Finance
VisionWise
Job Description
About the internship Selected intern's day-to-day responsibilities include: 1. Conducting in-depth equity research and analyzing market trends to identify potential investment opportunities and assess associated risks. 2. Assisting in creating and managing diversified portfolios that align with clients' financial goals and risk tolerance. 3. Collaborating with financial planners to develop comprehensive financial plans, including retirement planning, tax strategies, and estate management. 4. Performing market analysis, building financial models, and completing research-based projects to support investment decisions. 5. Supporting the development and execution of marketing strategies to promote the firm's services and attract potential clients. 6. Leading webinars and interactive sessions to educate clients on market trends, investment strategies, and financial planning techniques. 7. Engaging with clients to understand their financial needs and offering personalized investment solutions. 8. Staying informed on the latest market trends, economic updates, and industry innovations to provide expert financial guidance. 9. Guiding clients through the demat account setup process to ensure smooth and efficient equity trading and investment experiences. 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 16th Jan'25 and 20th Feb'25 3. are available for duration of 1 month 4. have relevant skills and interests At VisionWise, we are dedicated to helping you navigate the complexities of wealth management and achieve your financial goals with confidence. Specializing in comprehensive portfolio management and a wide range of BFSI services, we provide tailored solutions designed to build and sustain long-term financial growth. Whether you're looking to optimize your investments, enhance your financial strategy, or gain insights into the dynamic world of banking, financial services, and insurance, VisionWise is your trusted partner for success. With a focus on delivering actionable strategies and unparalleled expertise, we ensure that your financial future is in good hands.
Job Skills
Job Overview
Date Posted
Location
Offered Salary
10000 - 15000 INR permonth