Desired Candidate Profile

• Freshers can also apply.
• Pursuing graduation students are preferred.
• Candidates based out of Ahmedabad will be preferred.

Additional Details

• Timings: Between 10:30 am to 7:30 pm (7 hours, Flexible Timings)
• Training and exam fees will be incurred by Agrasen Finserv Private Limited
• Additional performance-based incentive may be given

 

Salary Range

Rs.5000 stipend per month

How to Apply

agrasenfinserv@gmail.com