12 Aug
|
PoonjiMitra
|
Jaipur
12 Aug
PoonjiMitra
Jaipur
About the Role
Poonji Mitra is looking for a motivated and detail-oriented Operations Intern to support our day-to-day financial operations. This internship provides hands-on exposure to investment operations, client servicing, documentation, KYC processes, and financial market activities.
Responsibilities
- Assist with day-to-day operational and back-office activities.
- Support client onboarding, KYC, documentation, and verification processes.
- Maintain and update client and transaction-related records.
- Coordinate with internal teams for timely completion of operational tasks.
- Assist in handling mutual fund, stock market, and investment-related operational activities.
- Prepare and maintain reports using MS Excel/Google Sheets.
- Track pending requests, follow-ups, and operational issues.
- Identify discrepancies in data and assist in resolving them.
- Maintain accurate records and ensure timely completion of assigned tasks.
- Support the team in improving operational processes and workflows.
- Qualifications
- Pursuing or recently completed a degree in Finance, Commerce, Business Administration, Economics, or a related field.
- Basic understanding of financial markets and investment products.
- Good knowledge of MS Excel/Google Sheets.
- Strong attention to detail and organizational skills.
- Positive written and verbal communication skills.
- Ability to work independently as well as with a team.
- Willingness to learn and take responsibility.
- What You’ll Learn
- Practical exposure to investment and financial operations.
- Understanding of KYC and client onboarding processes.
- Hands-on experience with financial data and documentation.
- Exposure to mutual funds, stocks, and other investment products.
- Professional experience in the financial services industry.
- Location: Jaipur, Rajasthan
Work Mode: On-site
Job Type: Internship
📌 Operation Intern (Jaipur)
🏢 PoonjiMitra
📍 Jaipur