Scribd Logo
Upload

Welcome to Scribd!

  • 4 views

    Finance Internship

    Uploaded by

    Roshni Jasuja

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Finance Internship

    Uploaded by

    Roshni Jasuja
    4 views6 pages

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    4 views6 pages

    Finance Internship

    Uploaded by

    Roshni Jasuja

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6

    Internship Program

    (2024 – 25)
    About Company:-

    Investosure is started as a proprietor firm in 2010 as private


    fund lender organization with a single branch in Sonipat,
    Haryana. In 2012, we entered insurance sector and mutual
    funds marketing. By 2014, we were able to provide our clients
    with various investment options and avenues.

    Now, we have grown to a team of more than 250+ members


    across 5 locations in Delhi NCR. Our motive is to provide
    financial stability and security to individuals.

    Our Services:- Customized and tailor made services for everyone

     Wealth Creation:- We help you grow your money; we make


    your money to work for you. You don’t need to worry about it.

     Protection:- Analysis of risk and taking measure to


    avoid/minimize the effect is our expertise. With our services,
    you can be at ease and enjoy your life.

     Retire in style:- want to travel across the world, take up any


    hobby, or start an start up whatever you want to do, we will
    ensure that you can enjoy your life after retirement to fullest.

    Website:-. www.investosure.in
    Profile:- Finance Intern

    We are searching for a committed, deadline-driven Intern to join our


    excellent team. The Intern will complete all tasks assigned by the Manager,
    which may include conducting market research, identifying business
    opportunities, managing email campaigns, generating leads from natural
    market, converting them to successful sales, making cold calls, participating
    in meetings, and assisting the department wherever possible.

    The Internship will be covering 2 Module: Theoretical and practical aspects


    of Financial Industry. During theoretical session’s conceptual understanding
    will be generated for financial products (i.e. Mutual Funds,
    Insurance(Life/term/health) etc.) and in-depth understanding of Retirement
    Planning, Tax Planning, Portfolio management and setting of Financial goals
    will be imparted. For gaining practical exposure interns will meet individuals
    (through referrals, corporate activities, promotional drives, etc.) and
    generate leads for the organization. Interns will interview clients, review
    their fiscal situations to understand their Financial Positions and develop
    tools to assist in meeting financial goals. Lead generation and successful
    conversion (product sale) is mandatory during 1 st module. The Financial
    tools would include developing a tax sheltered investment plan, retirement
    savings etc.

    *** One sale is mandatory to go into second module.

    Key Responsibilities:-

    Working closely with the Manager or assigned staff member and completing
    all allocated tasks. Conducting desktop research or gathering information
    through surveys or by speaking to clients and staff. Attending and
    participating in meetings, workshops, events, and exhibitions. Liaising with
    clients, vendors, and suppliers on behalf of the company's managers.
    Identifying potential weaknesses and offering improvement suggestions.

     Presenting report to reporting manager.


     Analyze market trends.
     Project on stock market.
     Maximize the wealth of company with some target.
     Learn about portfolio Management.
     Advise clients for the best Investments opportunities and strategies
    for their lifestyle
     Monitor Client Investment
     Studies clients Financial holding Income and Financial background of
    individual clients.

    Eligibility:-
    Students pursuing MBA and looking out for min 45 days to 60days of
    exposure in the Marketing/Finance Department Candidates with Strong
    analytical skills and a desire to work with people, as well as excellent
    communication and interpersonal skills to work .
    Within this people-oriented business would be preferred.

    Interview Process:-
     HR Round
     Operation Round

    Stipend:-
    Stipend will be Rs. 6,000/month + Incentive (subjected to successful
    completion of training, assignments given and minimum benchmark
    achievement).

    Rewards & Recognition:-

     Cash Incentives
     Domestic Trips
     Rewards & Recognition Plan for Interns
     Work from Home
     Electronic Gadgets
     Pre – placement offers

    Certifications:-

    Internship Completion Certificate, Performance Certificate, Letter of


    Recommendation and Pre-Placement Offer (depending on the performance
    of the candidate throughout the Internship Period)

    Location:- work from home/ work from office

    Thanks for connecting us!!


    Investosure

    You might also like