Finance & Client Engagement - Internship
IArista Artha Private Limited
Selected intern's day-to-day responsibilities include:
Client Engagement:
*Calling / Messaging / Emailing existing clients for follow-ups & relationship strengthening.
*Introducing and explaining our financial products (like Stock SIPs, Smallcase, PMS, etc.)
*Maintaining communication records and feedback.
Marketing & Content Creation:
*Assist in creating simple posts / short write-ups / reels for social media on financial topics.
*Assisting in digital marketing initiatives and campaign ideas.
*Preparing basic presentations / product summaries for clients.
Reporting & Coordination:
*Coordinating with senior team members.
*Helping maintain CRM and performance tracking sheets.
Required Skills
About IArista Artha Private Limited
iArista is part of India's modern breed of unbiased, client-focused, fee-based financial advisory firms. The dedicated team at iArista has the vision to empower its clients through quality, unbiased financial advice, the latest technology that helps clients with their financial management, and assist them in achieving their financial goals.
Job Summary
Ready to Apply?
Take the next step in your career journey. Join IArista Artha Private Limited and make an impact.