Wealth Management: Finance and Marketing
Eligibility:
B.Com (P), B.Com (H), 2nd Year, 3rd Year
Stipend:
Unpaid
Duration:
2-2.5 Months
Nature of Opportunity:
Hybrid (Full-Time)
Selection Procedure:
1. Pre Placement Talk
2. Wealthpreneur Drive
3. Personal Interview Rounds
Mode of Recruitment:
Online
Date of Commencement:
Summer Internship
Incentives:
1. Performance incentives upto 50k.
2. Letter of Recommendation.
3. Certificate of Appreciation.
4. PPO
Bajaj Capital
About the Company
Job Description
Roles & Responsibilities:
1. Prepare a working model & final plan of action & hence conduct those activities as a part of the general public awareness/ Initiative to spread awareness on ‘financial well-being’ for prospects by identifying their needs.
2. Provide & develop financial portfolio & suggest solutions to prospects basis their requirements & financial goals.
3. To learn, gain and update self regarding the rich learning in wealth management avenues of mutual funds, life insurance, general insurance & overall 360* financial planning, as imparted by the company. 4. Spreading education and awareness in the society/ masses by conducting investor conferences/ webinars.
5. Organize timely & regular online connections with the prospects and to ensure a satisfactory approach and guidance throughout the association.
6. To work on promoting various projects of digital marketing, corporate marketing and retirement projects of the company by putting best efforts and thus adding value to the assigned work.
7. To establish a connection and to organize a corporate presentation with the company and hence help prospects achieve financial goals through various solutions to choose from.
8. To share regular communications with prospects regarding market trends, information, research and
investment material of the company.
Skills Required:
1. Self-motivated.
2. Research and analytical skills.
3. Good interpersonal skills.
4. High level of professionalism.
5. Team player.
6. Works to achieve results.