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Internship Details

About Internship:

Providing Advisory Services to Retail/ HNI/ Ultra HNI Clients on various Investment opportunities available like Equity investing & Mutual Funds, Health Insurance, Life Insurance, Bonds etc.
Acquiring new clients through Various sources, referral from exiting data base, Marketing activity, Lead Generation system than making their Financial Plan. Activating the Inactive clients
Providing advisory services to the existing clients through Financial Planning / Portfolio Review.

Roles and Responsibilities:

1. Acquisition of customers,
2. Handling portfolio of clients,
3. Give presentations, Generate leads,
4. Responsible for profitability of accounts


1.travelling expenses

No. of Positions


Application Deadline

Apply by: 25th Mar `18


Rs. 7000-7000

About Company

We, Pacific Wealth, are a boutique investment advisory firm, based in Mumbai. We have a collective experience of 30 years. Our mission is to create a global investment management company. We help traders and investors to make money with the help of fundamental and technical knowledge based on data-based decision-making system.

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