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Internship Details

About Internship:

About Internship:
Hiring for Kolkata Location only. Candidates from West Bengal, Bihar, Jharkhand can apply

1. Profile on Wealth Management will cover:

a. Fundamentals of Indian Finance,Life and General Insurance Industry and the BFSI sector.
b. Regulatory bodies in India and their Rules and Regulations.
c. Intensive Knowledge on various investment products such as Life Insurance, Mutual Funds, General Insurance, Equity, CASA, MIS, PPF, FD, All type of Loans & other asset classes etc. and different Investment strategies and current investment products available in the market.
d. Financial planning and calculations & Tax planning and calculations like IRR, XIRR, ROI etc used practically.
e. Anti- money laundering rules and regulations.
f. Insurance Regulatory and Development Authority training and certification.
g. Training on products on the company along with client prospecting and conversion through direct appointments accompanied by seniors.
h. Exposure on Financial Need Analysis, Funding Responsibilities concept, KYC & AML guidelines.

2. Profile on Marketing Management will cover:

a. Project Report to be submitted as assigned by the company guide or mentor.
b. Generation of HNI Leads and Appointments for Sales Generation.
c. Market Surveys though online and offline questionnaires and data collection.
d. Marketing and Sales of Financial products like Loans, mortgages, Life Insurance, Health Insurance, Mutual funds, Current Account, Savings Account by analyzing Human Life Value and financial needs of client.
e. Exposure on Future investment opportunities by personally visiting clients.
f. Client Survey through online Questionnaires framed by the candidate.
g. Branding and Product Promotion activities in and around Kolkata .
h. Developing new markets through survey.
i. Live Exposure of client visits & practical selling of Financial Products will be an integral part of the profile.
J. Conducting corporate visits and seminars & giving corporate presentations by coordinating with company HR's and marketing team.

Roles and Responsibilities:

1. Developing new markets and acquisition of new clients.
2. Innovation of new marketing strategies and implementation.


1. Internship Completion Certificate
2. Rewards & Recognition
3. Performance certificate
4. Contests and Foreign tours
5. Financial Certifications sponsored by the organization on outstanding performance.
6. Pre-placement offer

No. of Positions


Application Deadline

Apply by: 4th Jan `22


Rs. 1500-5000

About Company

"Indiwealth Financial Planners" is a Kolkata based organization offering investment advisory services of all type of financial products of all companies like Life insurance, mutual fund, Health insurance, General insurance, Motor insurance, All Loans, Corporate FDs etc.

The Owner & Founder of the company is Mr. Avinash Kumar Jalan having an overall experience of around more than 20 years in the financial industry. The registered office is in Kolkata.

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