Wealth Management Intern - Mumbai, Maharashtra

Only for registered members Mumbai, Maharashtra, India

1 week ago

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Job summary

Wealth management intern position at Stack Wealth in Mumbai. The role involves connecting with clients over phone calls to introduce portfolio review offering.

Responsibilities

  • Connect with investors over phone calls to introduce Stack Wealth's portfolio review offering
  • Explain the importance of portfolio reviews and investment alignment
  • Maintain accurate records of client interactions and follow-ups

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