Finance Interipnsh Jobs in Ahmedabad - Indian Wealth Management
Job Description
Opportunity to work as a Finance Intern-
The upcoming years are filled with exciting new developments at Indian Wealth Management and we
are looking for Business development - interns who can assist us in reaching the apex level both in India
and Globally.
Working from our Ahmedabad Office (Head Office), you will be part of a rapidly growing team of
professionals having more than at least a decade of practical experience in the business of Global
Wealth Management.
Learning Perspective
On job trainings to acclimatize the interns with the best of Global financial services industry
practices and trade secrets.
Regular trainings and seminars sessions to enhance the intern’s knowledge about the wealth
management industry and in-depth understanding of Global Financial products& markets. These
trainings are conducted by visiting faculties, Industry experts and guest trainer from across the
World.
Initiatives focusing mainly on capability development and internal redeployment are taken.
Specializations in verticals such as Financial Planning, Asset Allocation, Legacy Planning, Wealth
Management, Recommendations on Mutual Funds, Indian Debt Market, home loans, lease
rental discounting and corporate Fixed Deposits are provided so that a prospective intern can
learn in detail about the subjects in which his interests vest.
Learn more about online investments, portfolio management and investment banking.
Responsibilities
1) The selected intern(s) will work on the following:
International wealth management, Private Equity, Venture Capital, Fund Raising, Mutual Funds
Real estate advisory & lending services
Capital markets in India & abroad.
Non-banking financial corporations
Assisting in managing client portfolios
2) Assist in global client servicing and acquisition.
3) Generating leads and efficiently keeping in regular contact with existing and new prospect clients.
4) Understanding and keeping up-to-date with constant developments in the Wealth management
industry and financial markets.
5) Developing holistic strategies to develop client relations.
Requirements
Applicants should be Business, Finance, Economics or Accounting majors with proficiency in
Microsoft Office applications. Attention to detail, the ability to multi-task and excellent
communication skills are all essential to this position.
Skills
Expertise in numbers and good math skills are very important
The interns must have knowledge of the basic principles and practices of accounting and
financial analysis
Must be able to collect, evaluate and interpret data, in both statistical and narrative form
Should be capable of preparing files and maintaining records and documentation
Should have good written and oral communication skills
Other skills required are related to problem solving, entering and verifying data, knowledge of
computers, various software applications and standard office equipment
High level of integrity and Professionalism.
Ethical conduct
Entrepreneurial spirit
Prospecting and presentation skills
Confident, adaptable and energetic
Flexible, Open minded Approach
Job Particulars
About Company
Arhaum Enterprises(Indian Wealth Management) is a leading wealth management organization focused on bridging the gap between savings & investments, creating a long-term wealth for investors through a range of simple, diversified and relevant investment solutions. We manage significant AUM (Assets Under Management) in the wealth management segment in India. We cater wealth management services for investors who are spread across the country, along with international wealth management mandates for clients across international markets in asset classes like Mutual Funds, Debt, Corporate & Government Bonds, Equity, Commodities, Portfolio Management Services (PMS), Real Estate Advisory etc. We offer a complete financial solution that encompasses every sphere of life, from Mutual Funds, Wealth Managements, Advisory for Life Insurance, to Investment Banking & Loans. Indian Wealth Management caters to the financial needs of individuals and corporates across the globe.
At Arhaum Enterprises(Indian Wealth Management), we are driven by the passion of touching the lives and not just managing your wealth. We believe that this would happen only if we are able to disengage our clients from the arduous task of managing their wealth.
Driven by an entirely investor-centric approach, the organization today is a suitable mix of investment expertise, resource bandwidth and process orientation. The Indian Wealth Management endeavours to simplify its investor’s journey to meet their financial goals, and give a good investment experience through innovation, consistency and sustained risk adjusted performance. Management offers schemes catering to investors with varying risk – return profiles.
Indian Wealth Management (under the parent company Arhaum Enterprises) has been registered with AMFI, under registration code AMFI/111873. Currently, we are headquartered in Ahmedabad, India and the organization has a strong and dedicated network of relationships in India and works extensively with clients across the globe.
“As an investor, you can engage in the services of our investment firm offering transaction services, which comprises access to the wide range of products, research and execution services.”