Finance & Banking – Work Under Ex-Banker - Internship

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

1\. Assisting in mutual fund account openings, SIP registrations, and client

onboarding using the NJ Wealth platform

2\. Helping with loan documentation, eligibility checks, and banking

coordination (HDFC BF & financial partner portals)

3\. Supporting customers in ITR filing, GST registration, and return filing

using online platforms.

4\. Learning and assisting in insurance sales and policy servicing using the

Turtlemint POSP system.

5\. Preparing documents for firm, LLP, and company registrations under MSME,

GST, and ROC categories.

6\. Managing KYC documents, lead tracking, and daily service updates in Excel

or Google Sheets.

7\. Coordinating with walk-in clients and explaining available financial and

digital services.

8\. Participating in short training sessions on AMFI, IRDA, NSDL, and IIBF

certifications under the Ex-Banker's guidance.

9\. Supporting basic digital marketing activities like WhatsApp updates or

client database follow-ups.

10\. Maintaining confidentiality and ensuring professional conduct during

customer interactions.