Wealth Advisory Internship - Delhi, India - MS Partners

MS Partners Delhi, India

1 week ago

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Internship, Full time

Description

About the internship:

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

1. Acquire in-depth knowledge of a variety of financial products and services, including their benefits and potential risks

2. Assist in developing financial plans that align with client's long-term financial goals

3. Engage with potential clients to introduce our services, understand their financial needs, and establish relationships

4. Assist in the preparation and presentation of proposals and financial plans to prospects and clients

5. Participate in the end-to-end sales process, from initial contact through closure, ensuring client satisfaction and retention

6. Work collaboratively with senior advisors to refine selling techniques and strategies for financial planning and product sales

>

Only those candidates can apply who:

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

2. can start the internship between 15th Apr'24 and 21st May'24

3. are available for duration of 3 months

4. are from or open to relocate to Delhi and neighboring cities

5. have relevant skills and interests

Women wanting to start/restart their career can also apply.

Stipend:

INR ₹ 10,000 /month

Deadline:

:59:59

Other perks:

Informal dress code

About Company:

At MS Partners, we specialize in offering bespoke financial advice and products, focusing on services such as mutual funds, private mandates (PMs), alternative investment funds (AIF), insurance, tax planning, estate planning, retirement planning, and investment in alternative assets like art. We help our clients achieve their financial goals through strategic planning and personalized asset management.

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