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GCGrivaa Consultancy Services
Grivaa Consultancy ServicesWealth Management

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

Banking • 1+ yrs
Effective Communication • 1+ yrs
Equity Research • 1+ yrs
Finance • 1+ yrs
Investing • 1+ yrs
Investment Banking • 1+ yrs
Portfolio Management • 1+ yrs
Stock Trading • 1+ yrs

Experience

0-0 years

Certifications

Certified Financial Planner • Required

How this role is positioned

Role classification

Job domains

Finance & Accounting

Industries

Finance & Banking

Employment

Internship

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

₹6K - ₹10K per month

VisibilityShared on listing
CurrencyINR
PeriodMonthly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationDelhi, Delhi, India
Work typeRemote
Global hiringNo

Bandwidth profile

peopleHigh8/10
physicalLow1/10
cognitiveHigh8/10
executionMedium7/10
creativityMedium6/10
uncertaintyMedium5/10
communicationHigh8/10

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, IndiaInternship