CRM Intern

Naikwealth; Mumbai; On-site; INR 111,600 - 167,400; Part time

Job summary

A prominent financial services firm in Mumbai is offering a CRM Internship for 3 months, focusing on operational work related to mutual funds and insurance. The role involves completing specific project tasks, analyzing data, and ensuring regulatory compliance. The perfect candidate should be detail-oriented and ready to engage in various project-related responsibilities. Interested candidates can apply by sending an email to [e-mail].

Responsibilities

• Perform basic operational tasks related to mutual funds and insurance.
• Complete project work within a specified timeline.
• Handle project work involving data, KYC, and non-financial transactions.
• Analyze data to fulfill regulatory requirements.

Job description

Company Profile:

A D Naik Wealth is one of India’s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Job Description: CRM Intern

Responsibilities:

• Basic Operational work relating to Mutual Funds and insurance.
• Project work – to be completed within a specified date
• Project work related to Data, KYC, and non – Financial Transactions.
• Analyzing the Data and working on completing the Regulatory requirement.

Period: 3 months

Location: Ram mandir

Email : [e-mail]