Bonanza Portfolio Limited jobs - Finance - Wealth Management

Finance - Wealth Management

Bonanza Portfolio Limited
experience Fresher
salary Salary not disclosed
qualification
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Posted: 4 Months ago
Views: 1
Applications: 1
Openings: 15

Job Description

Selected intern's day-to-day responsibilities include:

1. Communicate with the clients
2. Assist in developing and implementing financial plans for clients
3. Support advisors in client meetings, taking notes, and preparing necessary documents
4. Monitor market trends and provide regular updates to clients and the team
5. Collaborate with the team to develop personalized investment strategies for clients
6. Assist in the preparation of investment proposals and reports
7. Maintain accurate and up-to-date client records, ensuring confidentiality at all times

Additional information:

1. Will provide jobs within the group to the right candidate
2. Will support Interested persons, who want to open his /Her office own office of financial services

Note: No study should be pending.
Earn certifications in these skills
Who can apply

Only those candidates can apply who:

1. are available for full time (in-office) internship

2. have relevant skills and interests

Perks
  • Certificate
  • Letter of recommendation
  • Additional Information

    Stipend structure: This is a performance-based internship. In addition to the minimum-assured stipend, you will also be paid a performance-linked incentive (₹ 200 per sale).

    Number of openings
    15

    Certificate: Will be provided at the end of the Internship


    Job Particulars

    EducationB.Com
    Who can applyFreshers
    Hiring Process Face to Face Interview
    Employment TypeInternship / Projects
    Job Id1346018
    StateDelhi
    Country India

    About Company

    Bonanza Portfolio Limited
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