Client Servicing

About the internship As a Client Servicing intern, you will have the opportunity to work closely with our clients and contribute to their satisfaction. Your English proficiency, both spoken and written, will be essential in effectively communicating with our clients. Your proficiency in MS-Excel, MS-Office, and MS-PowerPoint will also be valuable in creating reports and presentations for our clients. Selected intern's day-to-day responsibilities include: 1. Assist in managing client accounts and resolving any issues or concerns 2. Communicate with clients through email, phone calls, and in-person meetings 3. Prepare reports and presentations using MS-Excel, MS-Office, and MS-PowerPoint 4. Coordinate with internal teams to ensure client needs are met 5. Conduct research to understand client industries and market trends 6. Attend client meetings and take notes for follow-up actions 7. Assist in developing client proposals and presentations to pitch new business opportunities This internship will provide you with hands-on experience in client servicing and valuable skills that will benefit you in your future career. If you are a proactive and detail-oriented individual looking to gain practical experience in client relations, we encourage you to apply for this exciting opportunity at Latish P K. Who can apply Only those candidates can apply who: 1. are available for the work from home job/internship 2. can start the work from home job/internship between 2nd Jan'25 and 6th Feb'25 3. are available for duration of 6 months 4. have relevant skills and interests * Women wanting to start/restart their career can also apply. We help clients in their investment journey through financial planning, asset allocation, Insurance management. We deal with equity based assets, insurance of term plans and health for our clients.