Business Development (Sales) - Internship
Financial Planning, Sales
Location
Delhi, Delhi, India
Work type
Remote
Employment
Internship
Experience
0-0 years
Compensation
₹6K - ₹10K per month
Posted
2h ago
Summary and responsibilities
Role overview
Summary
This internship offers a finance-savvy individual the opportunity to gain hands-on experience in financial planning, assisting in financial analysis, client meetings, and creating customized financial plans. Interns will collaborate with experienced advisors to provide exceptional client service and enhance their skills in financial planning.
Are you a finance-savvy individual looking to kickstart your career in the field of financial planning? Private Capital is seeking a Certified Financial Planner intern to join our dynamic team of professionals. As an intern, you will have the opportunity to gain hands-on experience in developing comprehensive financial plans for our clients while working closely with our experienced advisors.
Selected intern's day-to-day responsibilities include:
Assisting in conducting financial analysis and research to support client recommendations
Participating in client meetings and assisting in presenting financial plans
Learning to create customized financial plans based on client goals and objectives
Collaborating with team members to provide exceptional client service and support
Gaining exposure to various financial products and services available in the market
Assisting in preparing reports and presentations for client meetings
Participating in training and development opportunities to enhance your skills and knowledge in financial planning
If you are a motivated and detail-oriented individual with a passion for finance, this internship opportunity at Grivaa Capital is perfect for you. Join us and embark on a rewarding journey towards becoming a successful Certified Financial Planner. Apply now and take the first step toward a fulfilling career in financial planning!
Updated 2h ago
Candidate fit
Skills and qualifications
Additional skills
Experience
0-0 years
Certifications
How this role is positioned
Role classification
Job domains
Industries
Employment
Internship
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
₹6K - ₹10K per month
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
Grivaa Consultancy Services
Team size
Growing team
Location
Delhi, Delhi, India
Welcome to Grivaa, a boutique investment firm and wealth management firm renowned for its strong expertise in equity research and comprehensive investment solutions. As a boutique firm, we take pride in providing tailored investment solutions that align with your unique financial goals. Whether you aim to optimize your equity portfolio, explore start-up investments, diversify geographically, or seek comprehensive financial planning, our experienced team is dedicated to guiding you every step of the way. Join us at Grivaa for opportunities in finance, marketing, HR, operations, and other areas. Connect with top-notch talent from leading universities who thrive in the competitive start-up fintech world.
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Business Development (Sales) - Internship
Delhi, Delhi, India • Internship