Client Servicing & Portfolio Support - Internship

Value Educator

Internship Thane, Navi Mumbai, Mumbai, Thane, Mumbai, India INR 6,000 - 6,000 / stipend Posted 3 months ago

Application deadline has passed

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

1. Share regular portfolio updates with existing clients.
2. Call and interact with clients to address their questions and service
requests.
3. Assist in resolving queries.
4. Gather insights on difficulties faced by clients and communicate them to
the advisory team.

Required Skills

Canva (general)

Required

Client Interaction (general)

Required

Client Relationship (general)

Required

Effective Communication (general)

Required

Interpersonal skills (general)

Required

About Value Educator

Shashank Mahajan, the founder of Value Educator, is a full-time investor and can be your go-to financial advisor. He is passionate about business analysis, its growth, and entrepreneurship, and exploring them in search of new aspects to uplevel his personal and professional life.

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