26 Oct
|
Deft Services
|
Bhilwara
26 Oct
Deft Services
Bhilwara
Company Description Deft Services is an AMFI-registered Mutual Fund and SIF Distributor, operating under ARN-110481 and APRN-05433. The organization focuses on helping clients select and invest in suitable mutual fund schemes and other financial products. Deft Services emphasizes regulatory compliance, transparent advisory practices, and long-term client relationships.
Interns joining the company will gain exposure to core financial distribution operations and client-facing activities in a skilled, growth-oriented environment.
Role Description This is a full-time/part-time, on-site/remote Intern role based in Bhilwara. The intern will support day-to-day operations by assisting with client onboarding, documentation, and basic data entry related to mutual fund and SIF investments.
Responsibilities include helping prepare and maintain client records, learning to interpret basic financial information, and supporting the team in scheduling client meetings and follow-ups. The intern will also assist in collecting and organizing market and product information, preparing simple reports under supervision, and coordinating with senior team members on routine administrative tasks.
Throughout the internship, the individual will receive guidance to develop practical knowledge of mutual fund distribution and qualified work habits.
Qualifications
Ability to learn basic concepts in mutual funds, financial products, and regulatory guidelines.
Strong attention to detail and accuracy in documentation, data entry, and record-keeping.
Effective communication skills for interacting with clients and team members, both in person and over phone or email.
Good organizational and time-management skills to handle multiple tasks and meet deadlines.
Comfort with using computers, spreadsheets, and standard office software; willingness to learn new tools. If working Remotely the person must have Mobile/Laptop.
Professional, ethical mindset with a focus on client service and confidentiality.
Enrollment in or completion of studies in commerce, finance, business, or a related field is preferred but not mandatory.
Willingness to work on-site/remote in Bhilwara and collaborate closely with the team.
📌 Intern (Bhilwara)
🏢 Deft Services
📍 Bhilwara